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Knowledge base
Introduction
Getting started
9
10 quick tips to set up your Genovo account in less than 30 minutes (Account Owners / Admins ONLY)
Quick start guide to writing reports in Genovo
Online demo video: An introduction to Genovo
Finding your way around Genovo
Preloaded report templates / example reports
View all 9
30 day free trial
5
How does the 30 day free trial work?
Do I have to provide bank card details to trial Genovo?
Can I change plan during my trial?
How do I cancel my subscription during the 30 day free trial period?
How many times can I trial Genovo?
System requirements
4
What is the minimum workstation specification for using the Genovo app?
Which web browsers does Genovo support?
Can I access Genovo from my iPad or smartphone?
Will Genovo work on Macs?
Account Admin
Basic account admin
6
How do I change my password?
I've forgotten my password. How do I request a new one?
I've been locked out of my account. What should I do?
What is my user role?
How do I export my client's data out of Genovo?
View all 6
Your subscription
5
How do I upgrade or downgrade my plan?
I want to downgrade but the plan isn't available
How do I cancel my subscription?
How do I reactivate my account?
Which plan am I signed up to?
Billing
6
How and when do I pay?
How do I update my card details?
Do I have to pay VAT?
Do you issue refunds for partial months?
I have a query about billing or invoicing. What should I do?
View all 6
Manage Users
14
How do I add a user to my account?
What is the difference between a Writer User and a Reader user?
What are the different user roles?
How do I activate 'view all users' clients / reports' and allow paraplanners to write reports for adviser within my account?
How can I use workgroups to restrict which clients / reports another user can view and edit?
View all 14
Group Plan
2
What is the Group Plan and how does it work?
Can I mandate custom group content?
Building a Report
Report Types
7
VIDEO: An overview of the different report types
Overview of the different report types
How do I write an (annual) review report for an existing client?
How do I write a Continued Suitability Report for an existing client?
How do I write a basic fund switch report?
View all 7
The Report Template Library
9
VIDEO: An overview of the Report Template Library
What is the Report Templates Library?
How do I create a report template?
How do I edit a report template?
How do I clone a report template?
View all 9
Creating a report
21
VIDEO: Adding clients and selecting the report creation method
How do I create a report for an existing or new client?
What is the difference between the three methods you can use to create a report?
How do I write a report for joint private clients?
How do I write a report for a client belonging to another user within my account?
View all 21
The Report Builder
10
VIDEO: The Report Builder
What is the Report Builder?
How do I change the order the sections come out in a report?
How do I remove a section from a report?
How do I remove the Table of Contents from a report?
View all 10
Wizard sections
13
VIDEO: How to write a report: The Introduction section
VIDEO: How to write a report: The Client Risk Profile section
VIDEO: How to write a report: A review section
VIDEO: How to write a report: A recommendation section
VIDEO: How to write a report: The Recommended Investment Strategy section
View all 13
Specific step info
13
How are the monetary charges in the various Plan Charges steps calculated?
An overview of the Current Plan Charges step
An overview of the Revised Plan Charges step
An overview of the Plan Charges step in the recommendation sections
How are ex-ante and ex-post charges disclosure dealt with in Genovo?
View all 13
Libraries
Client & Report Library
8
VIDEO: An overview of the Client & Report Library
What is the Client & Report Library?
How do I view and edit a client's reports?
Can a user view and edit the clients and reports of another user?
How do I change the ownership of a client and their reports to another user within my account?
View all 8
Investment Library
11
VIDEO: An overview of the Investment Library
What is the Investment Library?
How do I add an investment to my Investment Library?
What is the purpose of the preloaded Genovo example investments?
How do I clone an investment?
View all 11
Provider Library
8
VIDEO: An overview of the Provider Library
What is the Provider Library?
Can I stop the provider logos coming out in my own and / or my users’ reports?
How do I add a provider to my Provider Library?
How do I clone a provider?
View all 8
Customisation
The Advice Options & Reasons Library
10
Video: An overview of the Advice Options & Reasons Library
What is the Advice Options & Reasons Library?
How do I add a custom Advice Option or Advice Reason to a step?
How do I add an advice option to a category?
How do I hide an Advice Option or Advice Reason?
View all 10
The Report Content Manager
14
VIDEO: How to customise the boilerplate content of your reports and templates using the Report Content Manager
What is the Report Content Manager?
What is a snippet?
How do I create a custom version of a Genovo snippet?
How do I create a custom snippet?
View all 14
Report Section Manager
6
Video: An overview of the Report Section Manager
What is the Report Section Manager?
How do I create a custom non-wizard section?
Can I change the position of a custom section in the Report Builder?
How do I hide a section so it does not show in the Report Builder?
View all 6
Attitude to Risk Profiles
5
What is the Attitude to Risk Library?
How do I create a custom set of attitude to risk profiles to use in my reports?
How do I add an image or table into my attitude to risk profile descriptions?
How do I hide a set of Attitude to Risk Profiles?
How do I customise the capacity for loss wording used in my reports?
The Report Theme
6
What is the Report Theme?
How do I select another Report Theme?
How do I create and edit my own Report Theme?
How do the styles of a Report Theme relate to the content generated in a report?
What is the difference between a 'dynamic' and 'fixed horizontal' Plan Summary table format?
View all 6
Report Title Page Image
5
VIDEO: How to add a background image to your report title page
How do I add a background image to my report title page?
What are the optimal dimensions for a report title page image?
How do I unselect a report title page image?
Why is the Report Title Page Image icon greyed out on my customisation dashboard?
The GUI Theme
2
What is the GUI Theme?
Why is GUI Theme greyed out on my Customisation dashboard?
The Report
The Word report
12
How do I add my company logo to my reports?
How do I include a favicon in the top right hand corner of my reports?
How do I change how my name and company details are displayed within my reports?
How do I add a headshot and / or signature image to my reports?
How can I customise the title page of my reports?
View all 12
General compliance info
4
What does the FCA expect from a suitability report?
Has the report been approved by the FCA?
Do I need to personalise my reports to ensure they are compliant?
How signposting can help control the length of your suitability reports
Integrations
Curo (Time4Advice)
13
VIDEO: How to set up and use the integration with Curo
How do I set up an integration with Curo for my company and its users?
How do I see which Curo account is linked to my Genovo account?
What client-related data is currently available via the Curo integration?
What plan-related data is currently available via the Curo integration?
View all 13
Dynamic Planner
2
How do I set up an integration with Dynamic Planner?
What data is currently made available via the integration?
intelliflo office
12
VIDEO: How to set up and use the integration with intelliflo office
How do I set up an integration with intelliflo office?
What client-related data is currently available via the intelliflo office integration?
What plan-related data is currently available via the intelliflo office integration?
How do I add a client from intelliflo office into Genovo?
View all 12
Plannr
13
How do I set up an integration with Plannr?
What client-related data is currently available via the Plannr integration?
What plan-related data is currently available via the Plannr integration?
How do I add a client from Plannr into Genovo?
How do I update an integrated client?
View all 13
Xplan
12
VIDEO: How to set up and use the integration with Xplan
How do I set up an integration with Xplan?
What client-related data is currently available via the Xplan integration?
What plan-related data is currently available via the Xplan integration?
How do I add a client from Xplan into Genovo?
View all 12
Help Desk Software
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