Report Types
This video tutorial provides an overview of the different Report Types you’ll find in Genovo including, amongst others, a suitability report, review report ...
Fri, 26 Apr, 2024 at 7:38 PM
When you create a new report 'from scratch' within Genovo you are prompted to select a Report Type. Each Report Type has been designed to ...
Tue, 28 May, 2024 at 3:32 PM
As part of the service you provide to your clients, you may wish to provide your client with a regular holistic review of their financial affairs, as well a...
Fri, 26 Apr, 2024 at 7:38 PM
The Continued Suitability Report is shorter and more product focused than the Review Report 2.0. It has been specifically designed to fulfil the requirement...
Fri, 26 Apr, 2024 at 7:38 PM
This article provides a step-by-step guide as to how you can quickly and easily write a report covering a fund switch. While it’s perfectly possible to docu...
Fri, 26 Apr, 2024 at 7:38 PM
This article provides a step-by-step guide as to how you can quickly and easily write a suitability report to a client confirming your recommendations to to...
Fri, 26 Apr, 2024 at 7:38 PM
Being able to change the Report Type is particularly useful should you: Realise part way through building a report that you’d selected the wrong Report T...
Fri, 26 Apr, 2024 at 7:38 PM