The adviser platform
that respects your time.
Digital advice infrastructure with the personal touch. Built for advisers and provider networks. You control the advice. We handle the infrastructure.
I want to...
Works with every KiwiSaver provider
Automation that empowers. You stay in control.
Automated fund matching and SOA generation. You review, override if needed, and deliver. Technology that works for you, not instead of you.
- Lock you into their provider panel
- Limited fund data
- You analyse funds and write the rationale
- Generic CRM with advice bolted on
- Software often bundled with network membership
- Works with any KiwiSaver provider or scheme
- Extensive fund data synced from official sources
- Fund matching with rationale and SOA generated
- Purpose-built for KiwiSaver advice workflows
- Software only. You stay independent
From first click to signed advice
Automation handles the heavy lifting. You add the expertise.
Smart Questionnaire
Dynamic questions adapt to each client's age and circumstances. Designed to support your compliance.
3-5 minutes
Recommendation + SOA
Intelligent fund matching based on your practice setup. Override if needed, SOA regenerates automatically.
Instant
Sign & Portal
Digital signature capture. Client portal created automatically with secure access.
1-2 minutes
Real data. Any provider. No limits.
Verified data from official sources. Accurate fund information, not a curated subset.
Verified Fund Data
Performance, fees, PIE tax rates. Verified and kept current.
Disclosure Documents
PDS, fund updates, quarterly reports. Searchable and linked directly from fund profiles.
Full Fund Comparison
Compare any fund against any other. No provider restrictions, no partner-only panels.
Other tools limit you to 14 providers or partner funds only. Nuvano supports every KiwiSaver provider. You select which your practice offers, and intelligent matching recommends within your selection.
The infrastructure behind faster advice
Purpose-built for KiwiSaver. Every feature designed to automate the routine so you can focus on the relationship.
Automated SOA Generation
From questionnaire to Statement of Advice in minutes, not hours. Override recommendations when you know better. The SOA adapts automatically. You're in control.
See SOA templatesSmart Questionnaire
Dynamic questions adapt to client age and circumstances. Customise wording to suit your practice.
ExploreRetirement Projections
Monte Carlo simulations showing balance ranges at 65. Clients see the impact of their choices.
ExploreClient Lifecycle
Track clients from onboarding through reviews. Pipeline view shows every stage at a glance.
ExploreCompliance Support
Automatic audit trails. Disclosure management. Everything documented for FMA.
ExploreTeam & Roles
Multiple advisers with role-based access. Admins, advisers, and support staff each see what they need.
ExploreEvery
Provider Supported
Your
Practice, Your Way
<10 min
Client Journey
Verified
Fund Data
Enterprise
Cloud Hosting
Equip your adviser network with modern tools
Your advisers can use Nuvano to deliver KiwiSaver advice on your schemes. We handle the advice infrastructure. You focus on fund management.
- Your adviser network on one platform
- Custom execution flows for your organisation
- Streamlined post-advice administration
Scheme Provider Partnership
Your advisers. Your schemes. Our infrastructure.
Digital efficiency. Adviser expertise.
See how Nuvano's infrastructure can help you deliver better KiwiSaver advice, faster. However your practice is structured.