Team & Collaboration
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.
The Challenge
- Advisers working in silos with separate systems
- Difficulty tracking who manages which clients
- No clear roles for support staff vs advisers
- Growth limited by lack of proper team structure
The Nuvano Solution
- Multi-adviser support from day one
- Clear client assignment and ownership
- Role-based access for different team members
- Practice-wide oversight for administrators
Built-in Role Structure
Admin
Full practice oversight and configuration
- Manage team members
- Configure providers
- View all clients
- Practice settings
Adviser
Client advice and relationship management
- Manage assigned clients
- Generate recommendations
- Create SOA documents
- Override recommendations
Client Manager
Administrative support without advice permissions
- Create client records
- Update client details
- Track submissions
- Send client communications
Collaboration Features
Easy Team Setup
Add advisers and support staff with appropriate permissions in minutes
Client Assignment
Assign clients to specific advisers and easily reassign when needed
Practice Dashboard
Administrators see the full picture across all advisers and clients
Scale Your Practice with Confidence
Whether you're a solo adviser or a growing team, Nuvano grows with you
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 10-Minute Journey
From questionnaire to recommendation, SOA generation, digital signature, and portal creation - all in under 10 minutes with real-time email …
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.
Built-in AI Adviser Assistant
Coming soon - Intelligent assistance powered by AI