For KiwiSaver providers
Equip your advisers with
a branded advice platform.
Your advisers recommend your funds. Give them the tools to do it efficiently, compliantly, and under your brand.
The challenge
Your advisers are giving KiwiSaver advice manually. That affects your brand.
Advisers in your network recommend your funds every day. But each adviser uses a different process: different SOA formats, different research methods, different client experiences. Some use spreadsheets. Some use Word documents. The quality varies, and your compliance team has limited visibility.
When the experience is inconsistent, your brand suffers. When the paperwork is slow, fewer clients get advised. When audit trails are scattered across tools, compliance reviews take longer than they should.
The platform
One platform for your entire adviser network
Nuvano gives every adviser in your network the same workflow, the same compliance structure, and the same professional output. Branded to you.
Your brand, not ours
Clients see your logo, your colours, and your name throughout the advice journey. Questionnaires, emails, SOAs, and signature pages all carry your brand. Your advisers present a consistent, professional image without design effort.
Your funds are already here
Nuvano pulls fund data directly from the official Disclose Register. Every registered KiwiSaver provider is included. Your schemes, funds, fees, returns, and documents are already in the system, verified and up to date. No manual data entry required.
Automated fund matching
When a client completes the questionnaire, Nuvano analyses their responses against your selected funds: risk alignment, fund type, fees, and historical returns. Your advisers review a ranked shortlist with auto-generated reasoning, rather than selecting funds manually.
SOA generated, not typed
The Statement of Advice generates automatically from questionnaire data and fund analysis. Client profile, recommended fund with reasons, fee comparison, and projections. Official fund documents are merged into one download. Your advisers review a finished document.
Manage your adviser network
Role-based access gives you oversight of every adviser in the network. See all submissions, track activity, and manage permissions. Each adviser manages their own clients while you maintain visibility across the entire operation.
Compliance your team will appreciate
Every client journey passes through a mandatory disclosure gate. Digital signatures capture IP address, timestamp, and location. Every action has a full audit trail. Your compliance team gets structured, searchable records instead of scattered files.
How it works
Your advisers get a complete workflow
Client questionnaire
Your adviser sends a branded link. The client completes a risk assessment questionnaire on their own time.
Automated matching
Nuvano matches the client's profile against your selected funds using verified data from official sources.
SOA generation
A complete Statement of Advice is generated with fund analysis, fee comparison, and projections. The adviser reviews and approves.
Digital signature
The client signs digitally. IP address, timestamp, and location are captured. The full audit trail is recorded automatically.
Why it matters
Better tools for your advisers means more clients advised on your funds.
Faster advice, more volume
When the advice process drops from hours to minutes, your advisers can serve more clients. The end-to-end workflow from questionnaire to signed SOA fits inside twenty minutes. That is capacity your advisers did not have before.
Consistent quality across the network
Every adviser uses the same fund matching algorithm, the same SOA structure, and the same compliance workflow. The quality of advice does not depend on which adviser the client happens to work with.
Your brand throughout the journey
Clients interact with your brand from the first questionnaire email to the signed SOA. The platform carries your logo, your colours, and your name. Not a generic third-party tool that dilutes your brand presence.
Verified data, your control
Your funds. Official data. No manual upkeep.
Nuvano pulls all fund data from the official Disclose Register: fees, returns, risk indicators, and documents. Your funds are already in the system. You choose which providers your advisers can recommend. The data stays current without anyone on your team maintaining it.
Give your advisers better tools
We will walk you through how Nuvano works for provider partnerships and what the experience looks like for your adviser network.
Or email us directly at info@nuvano.co.nz