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
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
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
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
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.
App Store
Play Store