This is easy. From your dashboard click libraries > provider library. To add a new provider to your library click add provider.

You'll be directed to a new page where you'll be prompted to include a name and description for the provider. We suggest, as a bare minimum, you include a brief overview of the provider’s background and financial strength in the Provider Description field. You can apply different formatting styles (e.g bold, underline etc) to the Provider Description using the controls of the Genovo HTML Editor. Click save and there you go, you've added an provider to your provider library.

Adding a provider logo

Having added a provider to your library, you can then upload their logo. As a result, the logo will be automatically inserted into your reports whenever that provider is selected in one of the recommendation sections of the Report Builder, thereby adding even further visual interest to your reports.

To add a provider logo simply click the upload provider logo icon, and you'll be directed to a new page where you'll be prompted to upload the provider logo as an image file (e.g .jpeg .png etc).

Linking the provider to recommendation sections

You'll also need to link the provider to one or more recommendation sections from within your Provider Library. On clicking the linked sections link to the far right of the provider. You'll be taken to a new page where you can select the section(s) you wish to link it to.

Your provider will now be included in the provider drop down menu of the selected wizard sections. In the example above this would be the New Investment Recommendation and Pension Benefits Recommendation sections.