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Technology for financial advice

From questionnaire to signed SOA. One integrated workflow.

Nuvano is a complete technology platform for financial advice: client questionnaire, fund matching from official data sources, automated SOA generation, digital signature, and compliance audit trail. One integrated workflow.

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A 37-second walkthrough of the advice workflow, with sample clients.

From first click to signed advice

Automation handles the heavy lifting. You add the expertise.

  1. Smart Questionnaire

    Dynamic questions adapt to each client's age and circumstances. Client completes it on their device. No printing, no back-and-forth.

    3–5 minutes

  2. Recommendation + SOA

    The system matches the client to the right fund from your selected providers and generates the full SOA including fund analysis, fee comparison, and projections. You review and approve.

    Instant

  3. Sign & Portal

    Digital signature captured with full audit trail. Client portal created automatically so the client always has access to their advice.

    1–2 minutes

See the full advice workflow

Interested in Nuvano?

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