Very much so! The FCA's main reservation regarding reports created from templates or by software is the lack of personalisation and the amount of generic content that is typically included; as this is likely to reduce a customer’s ability to read, consider and understand the recommendations being made.


With Genovo, standard content is only included when it is directly relevant to the client’s needs and circumstances. The section wizards also provide numerous prompts for you to include personalised Advice Options and Advice Reasons, and provide additional clarification to justify the recommendations being made.