Practice Management
Your practice,
your way.
Nuvano adapts to how you work. Customise your branding, configure your questionnaire, manage your team, and maintain compliance records. All in one platform.
Customisation
Built around your practice
Generic platforms force you into someone else's workflow. Nuvano is designed to carry your brand, your disclosure documents, and your preferred way of working.
Upload your logo and set your brand colours. The client-facing experience carries your identity, not ours. WCAG accessibility checks run automatically on your colour choices, so your branding meets accessibility standards without extra effort.
Customise the questionnaire wording to match your consultation style. Add help text for questions that your clients find confusing. Reorder questions where the default flow does not suit your process. Core questions that support regulatory requirements stay locked, but everything else is yours to configure.
White-label branding
Your logo, your colours, your disclosure statement. Clients see your brand throughout.
Questionnaire configuration
Customise wording, add help text, and reorder questions to match your process.
Disclosure management
Upload documents or link to your website. Track client acknowledgments with timestamps.
Provider selection
Choose which providers to work with. Set relationship types and advice fee structures.
What gets recorded
- Every change to a client record, with before and after values
- Adviser overrides with mandatory documented reasoning
- Disclosure statement acknowledgments with client IP and timestamp
- Digital signatures with full metadata logging
- Complete recommendation history including algorithm inputs and outputs
Compliance
Built for regulatory confidence
Compliance is not an add-on. Every action in Nuvano creates an automatic audit trail that supports your FMA obligations.
When a regulator asks what you knew and when you knew it, the records are already there. Client record changes, adviser overrides, disclosure acknowledgments, and digital signatures are all timestamped and stored as part of the normal workflow.
No separate compliance tool needed. No manual record-keeping alongside your advice process. The audit trail is a natural byproduct of doing the work.
Team management
Roles that match your structure
Whether you are a solo adviser or a multi-adviser practice, Nuvano supports your team structure from day one. Three role types give you clear boundaries between who can advise, who can manage clients, and who oversees everything.
Admin
Full practice oversight. Everything an adviser can do, plus team management, settings, and visibility across all client records.
Adviser
Manage assigned clients, review recommendations, and approve SOAs. Access limited to own clients.
Client Manager
Handle client onboarding and administration. Cannot approve recommendations or sign off SOAs.
Explore practice management tools
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.
Client Lifecycle
Manage relationships, not just transactions. Schedule reviews, archive properly, and maintain complete client history.
Team & Collaboration
Scale your practice without losing control. Multiple advisers, role-based access, and organised client management.
Questionnaire Customisation
Customise question wording, add help text, and control question visibility - your brand voice, your way
Disclosure Management
Centralised disclosure library. Upload documents, link to your website, adviser-level customisation, and client acknowledgment tracking.
Compliance & Governance
Designed to support FMA requirements. Audit trails of all client changes, documented adviser overrides, and records maintained for your regulatory needs.
See how Nuvano fits your practice
Book a demo and we will show you how the platform adapts to your team, your branding, and your workflow.