Aligned with ISO 22222
Four ways in.
One professional process.
However your clients find you, Nuvano supports the complete six-step advice journey. From first contact to ongoing reviews.
Client entry points
Four flexible ways for clients to begin. Choose what works for your practice.
Direct Link
Send a personalised questionnaire link via email or text. Client completes it when convenient.
Most common approach
Website Widget
Embed on your website. Clients start their journey anytime, 24/7, without your involvement.
Always-on lead capture
QR Code
Print on business cards, banners, or event materials. Scan to start the questionnaire instantly.
Perfect for events
Adviser Assist
Guide clients through on a video call or in-office meeting. You control the pace and conversation.
High-touch option
All paths lead to the same professional process
International Standard
The six-step advice process
ISO 22222 defines the international standard for personal financial planning. Here's how Nuvano supports each step, automating the admin while you focus on the advice.
Establish & Define Relationship
Build rapport, issue disclosure, agree on scope of advice.
- Initial client contact
- Disclosure obligations met
- Scope of advice agreed
Nuvano handles
Disclosure statement automatically attached to questionnaire. Your branding, your terms, delivered digitally before advice begins.
Gather Information
Fact find, goals, priorities, risk profile, documents.
- Quantitative & qualitative data
- Client goals & priorities
- Risk tolerance assessment
Nuvano handles
Smart Questionnaire adapts to client age and circumstances. Collects financial situation, goals, timeline, and risk preferences in 3 to 5 minutes.
Analyse & Assess
Analyse client information, identify gaps, assess needs.
- Risk profile calculation
- Gap identification
- Fund suitability analysis
Nuvano handles
Recommendation Engine analyses client data against your selected providers' funds. Multi-factor scoring considers fees, performance, risk alignment, and your provider preferences.
Develop & Present
SOA, rationale, comparison, present recommendation.
- Statement of Advice
- Clear rationale linked to needs
- Client agreement to proceed
Nuvano handles
SOA Generator creates professional documents with fund comparison, projections, and personalised rationale. You can override any recommendation before the client sees it.
Implement
Client signs agreement, complete paperwork, explain next steps.
- Authority to proceed
- Paperwork completed
- Clear next steps
Nuvano handles
Digital Signature capture with documented acknowledgments. Client confirms they've read SOA, disclosure, and agrees to proceed. Audit trail preserved.
Plan Review
Ensure opportunity for regular reviews, agree on timing.
- Ongoing relationship
- Regular review schedule
- Circumstance changes
Nuvano handles
Client Portal created automatically. Review dates tracked. Dashboard shows all clients and their review status. Reassessment flow when circumstances change.
You stay in control
Automation handles the heavy lifting. You add the expertise.
01
Override anytime
Don't agree with the recommendation? Change it. The SOA regenerates automatically with your choice.
02
Review before send
Optional adviser approval mode. Review every recommendation before the client sees it.
03
Your provider panel
Select which providers you work with. Recommendations stay within your selection.
The difference
Same professional process. Dramatically less admin.
Traditional process
- Manual fact find forms
- Research funds manually
- Write SOA from scratch
- Chase signatures
- Manual review tracking
2 to 3 hours
per client, minimum
With Nuvano
- Smart questionnaire (3 to 5 min)
- Automated fund matching (instant)
- SOA generated (instant)
- Digital signature (1 to 2 min)
- Automatic review tracking
<20 minutes
full advice workflow
See it in action
Book a personalised demo. We'll show you exactly how Nuvano fits your practice.