Learn more about the 3 different report creation methods you can use to create the initial framework for your report.

To write a report to an existing or new client click write / view report from the main dashboard. You'll be directed to the Write / View Report page tha...

When we first released Genovo, there was only ever one way to create a report and that was what we now call ‘from scratch’. Then as part of our January 2020...

To write a report for joint private clients (e.g. Mr & Mrs Smith) go to write / view report, and add both clients individually in turn to the Selected C...

A User drop down is included within the Write / View Report page of users for whom view all users' clients / reports has been activated. Once a...

This article provides a step-by-step guide as to how you can quickly and easily write a suitability report for consolidating multiple client plans into an e...

We've written a series of three 'user tip' blogs on how Genovo deals with 'replacement business' and how it can help you fulfil all the ...

This article provides a step-by-step guide as to how you can quickly and easily write a defined benefit pension transfer report using the Genovo suitability...

The four Genovo review sections in Genovo’s Report Builder (investments, pension plans, retirement income plans and protection plans) are designed to allow ...

This article provides a step-by-step guide as to how you can quickly and easily write a suitability report confirming your recommendations for your client t...