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...

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 ...

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 brief and concise report to a client confirming your recommendations...

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...

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...