Genovo is a comprehensive report writing solution that has been designed to reflect the different job roles (adviser, administrator, paraplanner, compliance) you tend to find within the typical financial planning company, and hence we have a concept of what we call Writer and Reader users.
Writer users
As well as being able to potentially customise and manage their account, Writer users have access to the Report Builder. This allows them to create the framework of a report with 98%+ of the required content already included as an initial draft for themselves and / or other users within their account. They can then make final tweaks to this draft report and publish it in the Report Editor.
A paraplanner or adviser who is involved in drafting reports should be added as a Writer user.
Reader users
Reader users cannot customise or manage their company's account, and they cannot create reports in the Report Builder. However, just like Writer users, they can edit the content of a draft report (that's been created by a Writer user) and publish it in the Report Editor. They can also make a new version of a Report Editor report by cloning the previous version.
An adviser who has their reports drafted for them by a paraplanner, and just needs to review and tweak the content, should be added as a Reader user.
Within the Report Editor, Writer and Reader users have access to a range of features to help them manage and make the report writing process more efficient including the ability to:
- Add comments and track the changes made to reports in the Report Editor.
- Upload the published report into their back office system.
- Apply a Report Status to monitor the progress of a report.
- Send other users a notification that a report is ready to check / review in the Report Editor.
- Apply an Adviser Report Rating to measure the experience of key stakeholders in the report creation process.
The Genovo Plans & User Matrix provides a summary of the functionality that's available to the different user types, within the different plans in Genovo.