Report Types
This video tutorial explains more about the different report types you’ll find in Genovo including, amongst others, a suitability report, review report and ...
Tue, 10 Nov, 2020 at 2:36 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 t...
Fri, 5 Feb, 2021 at 8:44 AM
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 ...
Wed, 29 Jan, 2020 at 4:13 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...
Wed, 29 Jan, 2020 at 4:16 PM
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...
Wed, 29 Jan, 2020 at 4:19 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 literally all y...
Fri, 5 Mar, 2021 at 2:15 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...
Wed, 29 Jan, 2020 at 4:22 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 Type,...
Thu, 4 Mar, 2021 at 1:35 PM