The future-proof technology solution for financial planners

Replacing the fragmented, legacy tech stack with an AI driven all-in-one operating system to radically increase the efficiency and scalability of your financial planning business.

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Changing the paradigm

Ningi replaces your entire tech stack.

From your website to your Back Office, Ningi brings it all together—CRM, client portal, onboarding, reporting, and AI-powered tools which save time and scale advice. No more patchwork systems. No more vendor juggling.

AI Website Builder

Forms & Automations Builder

Branded Client Portal & App

CRM & Single Source of Truth

Automated / Robo Advice

Task Templates

Document Generation

AI Powered Generation

Income Reconcillation

Integrated & Searchable

Automated Journeys

AI Transcriptions

Modular & Unlimited

Choose what you want to use. Start with just our AI tools, or pick the modules that solve your immediate needs. You get the most out of Ningi when you go 'Full Ningi', but we're still awesome in bits.

Start with AI and keep your existing back office
Add modules incrementally as you grow
No forced migrations or big bang changes
Seamless integration when you're ready for more

All You Can Eat Pricing

Buy it all or some of it, it's up to you. When you buy membership, you get it all and we don't charge more the more you use. No per-user fees, no usage limits, no surprise bills.

Simple, transparent pricing: One membership fee covers everything. Add unlimited users, process unlimited clients, use all features - the price stays the same.

We Handle the Heavy Lifting

Migration doesn't have to be tough or scary. We get it - switching systems is daunting. That's why we offer a full concierge migration service with data cleanse, migration support, and comprehensive testing.

Data Cleanse & Preparation

Full Migration Support

Testing & Validation

Ongoing Support

Ask About Migration Support →

The Ningi Operating System

Ningi is a complete operating system for financial advice firms. It includes your website, client portal, onboarding, reporting, and AI-powered tools which save time and scale advice.

Back Office

A Back Office that works the way you do.

Fact finds, workflows, income reconciliation, reporting — all in one place. Designed specifically for financial advisers, Ningi CRM cuts out the noise and simplifies your day-to-day

FactFind

Reporting

Workflows

AI

Save hours with compliant automation

Our AI tools transcribe your meetings, write reports, summarise compliance points, and make admin a thing of the past. Fully integrated, fast, and built to keep your firm compliant

Meetings

Fact Extraction

Doc Gen

Marketing

Generate leads, nurture relationships, and build trust.

Capture leads, run email journeys, and onboard clients — all without leaving Ningi. Comes with your own branded website, client portal, and automation tools baked in

Websites

Lead Gen

Emails

Platform integrations: valuations, remuneration feeds, illustrations

Provider connections for client setup and secure data flows

Compliance integrations: AML, ATRs, eSignature

Finance tools: price feeds, income reconciliation, reporting

Open Banking (coming soon)

3 Key Pain Points

1Manual admin everywhere

Copying and pasting between systems, chasing documents by email, updating the same info in multiple places.

2Expensive and inflexible

Overlapping tools, old software licenses, and systems not designed for today’s advice & financial planning work

3 Poor client experience

Clients face clunky portals and confusing processes, while advisers waste time on non-billable tasks.

Before Ningi

After Ningi

Why Ningi is Different

We're not just... .

We believe 'best in class' means a dog's dinner, and IFAs need to stop being made to eat it. You don't need 20 different bits of tech to choose, manage, pay for etc. Just one awesome bit of kit.

The Evolution of Adviser Technology

One piece of tech, one source of truth, all the way from your website to your workflows.

Covers onboarding, CRM, practice management, income rec, provider integrations and more.

Real automation. Real time savings.

I have now been in financial services for 20 years and using Ningi is a breath of fresh air compared to other technology solutions which have either been too expensive or not geared around the small to medium sized business.

Ningi has undoubtedly allowed us to gain efficiency not only through their back office, but their AI solution. It is staggering how quickly the mega brains at Ningi have developed the AI and they are not finished yet!!

In terms of price, the package Ningi offer is extremely good value and I have no doubt they will continue to enable us to improve efficiency, service existing clients to a higher standard and take on more business.

Barnaby Bamford

Director

Bamford Financial Planning

I'm really impressed with the level of detail and how it's been built, but the most exciting thing is the roadmap.

Luke Hurley

Director | Financial Planner

Videre Financial Planning Ltd

Want to be our next success story?

Get in Touch

Low-cost starter plans

Try our AI, CRM, or marketing tools with minimal commitment — perfect for testing the waters.

Revenue-aligned membership

Our membership plan scales with your success. You pay when you get paid.

Efficiency-focused pricing

Our costs mirror your workflow — we're incentivized to help you do more with less.

Scale at your pace

Upgrade only when it truly adds value for your business.

Transparent. Predictable. No surprises.

No hidden fees. No per-user traps. Just clear, honest pricing.

Ningi was founded in 2021 by a team of fintech, AI and financial planning veterans frustrated with the complexity of legacy advice tech. Backed by leading UK VC Haatch Ventures, our clients, and a group of industry-expert angels — we’re here to simplify advice delivery and give planners their time (and sanity) back.

We know this space because we’ve lived it. Our founder is a Chartered Financial Planner and Fellow of the CII, and our Head of Advice, Emma, ensures every feature we build reflects real-world planning — not just developer dreams.

We’re growing fast, delivering real ROI to advice firms, and here for the long-haul.