10 September 2026
Ningi 3.0
The biggest release in Ningi's history. One workspace, a team of AI agents, and the tools to put your firm in every client's pocket.
Three big ideas. One release.
Ningi 3.0 is a ground-up rethink of what advice technology should feel like - for your team and for every one of your clients.
One unified experience
Every surface - adviser workspace, client portal, native app, websites - built on one design system with one set of patterns. It finally feels like one product, because it is.
A team of AI agents
Not a chatbot. Specialised agents for marketing, compliance, reporting and client coaching, each with its own knowledge and tools, working together across your firm.
Built to reach every client
Calculators, learning content, secure messaging and onboarding flows that live where your clients already are - portal, native app, and your own websites.
Websites & portals
Multi-brand websites and client portals, per firm
Stand up an AI-powered website paired with its own client portal and native app for any brand your firm runs. Target a niche audience with a dedicated brand in minutes, not months.
- AI-assisted website builder with your brand baked in
- Each brand pairs with its own portal and native app
- Purpose-built for targeting niche client audiences
AI agents
Your firm gets an AI team, not a chat box
Marketing, compliance, document and coaching agents that know your firm, follow your rules, and do real work - drafting content, checking output, building reports.
- Per-firm agents you can configure and brand
- Shared knowledge base your whole team can see
- Agents that execute, not just answer
The workspace
One workspace for the whole advice journey
Clients, meetings, messages, tasks, cashflow, documents and research in one place, with client-aware navigation that follows you across the platform.
- One design system across every surface
- Client-first navigation - select once, everywhere follows
- Mobile-ready on every page
Client experience
Give every client a premium digital experience
Nearly 50 calculators, learning hubs, secure messaging and digital onboarding - shareable by QR code and deep link, embedded in your websites, portal and app.
- Calculators across web, portal and native app
- Learning hub with courses and achievements
- Digital fact-find and onboarding flows
Want the full story before launch day?
We're walking firms through Ningi 3.0 ahead of release. Book a call and see where your firm fits in.
Book a call