Disclosure Management
Manage disclosures your way. Upload documents to your library, link to disclosures on your website, let advisers set their own documents, and track when clients download and acknowledge them.
The Disclosure Challenge
- Disclosures scattered across different systems
- No proof clients received or acknowledged documents
- Different advisers need different disclosure documents
- Manual processes for document updates
The Nuvano Solution
- Centralised disclosure library for your practice
- Upload documents or link to your website
- Adviser-level customisation options
- Client acknowledgment tracking with timestamps
Flexible Disclosure Options
Upload Documents
Upload disclosure documents directly to Nuvano's secure library
- Secure cloud storage
- Version control
- Automatic delivery to clients
Link to Your Website
Already have disclosures on your website? Simply link to them
- Use your existing website URL
- Single source of truth
- Integrated in client journey
Adviser-Level Customisation
Different advisers may need different disclosure documents. Nuvano supports adviser-level customisation with practice-level fallback.
Adviser Level
Individual advisers can set their own disclosure documents if they need something different from the practice default.
Practice Level (Default)
Practice-wide default disclosures that apply to all advisers unless they have their own set up.
Client Acknowledgment Tracking
Document Views
Track when clients open and view disclosure documents
Downloads
Record when clients download documents for their records
Acknowledgments
Capture explicit client acknowledgment with timestamps
Simplify Your Disclosure Process
Manage all your disclosures in one place with complete tracking
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Client Lifecycle
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Questionnaire Customisation
Customise question wording, add help text, and control question visibility - your brand voice, your way
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Customise every section of your Statement of Advice - from cover page to disclaimers, make it truly yours
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Choose affiliated or independent relationships per provider. Configure fees for service, enabling truly independent advice.
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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
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Team & Collaboration
Scale your practice without losing control. Multiple advisers, role-based access, and organised client management.
Built-in AI Adviser Assistant
Coming soon - Intelligent assistance powered by AI