Specific step info

How are the monetary charges in the various Plan Charges steps calculated?
Within Genovo, you are prompted to provide the aggregated total charge of a plan as a % within the Plan Charges step of the review and recommendation sectio...
Wed, 10 Jan, 2024 at 5:08 PM
How is costs and charges disclosure dealt with in the new Review Report 2.0 and Continued Suitability Report?
A subject close to all our hearts is MiFID II, so I thought I’d take a look at how the new Review Report 2.0 and Continued Suitability Report help you meet ...
Mon, 22 Nov, 2021 at 2:37 PM
How do I copy the charges from one plan to another within the Plan Charges step?
If you are adding multiple plans to a review or recommendation section with the same or similar charging structure, you will find it much quicker to use the...
Fri, 5 Mar, 2021 at 10:03 AM
New Plan Charges Shortcut - Investment-related charges copied to Plan Charges step
This is one that a few of you have suggested, so thanks for the feedback and please do keep those suggestions coming. To save you time having to re-key ...
Fri, 5 Mar, 2021 at 10:02 AM
How do I include a comparison of projected fund values in my pension switching reports?
It is a key requirement of the FCA for pension switching cases that you conduct a comparison of the costs and charges of the ceding and new plan on a like-f...
Wed, 28 Jun, 2023 at 4:44 PM
An Overview of Investment Strategies
In Genovo, an investment strategy is the name we’ve given to the underlying investment(s) that an existing or new plan invests into. For mainstream investme...
Thu, 24 Aug, 2023 at 10:55 AM
How do I include an existing plan’s current investment strategy in the review section of a report?
When you add a plan to the plan summary step of a review section you'll be prompted to create or select the Current Investment Strategy for that plan. Y...
Fri, 5 Mar, 2021 at 9:46 AM
How do I add an investment to an investment strategy within the Investment Strategy step and save it to my Investment Library at the same time?
You may find when you're creating an investment strategy that you want to add an investment which you haven't previously saved within your Investmen...
Fri, 14 Sep, 2018 at 4:06 PM
How and where can I add investment performance graphs into my reports?
It's really easy to add images of investment performance graphs into the reports you create in Genovo. Such graphs will not only help add context to you...
Wed, 29 Jan, 2020 at 5:12 PM
How do I recommend the switch or rebalance of funds within an existing investment?
In the first instance you’ll need to add the appropriate review section to the Report Builder. It’s within this section that you’ll be prompted to provide i...
Thu, 30 Jan, 2020 at 11:02 AM