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 much, if any data. However, you really will be missing out on a whole world of magic and opportunity 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 advice service and company branding. Here's some 'quick wins' that could really make a difference to the look and feel of the reports you create within Genovo.....
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. Customise the attitude to risk profiles used in your reports Takes 1 to 5 minutes.
5. Customise the colour, font and styling used in your reports Takes less than 5 minutes.
6. Customise the look and feel of the app's web pages when you (and your users) log in Takes less than 1 minute.
7. Add some custom providers and investments to your libraries Takes less than 5 minutes.
8. Add some other users to your account 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:
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.