Your practice, your way.

Your clients see your brand, not ours. Upload your logo, choose your brand colours with built-in WCAG contrast checking, and select from professionally designed colour presets. Your branding flows across the questionnaire, recommendation pages, Statement of Advice PDFs, and email communications. Change once, update everywhere.

Every colour you choose is checked against WCAG accessibility standards. Nuvano reports the contrast ratio and warns you if a colour does not meet the minimum AA level.

Make every question count. Deliver a personalised experience that reflects your own unique approach.

• Reword questions your way. We'll customise question text and help text to match your consultation style and brand voice.
• Show only what matters. Hide optional questions to streamline the client journey. Core questions remain visible.
• Reorder for better flow. We'll arrange questions in the sequence that works best for your consultation process.

Core questions can't be hidden, dependencies are enforced automatically, and dynamic questions remain adaptive. Available as part of our professional setup package.

Your voice, your SOA. Professional templates that sound like you wrote them.

• Smart dynamic content. Your templates populate with client-specific data, without manual entry or copy-paste errors.
• Complete section control. Customise every part of your SOA from cover to disclaimers. Show or hide sections to match your advice process.
• Your brand voice. Write in your own style with a professional structure. Defaults are provided as a starting point for every section.

You control the messaging and structure. Fund data, disclosures, and required documents are sourced from verified sources and attached automatically.

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.

Different advisers may need different disclosure documents. Nuvano supports adviser-level customisation with a practice-level default.

• 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.

Growing practices need multi-adviser support. Nuvano is built for teams from day one - manage multiple advisers, assign clients, and maintain oversight across your entire practice.

• 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.

Nuvano calculates review dates automatically based on your practice's review period. The dashboard surfaces upcoming and overdue reviews so nothing falls through the cracks. Set custom dates for clients who need more frequent check-ins, record manual reviews after phone calls, and keep a full review history for compliance.

• Proper archival. Archive clients with documented reasons while maintaining complete history.
• Easy reactivation. Bring archived clients back when they need advice again, with full history intact.

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.

Personal links assign clients directly to that adviser. Company links place clients in an unassigned queue for routing.

Nuvano provides audit trails of all client changes, records adviser override decisions with reasons, and maintains complete logs to support your regulatory requirements.

• 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

No separate compliance tool needed. The audit trail is a natural byproduct of doing the work.