Invitation Tracking
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.
The Challenge
- No visibility into whether clients received your email
- Bounced or failed invitations go unnoticed
- Manual follow-up when clients do not respond
- No connection between invitation and questionnaire completion
The Nuvano Solution
- Real-time status for every invitation: queued to submitted
- Bounced and failed invitations surfaced immediately
- One-click resend with linked follow-up history
- Direct link from completed invitation to client submission
Real-Time Delivery Pipeline
Every invitation moves through a clear sequence of statuses. You see exactly where each client stands.
Queued
Sent
Delivered
Opened
Clicked
Submitted
More Than Just Sending Emails
Document Attachments
Attach disclosure documents from your library when sending invitations. Clients receive compliance paperwork alongside the questionnaire link.
Needs Attention Alerts
Bounced, failed, and spam-complaint invitations surface immediately. Filter to see only the ones that need your follow-up.
One-Click Resend
Client did not respond? Resend the invitation with one click. Follow-ups are linked to the original for a clear history.
Know Where Every Client Stands
Stop guessing whether your questionnaire invitation was received
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.
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.