When you log in to your account you'll land on your dashboard which looks like this.
To write, view or edit a report, click write / edit report.
To edit, delete or export a client record click client library.
To customise the look and feel of your reports, your workspace and the web pages when you (and your users) log in to Genovo click customisation.
To manage the investment and provider information that you (and your users) can pull into your reports click investments & providers.
To manage your account click account admin.
Customisation has a secondary dashboard that looks like this.
Certain icons may not be included on your customisation dashboard depending on the role you've been allocated within your account.
To manage and customise the selectable options included in the steps of the various Advice Sections of the Genovo Report Builder click advice options and reasons.
To customise and manage the entire boilerplate content of your report template from the Report Title Page to the various appendices click report content manager.
To customise the font, colours and styling of your reports, click report theme.
To upload your company logo and display it in the top left hand corner of the Genovo app and on the front page of your reports click upload logo.
To upload your favicon and display it in the top right hand corner of each page of your reports click upload favicon.
To select and customise the attitude to risk profiles that are used in your reports click attitude to risk profiles.
To customise the look and feel of the web pages when you (and your users) log in to Genovo to reflect your company’s branding and colour scheme click GUI theme.
Investments & Providers Dashboard
Investments & Providers has a secondary dashboard that looks like this.
To manage the providers that get listed out in the provider drop down menu included in the Plan Summary step of the various recommendation sections of the Report Builder click provider library.
To add information about the underlying investments (e.g. individual funds, model portfolios or DFMs) that you frequently recommend to your clients so it can be easily pulled into a report with a couple of clicks, click investment library.
Account Admin Dashboard
Account Admin has a secondary dashboard that looks like this.
Certain icons may not be included on your account admin dashboard depending on the role you've been allocated within your account.
To change your name and job title as it appears in your reports, update the email address where any account-related communications (e.g forgotten password) emails are sent to, and view your role, click your details.
To change the name, address and telephone number of your company as it appears on the front page of your reports click company details.
The Account Owner can view which plan they're signed up to, and upgrade or cancel their subscription by clicking on your subscription.
To change your password click change password.
The Account Owner and Account Admins of a Company Plan can manage their account's users and set up workgroups via manage users.
To join a group and manage your membership click group membership.