Genovo is ready to use straight out of the box, it even comes preloaded with a number of example clients and reports so you don't have to add any of your own data to see how a report comes out when it downloads to Word. However you'll be missing out on a whole world of magic and opportunity if you don't take the opportunity to customise Genovo beyond its standard set-up.
Genovo's packed full of features that allow you to customise your reports and your workspace to reflect your advice service and company branding. Here's some 'quick wins' that could really make a difference to the reports you create within Genovo.
1. Add your name, job title and company address Takes less than 1 minute.
2. Customise the attitude to risk profiles used in your reports Takes 1 to 5 minutes.
4. Customise the colour, font and styling of your reports Takes less than 5 minutes.
5. Customise the look and feel of the app's web pages when you log in Takes less than 1 minute.
6. Add some custom providers and investments to your libraries Takes less than 5 minutes.
7. Add some other users to your account (Company and Group Plans only). Takes less than 1 minute.
And 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 Advice Sections
Please don't forget to let us know how Genovo is working out for you. Send us a message with your thoughts and we promise we’ll get back to you.