Built for practices that give KiwiSaver advice.

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.

• Automated fund matching from questionnaire responses
• SOA generated with fund analysis and projections
• Digital signature with audit trail
• Every registered KiwiSaver provider included

See the full advice workflow

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

See the advice workflow

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

See practice management features

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.

• Website embed for 24/7 client intake
• Your brand on every document and email
• Review date tracking per client

See the advice workflow

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

See practice management features