This video tutorial provides an overview of the different Report Types you’ll find in Genovo including, amongst others, a Suitability Report, a Review Repor...

When creating a report 'from scratch' within Genovo you are prompted to select a Report Type.  Each Report Type has been designed to cater ...

As part of the service you provide to your clients, you may wish to provide your client with a regular holistic and comprehensive review of their financial ...

The Review Report – No Change is shorter and more product focused than the Review Report - Recommendations. It has been specifically designed to fulfil the ...

This article provides a step-by-step guide as to how you can quickly and easily write a report covering a fund switch. While it’s perfectly possible to docu...

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...

Being able to change the Report Type is particularly useful should you, as a Writer user:  Realise part way through building a report that you’d selected ...