Getting started

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...
Tue, 23 Jan, 2024 at 2:56 PM
Finding your way around Genovo
When you log in to your account you'll land on your dashboard which will look something like this. You'll notice a number of icons on the l...
Tue, 21 Dec, 2021 at 10:59 AM
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 whe...
Fri, 9 Jun, 2023 at 1:00 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 you ...
Thu, 3 Feb, 2022 at 10:36 AM
Report Section Matrix
The Genovo Report Section Matrix is a really simple, but highly effective little tool (especially for those who are just starting out with Genovo) that demo...
Wed, 29 Jan, 2020 at 3:49 PM
Other Useful Matrices
In addition to the Genovo Report Section Matrix,  we've also created a number of other matrices to enhance your understanding of Genovo which you may wi...
Thu, 10 Jun, 2021 at 10:48 AM
Page Helps - We're with you every step of the way
We think you’ll find Genovo's easy to use, but we do appreciate there’s always a bit of ramp time involved in getting to grips with any new software - w...
Mon, 20 Jan, 2020 at 3:48 PM
Video tutorials
We’ve created a suite of video tutorials covering everything you need to know about the Genovo suitability report app - from how to manage your account and ...
Tue, 24 Nov, 2020 at 2:58 PM