This video tutorial steps through the initial stages of building a report in Genovo. It covers how to add a new or select an existing client from your Clien...

To write a report to an existing or new client, click Write report from the main dashboard. You'll be directed to the Write report page that looks like ...

Having selected the client(s) you wish to write your report to, you will be prompted to confirm the method you wish to use to create the initial framework f...

To write a report to joint private clients (e.g. Mr & Mrs Smith) go to Write report, and add both clients into the Selected client(s) list and click Nex...

An Owned by drop down menu is included within Write report for users who have had view all users' clients / reports activated for them. Once ac...

This article provides a step-by-step guide as to how you can quickly and easily write a suitability report to consolidate one of more existing plans a clien...

We've written a series of three 'user tip' blogs on how Genovo deals with 'replacement business' and how it can help you fulfil all the ...

This article provides a step-by-step guide as to how you can quickly and easily write a defined benefit pension transfer suitability report using Genovo. ...

The four review sections in Genovo are designed to allow you to list a client’s existing plans. Some users use the review sections to only record the plans ...

This article provides a step-by-step guide as to how you can quickly and easily write a suitability report confirming your recommendations for your client t...