Here's a link to a 'User Tip' blog that walks you through how you can quickly and easily customise your Genovo account so the client's attitude to risk and capacity for loss comes out in the Introduction rather than the Recommended Investment Strategy section of your suitability reports.
How to move the attitude to risk and capacity for loss text from the Recommended Investment Strategy to the Introduction section in your suitability reports Print
Modified on: Thu, 11 Feb, 2021 at 4:51 PM
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