The Genovo Suitability Report Advice Sections Matrix is a really simple, but highly effective little tool (especially for those who are just starting out with Genovo) that demonstrates in a clear and tabular format which advice sections you need to add into the Report Builder for a variety of advice scenarios.


You can view the Genovo Suitability Report Advice Sections Matrix here.


It can also be accessed at any time whilst you are logged in to the Genovo app by clicking the "click here" link within the Report Builder screen as highlighted in the screenshot below.


The Report Builder


 Remember you don't have to include all of the pre-loaded standard sections  e.g Executive Summary, Appendix - Attitude to Risk Profiles etc within your report. Click here to learn more.