You can quickly and easily change the look and feel of your reports by applying a different Report Theme.  A theme is a set of formatting choices that w...

You can select a different Report Theme via Customisation > Brand theme > Report Theme. Your account comes preloaded with five themes:  Modern G...

To create and edit your own Report Theme, go to Customisation > Brand theme > Report theme. You can create your own Report theme by cloning and th...

Here's an example of how the different styles are used in a report.

The 'Plan summary table format' function within a Report Theme allows you to configure how the Plan Summary tables come out at the top of the review...

Within Genovo, percentages and monetary values display to 3 and 2 decimal places respectively; and trailing zeros are included as standard to ensure consist...

Within Genovo, to ensure consistency of report output, all four Plan Charges columns (Product, Patform, Adviser and Investment Management) are included as s...