This is easy. Go to customisation > upload logo and follow the simple on-screen instruction.  The types of image that you can upload to Genovo are: ...

What is a favicon? A favicon is an icon associated with a particular website, typically displayed in the address bar of a browser accessing the site or ...

This is really easy. To change your name and / or add your job title and qualifications (e.g Chartered Financial Planner) go to Account Admin > Your Deta...

The standard title that will come out on the front cover of suitability reports created in Genovo is fixed as “Suitability Report” as standard. You are ...

If you makes changes to your report in Word, it is likely that you will need to update the table of contents to reflect any revised page numbers. This i...

Here's a link to a 'User Tip' blog that walks you through how to customise your account so the attitude to risk and capacity for loss text co...

The Client Declaration page is automatically included as a section within the Report Builder as standard. If you choose to include it, it will come out as a...

There are different thoughts and opinions surrounding how much detail about a client’s circumstances you need to include in your suitability reports. Two vi...

Following feedback from our users we've made some changes to the Genovo report header and footer to make them more aesthetically pleasing. Report H...

We know that the format of the Plan Summary tables in the reports you download from Genovo has been bugging some of our users, and we've been racking o...