Client Lifecycle
Advisers want ongoing relationships, not one-off advice. Nuvano helps you schedule and track client reviews, archive with proper documentation, and re-engage clients when needed.
The Relationship Challenge
The Nuvano Solution
- Reviews fall through the cracks without proper scheduling
- Archived clients lost without proper documentation
- No clear process for re-engaging past clients
- Client history scattered or incomplete
- Scheduled review tracking and reminders
- Proper archival with documented reasons
- Easy client reactivation when needed
- Complete client history maintained
Client Lifecycle Stages
Onboarding
New client intake and initial advice
Active
Ongoing relationship with scheduled reviews
Review Due
Client needs a periodic review
Archived
Properly documented for records
Lifecycle Management Features
Review Scheduling
Set review dates and receive reminders when clients are due for a check-in
Proper Archival
Archive clients with documented reasons while maintaining complete history
Easy Reactivation
Bring archived clients back when they need advice again, with full history intact
Complete Client History
Every interaction, every recommendation, every document - all maintained for the life of your relationship and beyond.
What's Tracked
- All advice submissions
- Recommendations made
- Documents generated
- Client acknowledgments
- Review history
Why It Matters
- Regulatory compliance
- Better client conversations
- Seamless adviser transitions
- Informed future advice
- Protection for your practice
Build Lasting Client Relationships
Manage the full client lifecycle, not just one-off transactions
Explore More Features
Smart Adaptive Questionnaire
Dynamic questions that adapt based on age and circumstances. FAPs can customise text, order, and help content to match their …
Under 20-Minute Advice Workflow
From questionnaire to recommendation, SOA generation, digital signature, and portal creation. All in under 20 minutes with real-time email notifications.
Questionnaire Customisation
Customise question wording, add help text, and control question visibility - your brand voice, your way
Statement of Advice Customisation
Customise every section of your Statement of Advice - from cover page to disclaimers, make it truly yours
True Adviser Independence
Choose affiliated or independent relationships per provider. Configure fees for service, enabling truly independent advice.
KiwiSaver Projection Simulator
Interactive projections using sophisticated Monte Carlo analysis with 10,000 scenarios. Shows probability of success with beautiful visualisations.
Fund Research & Comparison
Compare KiwiSaver funds side-by-side. Filter by provider, view fees and returns, and make informed recommendations.
Document Search & Access
Real-time access to PDS, fund updates, and holdings. Advanced search with filters and automatic document syncing from official sources.
Compliance & Governance
Designed to support FMA requirements. Audit trails of all client changes, documented adviser overrides, and records maintained for your regulatory …
Disclosure Management
Centralised disclosure library. Upload documents, link to your website, adviser-level customisation, and client acknowledgment tracking.
Team & Collaboration
Scale your practice without losing control. Multiple advisers, role-based access, and organised client management.
Adviser Assist
Guide clients through questionnaires in person, over video, or by phone.
Invitation Tracking
Send questionnaire invitations and track every step from delivery to completion.
Marketing Tools
Embed lead capture on your website and share personal questionnaire links.
Branding & White-Label
White-label the platform with your logo, colours, and disclosure statement.
Review Scheduling
Schedule periodic reviews and track client lifecycle from onboarding to archive.