Pioneer Access
Special pricing for pilot practices
Join our early cohort with a direct feedback loop to help us customise and evolve based on your needs. Special introductory pricing for your first year and dedicated support included.
Pilot Programme Pricing
We're onboarding select practices with special pioneer pricing and dedicated support
What's Included:
- ✓ Full platform access with all features
- ✓ Dedicated onboarding and practice setup
- ✓ Direct feedback loop to shape product evolution
- ✓ Special introductory pricing for your first year
- ✓ Flexible options for solo advisers and larger practices
We'll discuss your practice needs and provide tailored pricing during your demo
How access & portals work
Nuvano is a multi‑user platform. Every staff member has their own login. Every client gets a secure portal.
Primary Adviser
- • Invite users, assign roles, and manage staff
- • Send questionnaires and generate SOAs
- • Track client journey with timestamped workflow events
- • Manage practice settings
- • Reset client passwords if required
Support / Client Manager
- • Own staff login and workspace
- • View client submissions and documents
- • Track client journey with timestamped workflow events
- • Upload files, assist onboarding and service
- • Cannot send questionnaires or provide advice
Client portal
- • Automated portal creation on advice acceptance
- • Secure login for each client
- • Access SOA documents and communications
- • View recommendations and updated fund performance
- • Update communication preferences and personal details
What's included
Every adviser seat comes with the full Nuvano platform — no feature gating.
All features included
- • Risk profile questionnaire & systematic recommendations
- • Automated SOA generation
- • Client portals
- • SOA template customisation
- • Advanced projections & reporting
- • Disclosure management
- • Practice & provider configuration
Available on every adviser seat from day one
Setup & scaling
- • Basic practice setup included (roles, disclosures, providers)
- • Support staff roles available
- • Enterprise options for large practices
Scales with your practice — simple & transparent
Frequently asked questions
Can I try Nuvano before I subscribe?
Yes. We start with a live demo to understand your practice needs. Pioneer practices can begin using Nuvano with real clients during their trial period, with full support and onboarding included.
Do you charge a setup fee?
We include basic onboarding and practice setup with every engagement. Scope varies by practice size and needs. We'll confirm the details during your demo.
How is pricing calculated for my team?
Pricing is per user by role. Primary Advisers can send questionnaires and provide advice. Support/Client Managers can assist clients but cannot issue advice.
What if my practice grows?
Nuvano scales with your practice. For larger teams or enterprise needs, custom pricing options are available. We'll work with you to ensure costs remain predictable and sustainable as you scale.
How much time could I save with Nuvano?
Our platform automates questionnaires, risk profiling, fund analysis, and SOA generation - tasks that typically take hours to complete manually. Contact us to discuss potential time and cost savings for your practice.
Ready to see Nuvano in action?
Book a demo. If you’re a good fit, we’ll add you to our next onboarding cohort and, for Solo, enable sandbox access.
No obligation • Cohort‑based onboarding • GST exclusive pricing