This video explains how you can save key client information to the adviser’s Client & Report Library, and control which users can view, edit and write r...

The Client & Report Library is accessed via the Libraries dashboard, and allows you to manage the clients and reports belonging to you and other users w...

A client's reports are automatically saved against the client in the Client & Report Library which can be accessed from the Libraries dashboard. ...

Yes. Activating view all user's clients / reports for a Writer user will allow them to: View and edit the existing clients and reports of all users wi...

Before you can change the ownership of a client to another user within your account view all user's clients / reports will need to have been activated f...

There are several reasons why you may want to clone an existing report. 1. You need to write a similar report to one that you've previously written ...

There are a couple of reasons why you may want to reassign a report to another client. 1. You want to add a second client to a report that was started i...

Genovo caters for a variety of different currencies including pound sterling, dollars and euros. You can select a currency for a client and an individual re...