Review Scheduling
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.
The Review Challenge
- Client reviews fall through the cracks without reminders
- No central view of who is overdue for a review
- Manual tracking in spreadsheets or calendars
- No audit trail of when reviews were completed
The Nuvano Solution
- Automatic review dates calculated from your review period
- Dashboard widget shows upcoming and overdue reviews
- Filter clients by overdue, due this week, or due this month
- Full review history with type, date, adviser, and notes
Automatic Review Dates
Nuvano calculates review dates automatically based on your practice's review period. You set the interval, and the system handles the scheduling.
Auto-Calculated
Review dates are set from the client's last review or portal creation date plus your review period.
- Configurable period (1 to 60 months)
- Recalculates after each review
- Default 12-month cycle
Custom Dates
Override the auto-calculated date for clients who need a different schedule.
- Higher-risk clients, more frequent reviews
- Set any future date (up to 5 years)
- Reset to auto-calculated anytime
Find Who Needs Attention
Overdue Reviews
Filter your client list to show only overdue reviews. See who needs a call right now.
Upcoming Reviews
The dashboard shows reviews due in the next 30 days. Filter by due this week or due this month.
Manual Review Records
Had a phone call or meeting? Record a manual review with notes. The next review date recalculates automatically.
Complete Review History
Every client's detail page includes a full review history: the date, type, which adviser completed it, and any notes recorded. See our compliance approach.
No Review Falls Through the Cracks
Automatic scheduling, dashboard alerts, and a full history for compliance
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