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  1. Surveys
  2. 2014
  3. February
  4. B
  5. Beta Tester's Feedback Form

Beta Tester's Feedback Form

Beta Tester Feedback Form
0%
Exit Survey
 
1. How would you rate the usability of Genovo?
Very poor Poor OK Good Very good N/A
The look and feel of the app
Ease of navigation
Over all ease of use
 
 
Comments/Suggestions:
   
 
 
2. Please rate your experience of the following features of Genovo. (If you haven’t used a feature yet select N/A)
Very poor Poor OK Good Very good N/A
The coverage of products / areas of financial planning
The Client Library
Customising the attitude to risk profiles
The Report Builder
The section wizards
Customising the style of your reports using a Report Theme
Customising your GUI (Graphical User Interface)
The Provider Library
The Investment Library
The Advice Options & Reasons Library
Customising the report template using the Report Content Manager
Adding users to your account and managing them (Company Plan Only)
Upgrading / downgrading your subscription
Joining a group
 
 
Comments/Suggestions:
   
 
 
 
What sections have you included within your reports this week? Please provide any comment regarding these sections in the text box below.
 
Introduction
 
Investment Review
 
Pension Review
 
Drawdown Review
 
Protection Review
 
Investment Recommendation
 
Retirement Planning Recommendation
 
Pension Benefits Recommendation
 
Protection Recommendation
 
Mortgage Recommendation
 
Investment Strategy
 
Important Information

 
 
Comments/Suggestions:
   
 
 
4. Please rate the report in terms of the following attributes. Please provide any additional comment below.
Very poor Poor OK Good Very good N/A
Look and feel
Professionalism
Format and layout
Ability to personalise and customise
Readability and customer friendliness
Need for further tailoring once downloaded
 
 
Comments/Suggestions:
   
 
 
5. Please rate your experience of the following support resources. Please provide any additional comment below.
Very poor Poor OK Good Very good N/A
The hints and tips
The video tutorials
The Knowledge Base (FAQ) centre
Response to direct support request
 
 
Comments/Suggestions: