Calculate your practice savings

ROI Calculator

See how Nuvano transforms your practice economics through automation and fee-for-service enablement

* Results are estimates based on your inputs and typical industry metrics. Actual results may vary.

Current Practice

Active clients

Average KiwiSaver balance

$10k $100k

Growth & Commission

New clients per month

Trail commission (annual %) Ongoing commission paid by KiwiSaver providers. Typical rates in NZ: 0.15% - 0.30% per annum of funds under management.

New Client Revenue

Enter what % of new clients pay fees vs earning trail commission only

New clients paying advice fees (%) Percentage of new clients who pay upfront advice fees. Others receive free advice funded by trail commission. Many advisers charge 20-50% of clients while building trust. Remaining earn trail commission only

Initial advice fee

Reviews & Time Savings

Enter review activity and time saved with Nuvano automation

Client reviews per month Annual reviews, fund switches, or reassessments. Includes both scheduled annual reviews and ad-hoc client requests for KiwiSaver changes.

Reviews charging fees (%) Annual reviews can be fee-based or included in trail commission. Most advisers charge for comprehensive reviews while basic check-ins are free. Remaining are included in trail commission

Fee per review ($) When charging for reviews

Hours saved per client Nuvano automates: risk profiling, fund analysis, projections, recommendation generation, SOA creation, and compliance documentation. Typically saves 3-5 hours per client. Time reduction with Nuvano

Your hourly rate Your opportunity cost per hour. Consider what you charge clients or could earn on higher-value activities. NZ financial advisers typically charge $150-$350/hour.

Configure Your Team

Introductory pricing

Annual billing Save 15% with annual payment

Advisers

Subtotal: /month

Volume pricing applied - $ per adviser

For 20+ advisers, contact us for Enterprise pricing

Get custom pricing, dedicated support, and enterprise features

Support / Client Managers

Subtotal: /month

Cannot send questionnaires or provide advice

Monthly Platform Cost

With 15% annual discount applied

Team Size

Resource limits may apply based on practice size. All prices exclude GST.

Your Monthly ROI Analysis

Revenue Streams

Trail (existing): Clients × Avg Balance × Trail% ÷ 12

Trail (new): New clients not paying fees × Avg Balance × Trail% ÷ 12

Advice fees: New clients paying fees × Advice fee

Review fees: Reviews charging fees × Review fee

Trail (existing):

Trail (new clients):

Advice fees:

Review fees:

Total Revenue:

Time Savings Value Calculated as hours saved multiplied by your hourly rate. This represents time you can reallocate to higher-value activities or additional clients.

Clients processed:

Hours saved:

Value of time:

Net Benefit

Total value:

Nuvano cost:

Net monthly:

Estimated Monthly ROI

Projected value per dollar spent:

*Based on your inputs

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