This video walks you through how you can quickly and easily manage the providers that get listed out in the provider drop down menu included in the Plan Sum...

The Provider library comes preloaded with a number of popular insurance companies, investment houses, platforms and wraps, and this information is managed a...

This is easy. From your dashboard click libraries > provider library. To add a new provider to your library click add provider. You'll be d...

Yes you can!  The logo of all the providers that Genovo manages and maintains on your behalf are automatically inserted into reports by default. However...

Having added a provider to your Provider Library, you can link it to one or more recommendation sections from within your Provider Library. From your dashbo...

If you don't use a particular provider, you can hide the provider and remove it from the Provider drop down menus in the add / edit plan pages of the v...

Administrators of Company or Group Plans can share their custom providers with other account users or linked accounts via their Provider Library. To share a...

You can only edit providers belonging to you or the organisation to which you belong (assuming you have the necessary admin privileges). For further informat...