Investment review and new investment recommendation

This demo video runs through the key functionality of the Genovo suitability report app and demonstrates, in real time, how you can build 'from scratch' a compliant and highly personalised suitability report covering an investment review and a new investment recommendation in less than 20 minutes.

You can download a copy of an example investment report much like the one created during this video here.

Mortgage and protection only

Alternatively, if you are a mortgage and protection adviser only, you will find this demo is more relevant to you.

You can download your own copy of the example mortgage and protection created during this video here.