About Nuvano
Technology for financial advice
Purpose-built technology for advice delivery.
Nuvano is a technology platform that automates the financial advice workflow: client questionnaire, fund matching, SOA generation, digital signature, and compliance audit trail.
Platform in numbers
The numbers behind the claims
380+
Funds Supported
Every registered provider from official sources
6-Step
Automated Workflow
Questionnaire to signed SOA, fully automated
Live
Production Platform
Live platform serving New Zealand advisory practices
Multi-tenant
Architecture
Complete practice isolation with role-based access
*Typical end-to-end time for all 6 steps from questionnaire to signed SOA. Assumes prompt adviser review and client signing.
Rajat, Founder
Built from domain expertise
Nuvano was founded by Rajat, who combined deep financial services experience with the technical expertise to build the platform. Before Nuvano, he built portfolio management and adviser workflow tools at Adviser Desk.
After working across New Zealand's financial services ecosystem, from custodial operations trusted with safeguarding billions in KiwiSaver assets to managing $100M+ in client portfolios as a practising adviser, the pattern was clear: advisers everywhere were doing the same manual work that should be automated.
The result is a platform that completes the entire KiwiSaver advice journey in minutes, not hours. Not by cutting corners, but by systematically automating every step from fact-find through SOA generation to signed authority to proceed.