The Provider Library

VIDEO: The Provider Library
This video walks you through how you can quickly and easily manage the providers that show in the provider drop down menu included in the Plan Summary step ...
Fri, 8 Mar, 2024 at 11:03 AM
What is the Provider Library?
The Provider library comes preloaded with a number of popular insurance companies, investment houses, platforms and wraps, and this information is managed a...
Thu, 4 Mar, 2021 at 5:20 PM
Can I remove the provider logos from my own and / or my users’ reports?
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...
Wed, 29 Jan, 2020 at 5:13 PM
How do I add a provider to my Provider Library?
This is easy. From your dashboard click libraries > provider library. To add a new provider to your library click add provider. You'll be di...
Wed, 29 Jan, 2020 at 5:13 PM
How do I link a custom provider to a recommendation section?
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...
Fri, 14 Sep, 2018 at 4:37 PM
How do I hide a provider?
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 va...
Tue, 21 Jan, 2020 at 4:39 PM
How do I share a provider?
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...
Tue, 21 Jan, 2020 at 4:48 PM