This video tutorial steps through the initial stages of building a report in Genovo. It covers how to add a new or select an existing client from your Clien...

As a Writer user, to write a report to joint private clients (e.g. Mr & Mrs Smith) go to Write report, and add both clients into the Selected client(s) ...

As a Writer user, to create a report for an existing or new client, click Write report from the main dashboard. You'll be directed to the Write report p...

As a Writer user, having selected the client(s) you wish to write your report to, you will be prompted to confirm the method you wish to use to create the f...

An Owned by drop down menu is included within Write report for users who have had view all users' clients / reports activated for them. Once ac...

Genovo's speech-to-text functionality is available in over 40 places in various steps of the report creation process. It is generally available in place...

The process of creating an investment switch report in Genovo is very quick and straight forward. Assuming you have all the research to hand, have an active...

The process of creating an investment switch report in Genovo is very quick and straight forward. Assuming you have all the research to hand, have an active...

This article provides a step-by-step guide as to how a Writer user can quickly and easily write a suitability report confirming their recommendations for co...

This article provides a step-by-step guide as to how a Writer user can quickly and easily write a suitability report confirming their recommendations for c...