17 platforms, in Ningi

Your platforms are in Ningi

Valuations from 17 platforms flow straight into every client record. Nothing to re-key, nothing to reconcile by hand.

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Platforms

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.

FundmentFundment
ParmenionParmenion
AJ Bell InvestcentreAJ Bell Investcentre
TransactTransact
Aegon ARCAegon ARC
Aegon PlatformAegon Platform
AvivaAviva
FidelityFidelity
Liverpool VictoriaLiverpool Victoria
PrudentialPrudential
Royal LondonRoyal London
Scottish WidowsScottish Widows
NucleusNucleus
7IM7IM
Raymond JamesRaymond James
WealthtimeWealthtime
Wealthtime SelectWealthtime Select

More platforms added all the time based on adviser demand.

Fundment

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.

Our standard

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 connections
Fundment

Fundment

Portfolio management and custody platform

Parmenion

Parmenion

Discretionary investment management

AJ Bell Investcentre

AJ Bell Investcentre

Investment platform and SIPP provider

Transact

Transact

Wrap platform

Via Origo

Bulk valuation feeds
Aegon ARC

Aegon ARC

Retirement choices platform

Aegon Platform

Aegon Platform

Investment platform

Aviva

Aviva

Pensions, investments, and protection

Fidelity

Fidelity

Investment platform and fund management

Liverpool Victoria

Liverpool Victoria

Pensions and investments

Prudential

Prudential

Retirement and investment solutions

Royal London

Royal London

Pensions and life insurance

Scottish Widows

Scottish Widows

Pensions and investments (Embark)

Via Finio

Aggregated platform data
Nucleus

Nucleus

Wrap platform

7IM

7IM

Investment management and platform

Raymond James

Raymond James

Investment services platform

Wealthtime

Wealthtime

Investment platform

Wealthtime Select

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

Don't see yours?

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 Touch
Coming soon

More platforms on the way

AJ Bell EDI feeds
Insignis
Growth Invest
More platforms added based on adviser demand

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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