Your platforms are in Ningi
Valuations from 17 platforms flow straight into every client record. Nothing to re-key, nothing to reconcile by hand.
Every valuation, every morning
No more logging into five platforms to get a picture of your client's portfolio. Valuations land in Ningi on their own, so every record is current without re-keying.
More platforms added all the time based on adviser demand.
Fundment, all the way down
Most back offices stop at a valuation feed. With Fundment, Ningi runs the whole custody switch from inside the client record, one client or a whole book at a time.
Illustrations and fee schedules, pulled directly
Ningi asks Fundment for the illustration and the fee schedule and puts them on the client record. Nothing to download, nothing to re-key.
Suitability reports generated for the switch
Charge comparisons and the suitability report are produced from the client record and the illustration, ready for review and acceptance.
Transfers handled by Fundment
Fundment processes the re-registration end to end; Ningi hands over the instruction and records the outcome against the client. Step-by-step transfer tracking inside Ningi is on the roadmap.
If it sends you to another website, it isn't in Ningi
We hold every platform to a simple standard: no re-keying, no leaving Ningi, no downloading and re-uploading. You click a button, the work happens, and the result appears in the right place.
This means our list is shorter than some competitors'. We won't add a platform whose connection isn't good enough to meet that standard. If what a partner offers doesn't deliver the experience we demand, we either push them to improve or we build it ourselves.
Any licence we distribute as part of your Ningi membership is included at no extra cost, with one exception: AML checks, where the licence must sit between you and the provider for regulatory reasons.
Every platform, by channel
17 live platforms across 3 channels.
Direct
Real-time, two-way connectionsFundment
Portfolio management and custody platform
Parmenion
Discretionary investment management
AJ Bell Investcentre
Investment platform and SIPP provider
Transact
Wrap platform
Via Origo
Bulk valuation feedsAegon ARC
Retirement choices platform
Aegon Platform
Investment platform
Aviva
Pensions, investments, and protection
Fidelity
Investment platform and fund management
Liverpool Victoria
Pensions and investments
Prudential
Retirement and investment solutions
Royal London
Pensions and life insurance
Scottish Widows
Pensions and investments (Embark)
Via Finio
Aggregated platform dataNucleus
Wrap platform
7IM
Investment management and platform
Raymond James
Investment services platform
Wealthtime
Investment platform
Wealthtime Select
Investment platform
Also in Ningi
Signing, diary and mailbox are part of the operating system, not things you bolt on.
Digital signing
Clients sign documents without leaving Ningi
Calendar and inbox
Your diary and mailbox live in Ningi, with meeting links and notes created for you
We add platforms based on what advisers need
We don't add platforms speculatively. Every one we build is because advisers have asked for it. If your platform isn't on the list yet, get in touch. If you need it, we'll build it.
Get in TouchMore platforms on the way
Built in, not bolted on
17
Platforms in Ningi
The platforms UK advisers use most
0
Manual re-entry
Valuations arrive on their own and keep everything current
3
Channels
Direct, Origo and Finio
∞
Growing
New platforms added based on adviser demand
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. Your platforms are one more thing that simply lives inside it.
“We have to create a new fact finder every single time because we don't get proper valuation feeds coming into the back office system.”
- Financial Adviser on life before valuations flowed into the back office
See your platforms in Ningi
See how valuations from the platforms you already use land in every client record.
No lock-in. Modular pricing. Full support included.
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