Suitability Report Templates / Tools
JSFPL
Member
Good Afternoon Everyone
We are looking to improve our suitability reports to ensure they are not so clunky and are more user friendly, our own personalised branding is a must so it is visually appealing.
Does anyone have any contacts for template creation or report writing tools.
Thanks in advance
Comments
Hi, we have been using genovo for over 4 years or so and we really like it. Thanks
Yes Genovo too, and you might also want to take a look at these guys: https://www.atebsuitability.co.uk/
Another recommendation for Genovo. Pretty easy to use and you can change the colour to match your company branding.
Takes a little time at the start to customise the content.
Do Ateb or Genovo integrate with Xplan, so that client and plan information can be pulled from Xplan into letters?
Genova integrates with Xplan.
Paraplanner. F1, Apple, Nutella, ice cream. No trite motivational quotes. Turning a bit northern.
Many thanks for the recommendations and kind words about Genovo - always really interested to hear what paraplanners have to say.
@JSFPL you'll find loads of info. about Genovo (including video tutorials, example reports etc) on our website.
https://www.genovo.co.uk/
If you'd like to see a bit more, you can sign up for a 30 day free trial via the link below.
https://app.genovo.co.uk/SGAccount/SignUp
@Gustavo_Fring Both Genovo and ATEB integrate with Xplan. You'll find more information about our integration with Xplan in our Knowledge Base, or by clicking on the link below.
https://support.genovo.co.uk/support/solutions/folders/43000563569
Hope that helps, but please don't hesitate to get in touch if you have any further questions.
Great, thanks Ed.
Hi all - slightly late to the thread.
Just wanted to introduce myself as I run an independent consultancy which provides specialist advice on XPLAN. We can help to configure XPLAN and also develop complex and eye-catching XMERGE reports (suitability, valuations reports, client letters etc).
If you would like to reach out you can find us on LinkedIn - 'Consiglo'.