What your client sees.
Your clients see your brand, not ours. Your branding flows across the questionnaire, recommendation pages, Statement of Advice PDFs, and email communications.
Disclosure First
Upload your disclosure document or link to the one on your website. Clients see it before the questionnaire starts.
Nuvano tracks when clients open, download and acknowledge disclosure documents, and captures each acknowledgment with a timestamp.
A Questionnaire That Adapts
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. Your logo is in the header, and your brand colours are on the buttons and progress bar.
The Recommendation Page
Once you approve the recommendation, your client receives a secure link by email, with expiry settings. The page carries your brand colours and practice name.
The SOA and disclosure statement are ready to download. Clients confirm they have read and understood the SOA and disclosure statement before signing with a typed name. Every acknowledgment is timestamped and recorded.
The Client Portal
When the client signs, their account is created with secure access and a welcome email with credentials is sent.
The portal carries your brand colours and practice name. The thank you, review pending, and portal created pages all carry your brand.
See it from your client's side
Book a walkthrough and we will show you how the entire advice process runs on Nuvano.