Getting started

10 quick tips to set up your Genovo account in less than 30 minutes (Account Owners / Admins ONLY)
Genovo is ready to use straight out of the box - it even comes preloaded with a number of example report templates so you can see how a report could look wh...
Fri, 26 Apr, 2024 at 7:32 PM
Quick start guide to writing reports in Genovo
Genovo is ready to use straight out of the box and has a range of support resources to help new users get up and running quickly and efficiently.  We apprec...
Mon, 16 Sep, 2024 at 4:36 PM
Online demo video: An introduction to Genovo
This demo video runs through some of the key functionality of the Genovo suitability report app and demonstrates how to write an investment suitability repo...
Thu, 15 Aug, 2024 at 4:03 PM
Finding your way around Genovo
When you log in to your account you'll land on the main dashboard which will look something like this. You'll notice a number of icons on t...
Fri, 26 Apr, 2024 at 8:04 PM
Preloaded report templates / example reports
Lets face it - life is busy enough, and sometimes you want to just jump right in and see the end results without investing too much time in learning what yo...
Sat, 27 Apr, 2024 at 11:33 AM
Genovo Advice Scenario Matrix
The Genovo Advice Scenario Matrix is a really simple, but highly effective little tool (especially for those who are just starting out with Genovo) that dem...
Fri, 26 Apr, 2024 at 7:32 PM
Other Useful Matrices
In addition to the Genovo Advice Scenario Matrix,  we've also created a number of other matrices to enhance your understanding of Genovo which you may w...
Mon, 16 Sep, 2024 at 11:48 AM
Hints and Tips - We're with you every step of the way....
We think you’ll find Genovo is easy to use. However, there’s always a bit of a learning curve involved in getting to grips with any new software - we know w...
Fri, 26 Apr, 2024 at 7:32 PM
Video tutorials
We’ve created a series of video tutorials covering everything you need to know about the Genovo suitability report app - from how to manage your account and...
Fri, 26 Apr, 2024 at 7:33 PM