This is easy. Go to customisation > upload logo and follow the simple on-screen instruction, or watch this quick little video to learn more. Th...

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...

Within Genovo, it is possible to upload a headshot and / or signature image for a user. This can be done:  1) By the user If the user is a Writer Us...

The default report title that is automatically inserted into the Report Title Page in Genovo is static i.e., it is fixed and remains the same each time. How...

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...

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...