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.
Built from domain expertise
Nuvano was founded by Rajat, a practising financial adviser who combines 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.
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 an adviser, the pattern is clear: advisers everywhere are 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.