Adviser Assist
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.
The Challenge
- Some clients are uncomfortable completing questionnaires alone
- No way to guide a client through the process on a call
- Disclosure acknowledgment handled separately from the questionnaire
- Adviser-assisted sessions not tracked for compliance
The Nuvano Solution
- Walk through every question together in real time
- Works in person, over video, or by phone
- Disclosure step built into the start of each session
- Full audit trail: adviser, method, timestamps, and IP
How a Guided Session Works
Choose Method
Select whether the session is in-person, video call, phone, or other. The method is recorded for compliance.
Present Disclosure
Show your disclosure statement to the client and confirm acknowledgment before the first question.
Work Through Questions
Walk through each question with your client. Discuss options, go back if needed, and let the questionnaire adapt to their answers.
Review Recommendation
Submit and go straight to the recommendation review. No waiting for the client to finish on their own.
Built for Real Conversations
Session Management
Sessions last up to two hours. Navigate away and come back; a dashboard widget shows your active session with progress and a resume button.
Full Audit Trail
Every guided session is recorded with the adviser, method, timestamps, and disclosure acknowledgment. See our compliance approach.
New or Returning Clients
Start a fresh session for new clients or run a reassessment for existing ones. Returning clients have their details pre-filled.
Advice Delivered in Person
Guide your clients through the process with confidence and compliance
Explore More Features
Smart Adaptive Questionnaire
Dynamic questions that adapt based on age and circumstances. FAPs can customise text, order, and help content to match their …
Under 20-Minute Advice Workflow
From questionnaire to recommendation, SOA generation, digital signature, and portal creation. All in under 20 minutes with real-time email notifications.
Client Lifecycle
Manage relationships, not just transactions. Schedule reviews, archive properly, and maintain complete client history.
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.
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 & Governance
Designed to support FMA requirements. Audit trails of all client changes, documented adviser overrides, and records maintained for your regulatory …
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.
Invitation Tracking
Send questionnaire invitations and track every step from delivery to completion.
Marketing Tools
Embed lead capture on your website and share personal questionnaire links.
Branding & White-Label
White-label the platform with your logo, colours, and disclosure statement.
Review Scheduling
Schedule periodic reviews and track client lifecycle from onboarding to archive.