Branding & White-Label
Your clients see your brand, not ours. Upload your logo, choose your brand colours with built-in WCAG contrast checking, and select from professionally designed colour presets. Your branding flows across the questionnaire, recommendation pages, Statement of Advice PDFs, and email communications. Change once, update everywhere.
The Branding Challenge
- Client-facing pages look generic, not like your practice
- Logo and colours not consistent across different touchpoints
- No way to check if your brand colours are accessible
- Updating branding requires changes in multiple places
The Nuvano Solution
- Upload your logo and set brand colours in one place
- Branding flows across questionnaire, SOA, emails, and portal
- Built-in WCAG contrast checking on every colour
- Change once and it updates everywhere instantly
Your Brand, Every Touchpoint
Your Logo
Upload your logo in PNG or JPG format. Choose from three display sizes. Nuvano automatically optimises the file and preserves transparency.
Brand Colours
Set primary, secondary, and accent colours with a visual picker or hex codes. Five WCAG AA-compliant presets give you a professional starting point.
Disclosure Statement
Upload your disclosure document or link to the one on your website. Clients see it before the questionnaire starts.
Change Once, Update Everywhere
Your branding settings flow across every client-facing surface. Update your logo or colours and the change takes effect immediately.
Questionnaire
Logo in the header, brand colours for buttons and progress bar.
Recommendation Pages
Brand colours and practice name on the page your client sees.
Statement of Advice
Logo on the cover page, colours for section headings and accents in the PDF.
Email Communications
Brand colours for buttons and header styling in client emails.
Client Portal
Brand colours in the gradient header and practice name.
Status Pages
Thank you, review pending, and portal created pages all carry your brand.
Accessibility Built In
Every colour you choose is automatically checked against WCAG accessibility standards. Nuvano reports the contrast ratio and warns you if a colour does not meet the minimum AA level. Your brand should be readable by every client.
Five professionally designed colour presets are available if you want a quick starting point. All presets meet WCAG AA contrast requirements.
Your Brand, Your Practice
Clients see your identity on every page, every email, and every document
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.
Adviser Assist
Guide clients through questionnaires in person, over video, or by phone.
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.
Review Scheduling
Schedule periodic reviews and track client lifecycle from onboarding to archive.