From questionnaire to signed SOA.

A dynamic questionnaire that adapts in real-time, just like a conversation with an experienced financial adviser.

Each client sees only the questions relevant to their situation. The questionnaire adapts in real-time based on previous answers, age, and investment purpose.

• Core questions. Marked as mandatory to support FMA requirements; they cannot be hidden.
• Practice customisation. Customise question text, add help content, and reorder questions to match your consultation style. Questionnaire customisation

The algorithm analyses client circumstances against verified fund data and produces a ranked recommendation. You review and approve or override, with full control over the final advice.

Automation handles the repetitive work. You handle the advice. Every decision is documented with your reasoning for a complete compliance record.

• Review and approve. Every recommendation requires adviser sign-off before it reaches the client.
• Override with reasoning. Select a different fund and document why. The override is part of the audit trail.
• SOA generated. A complete Statement of Advice is produced using the approved recommendation and live fund data, with the Fund Update and PDS attached.

Clients confirm they have read and understood the SOA and disclosure statement before signing with a typed name. Every acknowledgment is timestamped and recorded.

• Digital signature. Three checkboxes and typed name confirmation, with IP and timestamp logging for your compliance records.
• Portal creation. Client account created with secure access. Welcome email with credentials sent.

What your client sees

Not every client wants to fill in a questionnaire alone. Adviser Assist lets you walk through the questions together during a meeting, video call, or phone consultation. You choose the consultation method, present your disclosure statement, and work through each question in real time. The session is tracked for compliance, and the recommendation generates automatically when you finish.

Every guided session is recorded with the adviser, method, timestamps, and disclosure acknowledgment. Returning clients have their details pre-filled.

Send branded email invitations with a single click and watch the journey unfold. Nuvano tracks every stage: queued, sent, delivered, opened, clicked, and submitted. If something goes wrong, bounced and failed invitations surface immediately so you can follow up. Resend with one click, attach disclosure documents, and see exactly where each client stands.