KiwiSaver advice platform
Built for practices
that give KiwiSaver advice.
The product is the same for everyone. What changes is where you start. Whether you already advise on KiwiSaver or plan to, Nuvano fits your practice.
Find your starting point
Every practice has a different reason for looking at KiwiSaver advice tools. Here is how Nuvano fits each situation.
For KiwiSaver advisers
You already give KiwiSaver advice. The process takes too long.
You have clients. You have a process. But every SOA is a manual document. Fund comparison means spreadsheets or jumping between provider portals. Chasing signatures eats time you should spend with clients.
Nuvano automates the steps you already do: client questionnaire, fund matching against all your selected providers, SOA generation with reasons and projections, and digital signature. You review a finished document instead of building one from scratch. The advice workflow that used to take hours fits inside twenty minutes.
Automated fund matching from questionnaire responses
SOA generated with fund analysis and projections
Digital signature with audit trail
Every registered KiwiSaver provider included
For advisers expanding into KiwiSaver
Your clients already have KiwiSaver. You just need the tools to advise on it.
You have the client relationships. You have the licence. But building a KiwiSaver advice process from scratch means figuring out fund comparison, SOA templates, compliance requirements, and disclosure documents. That is a lot of infrastructure for a new revenue line.
Nuvano gives you a ready-made KiwiSaver practice. The questionnaire handles client intake. Fund matching runs against verified data from official sources. The SOA generates itself with compliant structure, fee comparisons, and projections. Disclosure gates and audit trails are built into the workflow. You do not need to design the process. It is already built.
Compliance guardrails built into the workflow
Professional output from day one
Tracked email invitations for existing clients
Website embed turns your site into a KiwiSaver lead engine
For multi-adviser practices
Multiple advisers. One standard of advice.
When several advisers give KiwiSaver advice under one licence, consistency matters. Different advisers using different processes, different SOA formats, and different fund comparison methods creates compliance risk and management overhead.
Nuvano gives every adviser the same workflow with the same compliance structure. Fund matching uses the same algorithm. SOAs follow the same format. Disclosure and signature requirements are enforced by the platform, not by memory. The practice admin sees all submissions across the team, with role-based access controlling who can do what.
Role-based access: admin, adviser, client manager
Full audit trail on every action
Your brand across all client touchpoints
Dashboard overview of all submissions
For solo advisers
You do everything yourself. Your tools should do more of it for you.
As a solo practice, every hour on paperwork is an hour not spent with clients or growing your business. SOA writing, fund comparison, chasing signatures, and compliance documentation all fall on you.
Nuvano handles the administrative weight. Send a client a questionnaire link. The platform matches funds, generates the SOA, captures the signature, and records the audit trail. You review and approve. The website embed works around the clock, so new enquiries flow directly into the advice workflow even when you are with other clients.
Full advice workflow in under 20 minutes
Website embed for 24/7 client intake
Your brand on every document and email
Review date tracking per client
For umbrella FAPs
Your advisers give KiwiSaver advice under your licence. You need visibility and consistency.
When sub-advisers operate under your licence, you are responsible for the quality and compliance of every piece of advice. Different advisers using different tools and different SOA formats makes oversight difficult and compliance reviews time-consuming.
Nuvano standardises KiwiSaver advice across your network. Every adviser follows the same workflow. Every SOA uses the same structure. Disclosure gates, digital signatures, and audit trails are enforced by the platform. You choose which providers your advisers can recommend. Role-based access gives you oversight of all submissions while your advisers manage their own clients.
Standardised advice workflow across all advisers
Full visibility across all adviser submissions
Provider selection controlled at the practice level
Compliance audit trail on every action
One platform, every practice type
The same platform. Different starting points.
Whether you are streamlining an existing KiwiSaver practice or building one from scratch, the workflow is the same: client questionnaire, automated fund matching, SOA generation, digital signature. Every registered KiwiSaver provider is included.
See how it fits your practice
Book a short demo and we will walk you through the workflow for your situation.