Creating a report
This article provides a step-by-step guide as to how a Writer user can quickly and easily write a suitability report covering the switching of crystallised ...
Fri, 5 Jun, 2026 at 11:57 AM
This article provides a step-by-step guide as to how a Writer user can quickly and easily write a suitability report for a beneficiary drawdown plan. Go t...
Fri, 5 Jun, 2026 at 10:38 AM
Genovo has been designed to cover Inheritance Tax (IHT) planning advice and includes a number of solutions and planning techniques that an adviser will typi...
Fri, 5 Jun, 2026 at 1:15 PM
A bed & ISA can be covered in a variety of Report Types in Genovo including the Suitability Report or the Review Report - Recommendations. However, if a...
Fri, 5 Jun, 2026 at 1:12 PM
This article provides a step-by-step guide as to how Writer users can quickly and easily recommend an additional permitted subscription (APS) into a client&...
Fri, 5 Jun, 2026 at 1:15 PM
This article provides a step-by-step guide as to how a Writer user can quickly and easily write a suitability report recommending an investment be put into ...
Thu, 12 Feb, 2026 at 10:30 AM
This article provides a step-by-step guide as to how a Writer user can quickly and easily write a suitability report recommending the purchase of structured...
Wed, 15 Apr, 2026 at 1:23 PM
This article provides a step-by-step guide as to how a Writer user can quickly and easily write a suitability report recommending the purchase of structured...
Thu, 21 May, 2026 at 2:30 PM
This article provides a step-by-step guide as to how a Writer user can quickly and easily write a suitability report recommending a purchased life annuity. ...
Thu, 9 Apr, 2026 at 11:31 AM
This article provides a step-by-step guide as to how Writer users can quickly and easily write a suitability report to a corporate client detailing your rec...
Wed, 30 Apr, 2025 at 10:16 AM