Fund Research & Comparison
Advisers need research tools, not just recommendation outputs. Compare funds side-by-side, see fees and performance, and filter by your selected providers or search all available funds.
The Research Challenge
The Nuvano Solution
- Switching between multiple websites to compare funds
- Fund data in different formats and structures
- Time wasted finding current fees and performance
- No easy way to compare funds side-by-side
- All KiwiSaver funds in one place
- Side-by-side fund comparison
- Filter by your selected providers
- Standardised fee and return information
Research Tools for Advisers
Side-by-Side Comparison
Select multiple funds and compare them in a clear, standardised format
- Compare fees directly
- View historical returns
- See risk categories
- Check fund size
Provider Filtering
Focus on your selected providers or explore the full market
- Your selected providers
- All available funds
- Filter by fund type
- Search by name
Comprehensive Fund Data
All KiwiSaver funds from official sources, with standardised data for easy comparison.
Fees & Costs
Annual fees, buy/sell spreads, and other costs clearly displayed
Historical Returns
Performance data across different time periods
Risk Categories
Defensive, conservative, balanced, growth, and aggressive classifications
Official Data Source
All fund data comes from official sources, ensuring you're working with accurate, up-to-date information for your research and recommendations. Use it to run Monte Carlo projections or access fund documents directly.
Over 380 KiwiSaver funds from all registered providers, updated regularly with the latest fee and performance information.
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.
Client Lifecycle
Manage relationships, not just transactions. Schedule reviews, archive properly, and maintain complete client history.
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.
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.