Report Types

VIDEO: An overview of the different 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
Overview of the different report types
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
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 ...
Wed, 29 Jan, 2020 at 4:13 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...
Wed, 29 Jan, 2020 at 4:16 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...
Tue, 6 Jul, 2021 at 12:59 PM
How do I write a basic suitability report recommending the bed & ISA of a client's existing investment?
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
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...
Wed, 29 Jan, 2020 at 4:22 PM
How do I change the report type of a report
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