Report Types

Overview of the different report types
When you create a new report for a client within Genovo you are prompted to select a report type.  The different report types have been designed to...
Thu, 14 Mar, 2019 at 2:01 PM
How do I write an (annual) review report for an existing client?
As part of your client service proposition, you may wish to provide your client with a regular holistic review of their financial affairs, as well as their ...
Thu, 14 Mar, 2019 at 3:08 PM
How do I write a Continued Suitability Report for an existing client?
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...
Thu, 14 Mar, 2019 at 3:09 PM
How do I write a basic fund switch report?
This article provides a step-by-step guide as to how you can quickly and easily write a brief and concise report to a client confirming your recommendations...
Thu, 14 Mar, 2019 at 3:09 PM
How do I write a basic suitability report recommending the top-up of an existing investment / pension?
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...
Thu, 14 Mar, 2019 at 3:10 PM
How to change the report type of a report
It's really easy to change the report type of an existing report. Just follow these simple steps. 1. From the dashboard, click Write / view reports...
Fri, 3 May, 2019 at 2:15 PM