Specific step info

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 yo...
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
How do I clone an investment strategy?
There are various scenarios where you may wish to clone an investment strategy within a report. 1. You may wish to clone a current investment strategy t...
Tue, 11 Dec, 2018 at 11:14 AM
How to clone a Recommended Investment Strategy and reuse it within a review section
Within Genovo it has always been possible to: 1) Clone a Current Investment Strategy (CIS) and reuse it in a review or the Investment Strategy section. ...
Tue, 11 Sep, 2018 at 12:50 PM
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 Investm...
Fri, 14 Sep, 2018 at 4:06 PM
Changes to the Recommended Investment Strategy step
The Recommended Investment Strategy step in the Recommended Investment Strategy section allows you to create one or multiple investment strategies for the p...
Fri, 8 Mar, 2019 at 3:23 PM
Which Recommended Actions trigger the Plan Comparison steps in the review sections?
The link below will direct you to the Summary of Recommended Actions matrix. Summary of Recommended Actions matrix This matrix contains a summary of...
Fri, 24 Aug, 2018 at 12:41 PM
New Investment Recommendation: Trusts Step - Enhanced Functionality
We've added extra functionality to the Trusts step of the New Investment Recommendation section. When you select one of the trust options from...
Fri, 24 Aug, 2018 at 12:53 PM
Assets & Liabilities and IHT Position step
You will find an Assets & Liabilities and IHT Position step in the Introduction section of some report types, click here for more info. It is a...
Thu, 14 Mar, 2019 at 4:09 PM
How do I add a new provider to the provider drop down menu from within the Plan Summary step?
If the provider you're recommending isn't already in the drop down menu of Plan Summary - add plan, you can add it from from directly within the s...
Thu, 30 Jan, 2020 at 11:06 AM