This video tutorial provides an overview of the different Report Types you’ll find in Genovo including, amongst others, a suitability report, review report ...

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 ...

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...

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...

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...

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...

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...