Marketing Tools
Every adviser gets a permanent personal questionnaire link to share anywhere: email signatures, social media, text messages. Your practice gets a company link for website landing pages and marketing materials. Embed a QR code on business cards or add the widget to your website. Clients who arrive through any channel enter your pipeline automatically.
The Challenge
- No easy way to get the questionnaire in front of prospects
- Manually copying links and tracking who clicked what
- Website has no integration with your advice workflow
- Different channels require different manual processes
The Nuvano Solution
- Personal questionnaire link for every adviser
- Company link for website landing pages and marketing
- QR codes and embed code for your website
- Every channel feeds into the same client pipeline
Multiple Ways to Reach Clients
Nuvano gives you several ways to get the questionnaire in front of prospective clients. Each channel feeds into the same pipeline.
Personal Link
Every adviser gets a permanent link. Clients who complete it are assigned directly to you.
- Share via email, text, or social media
- Never expires, unlimited uses
- Auto-assigns clients to you
Company Link
A practice-wide link for marketing materials. Clients arrive in an unassigned queue for routing.
- Ideal for landing pages and brochures
- QR code for business cards
- Assign clients when ready
Built-In Lead Capture
QR Codes
Download a QR code for your personal or company link. Print it on business cards, flyers, or display it in your office.
Website Embed
Copy the embed code and add it to your existing website. Visitors can start the questionnaire without leaving your site.
Email Invitations
Send branded email invitations directly from Nuvano with personalised messages and document attachments.
Turn Every Channel into a Client Pipeline
Personal links, company links, QR codes, embeds, and email invitations
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.
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.