Nuvano Platform
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.
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. Client completes it on their device. No printing, no back-and-forth.
3–5 minutes
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
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