The Account settings page is where Account owners and Account admins can choose the preferences and settings that will apply to all users of the account.
Account settings is accessed from the Account admin dashboard and contains the following settings:
Security
- Mandate two-factor authentication (2FA) - Require all account users to use 2FA when logging in to their account.
App & reports
- Decimal place display for % values - Control how many decimal places percentage values display to in the app and your reports.
- Trailing zeros display for % values - Include trailing zeros for percentage values.
- Show blank columns in Plan Charges tables? - Retain empty columns in the Plan Charges tables included in the review & recommendation sections of your reports.
- Include Consolidated Plan Charges section in Report Builder? - Automatically insert this section into the main body of the Report Builder on creating a new report.
- Exclude Plan Charges from ‘no change’ review reports? - Hide the Current Plan Charges step from all review sections in ‘no change’ review reports.
Genovo AI Assistant (Gena)
- Predictive plan charges - Activate the auto-insertion of “predicted” charges data for plans in the Current Plan Charges step.
Integrations
- Deactivate the import of a plan’s Current Investment Strategy - Stop the import of a plan’s underlying holdings when it is added / updated from a CRM.