Platform Features
Everything you need to deliver exceptional KiwiSaver advice, built with tomorrow's regulatory landscape in mind.
Core Workflow
Essential tools for your daily advisory practice
Smart Adaptive Questionnaire
Dynamic questions that adapt based on age and circumstances. FAPs can customise text, order, and help content to match their practice.
Under 10-Minute Journey
From questionnaire to recommendation, SOA generation, digital signature, and portal creation - all in under 10 minutes with real-time email notifications.
Client Lifecycle
Manage relationships, not just transactions. Schedule reviews, archive properly, and maintain complete client history.
Customisation
Make Nuvano truly yours with flexible configuration
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.
Research & Analysis
Data-driven insights for informed recommendations
KiwiSaver Projection Simulator
Interactive projections using sophisticated Monte Carlo analysis with 10,000 scenarios. Shows probability of success with beautiful visualisations.
Fund Research & Comparison
Compare KiwiSaver funds side-by-side. Filter by provider, view fees and returns, and make informed recommendations.
Document Search & Access
Real-time access to PDS, fund updates, and holdings. Advanced search with filters and automatic document syncing from official sources.
Compliance & Team
Stay compliant and collaborate effectively
Compliance & Governance
Designed to support FMA requirements. Audit trails of all client changes, documented adviser overrides, and records maintained for your regulatory needs.
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.
Ready to Experience These Features?
Join forward-thinking advisers who are already transforming their KiwiSaver advice practice.