Genovo is ready to use straight out of the box - it even comes preloaded with a number of example report templates so you can see how a report could look when it's downloaded to Word without having to add any data. However, you really will be missing out if you don't take a moment to put your own stamp on Genovo.
Genovo's packed full of features that allow you to customise your reports and your workspace to reflect your company's brand and advice service.
Here are some 'quick wins' that could really make a big difference to the look and feel, as well as the speed with which you can create your reports in Genovo.
Stage 1 - Initial set-up
1. Add your job title and company address. Takes less than 1 minute.
2. Upload a headshot and signature image. Takes less than 1 minute.
3. Upload your company logo and favicon. Takes less than 1 minute.
4. Customise the look and feel of the app's web pages when you (and your users) log in. Takes less than 1 minute.
5. Customise the attitude to risk profiles and capacity for loss definitions used in your reports. Takes 1 to 5 minutes.
6. Customise the colour, font and styling used in your reports and add a report title page image Takes less than 5 minutes.
7. Customise the Provider Library to reflect the insurance companies, investment houses, platforms and wraps that you frequently recommend to your clients. Takes less than 5 minutes.
8. Add information about your Centralised Investment Proposition / the investments that you frequently recommend to your clients into your Investment Library so you can pull this information into your reports with a couple of clicks and don't need to rekey this data. Depends on how many investments you wish to add and how you add them.
9. Add all of your advisers and paraplanners to your account so they can write reports themselves or have reports written for them. Takes less than 5 minutes.
10. Set up and activate any third party integrations. Takes less than 5 minutes.
Stage 2 - Deeper customisations
Then once you've written a few reports and got a feel for how they're laid out, you can really start going to town on making Genovo your own suitability report solution by:
1. Customising the selectable options displayed in the steps of the various wizard sections.
2. Customising the boilerplate content of your report template.
And remember, please don't hesitate to get in touch if you have any questions - we're here to help.