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.

3. Upload your company logo and favicon Takes less than 1 minute.

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

2. Customising the boilerplate content your report template.

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.