The Account settings page is where Account owners and Account admins can choose the preferences and settings that will apply to all users of the account. ...

Account Owners or admins can mandate 2FA for all of their account's users via Account admin > Account settings simply by toggling the 'Mandate tw...

By default, Genovo displays percentage values to 3 decimal places, and monetary values to 2 decimal places.  For percentage values, this means if you en...

Within Genovo, monetary and percentage values always display trailing zeros as standard to ensure consistency of output. Monetary values will always di...

Within Genovo, to ensure consistency of report output, all four Plan Charges columns (Product, Platform, Adviser and Investment Management) are included as ...

When this section is included within the main body of the Report Builder, all of the plan charges related text and tables are removed from the individual re...

As the name suggests, Genovo's Review Report - No Change report type is designed to be used when there has been no change in the client's investment...

Predictive Plan Charges involves harnessing the power of Genovo's AI Assistant - Gena - to offer up suggested Product, Platform, Adviser and Investment-...

Many advice firms use model portfolios as part of their advice proposition. However, when a plan investing in a model portfolio is added into a back office ...