Creating a report
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...
Mon, 24 Mar, 2025 at 3:08 PM
A bed & ISA can be covered in a variety of Report Types in Genovo including the Suitability Report or the Review Report 2.0. However, if all you’re reco...
Tue, 29 Apr, 2025 at 8:48 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&...
Tue, 29 Apr, 2025 at 8:48 PM
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
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...
Thu, 31 Jul, 2025 at 2:56 PM