Genovo has been designed to reflect the different job roles you tend to find within the typical financial planning company, and hence we have a concept of what we call Writer and Reader users.

A Writer user can log in to Genovo and write reports for themselves and / or other users within their account (assuming view all users' clients and reports has been activated for them). A paraplanner or adviser who gets involved in writing reports should be added as a Writer user.

A Reader user cannot log in to Genovo, or use Genovo to write reports, but they can have reports written for them by a Writer user. An adviser who has all of his / her reports written for them by a paraplanner should be added as a Reader user.

In summary, every individual within your company who is writing reports for themselves or others, or having reports written for them should be added as a user to your Genovo account. This is how Genovo has been designed to be used, and ensures that:

• Clients and reports can be saved within their adviser’s client library, and therefore managed more efficiently as everyone knows where to find them.
• You don’t have to waste time moving clients and reports to another user’s account when a paraplanner leaves your company and you want to reallocate their license to another user, as the clients and reports they’ve created have been saved within the adviser’s client library.
• The appropriate adviser’s (rather than the paraplanner’s) name, signature and headshot image is automatically inserted in the correct places throughout the report.
• The paraplanner can send the adviser an email notification when the report is ready for them to check.
• We can support both the adviser and the paraplanner.