Theworkspaceforfinancialadvice.
Financial advisers change lives. But admin, disconnected tools, and manual processes are stealing your time. Ningi gives it back.
Advisers spend roughly two-thirds of their day on non-client work.
You should be having conversations,
not copy-pasting data.
Yet advisers juggle 0+ disconnected tools. Sound familiar?
of an adviser's day is spent on non-client work — admin, re-keying, and chasing information.
We have to do a lot of the heavy lifting with extracting the data and then manipulating it into something that we need for our management information.
IFA firm on legacy back office
I've got a back office system, a cash flow modeller, a research tool, and a separate platform login for every provider. None of them talk to each other. We're just at peace with the fact that it's there to stay.
Adviser on their disconnected tool stack
We wanted something that's more slick for us to use and more modern. But it's got to add benefit on the client side too — not just "nice for us to use" with nothing for clients.
Firm looking for a client-facing platform
Ningi replaces all of it with one workspace.
Built to stand out
Ship faster without sacrificing impact
What Ningi does for you
One workspace that handles your entire client journey
AI Meeting Intelligence
Have the conversation. Ningi does the rest.
Annual Review
Arthur Dent
"My main concern is making sure the pension lasts..."
"The £42,000 annual income is what we need..."
Listening...
Your Clients, Organised
One place for every client, every task, every document.
Active clients
247
Trusted by
Advisers Nationwide
AI That Actually Works
Because it has complete context — not fragments from 20 tools.
If they were hard to build, there wouldn't be so many. If they were game-changing, we wouldn't need 51 of them.
Transcription is the easy part.
The real value isn't in transcribing a meeting — it's in what happens next. Getting facts into your CRM, generating the suitability report, checking compliance, drafting the client letter. That requires complete context, not just a transcript.
The client journey
From first click to lifelong client.
One workspace handles it all.
Discovery
Your prospect finds you online.
A potential client lands on your Ningi-powered website. They explore your IHT calculator, read your insights, browse your services. Your brand is doing the work while you focus on existing clients.
Expert Financial Advice,
Tailored to You
Chartered independent advisers helping you build, protect, and grow your wealth.
Lead Nurture
They watch. They read. They trust.
They sign up for your mailing list. Automated email sequences nurture the relationship — tax year reminders, market updates, educational content. The prospect warms up without you lifting a finger.
Tax Year End Reminder
SentQ1 Market Update
Scheduled298 recipients — sends in 3 days
New Lead Welcome Sequence
Active82% open rate — auto-enrolled on signup
First Contact
They reach out. You're ready.
The prospect books an intro call. Their details flow into your CRM automatically — where they came from, what they engaged with. You walk into the meeting knowing who they are.
Trillian McMillan
trillian.m@example.co.uk
Onboarding & Fact-Finding
The conversation is all that matters.
You have the meeting. Ningi transcribes everything. AI extracts risk tolerance, income needs, tax position, objectives — structured and stored instantly. No note-taking. No re-keying. Just conversation.
Meeting Transcript
"My main concern is making sure the pension lasts..."
"I don't want to take too much risk at this stage..."
"The £42,000 annual income is what we need..."
Extracted
Advice & Suitability
From meeting to recommendation in minutes, not weeks.
Letters of authority auto-generated. Suitability report drafted by AI. Compliance checks run automatically. You review and approve — the admin that used to take days is done in minutes.
Annual Review — Arthur Dent
Generated by Ningi AI • 10 Feb 2026
Letters of Authority
Auto-generated • 3 providers
Ongoing Management
Every client. Every detail. Always current.
Portfolio monitoring, annual reviews, valuation feeds, client portal access. The client sees their data. You see your dashboard. Everything is connected, nothing falls through the cracks.
Arthur Dent
Recently Retired
Total Portfolio
£2,070,000
Growth
Do it all again. And again. And again.
Your website captures the next lead while you're reviewing the last client. The flywheel turns. Every new client is easier than the last because the system learns and the automation compounds.
2,847
Website Visitors
+12%
34
Leads Captured
+8%
Lead Capture — 30 Days
The maths that matters
Real savings. Real revenue. Real impact on your firm.
Replace your patchwork of tools
One provider. One invoice. One support team. No more copying and pasting between systems, no more paying for overlap. Fewer tools, fewer logins, less cost.
Without Ningi
20+ tools
Multiple logins, nothing connected
With Ningi
1 workspace
Everything in one place
Scale your advice, not your headcount.
Today
0
people
0
client families
£0M
AUM
With Ningi
0
same people
0
individual clients
£0B
AUM
Administrator
Before
Buried in manual tasks, copy-pasting between systems, and spending the day on repetitive admin.
With Ningi
Freed from admin chaos, they move into SDR and customer support — driving growth and client relationships instead of chasing paper.
Compliance (Ops Manager)
Before
Buried in manual compliance checks, paper trails, and reactive regulatory box-ticking across disconnected systems.
With Ningi
Proactively monitoring the regulatory direction of the business and ensuring the customer proposition delivers best client outcomes.
Adviser
Before
60% of the week lost to admin, re-keying data, and clicking through disconnected tools instead of talking to clients.
With Ningi
Spending the majority of their time advising and growing the business. Scaling the impact of advice, helping more clients access great outcomes through digital content and proactive engagement.
SDR / Customer Support
Before
A role that barely existed — the administrator was too busy with manual tasks to focus on client outreach or support.
With Ningi
Proactive outreach, nurturing prospects, and delivering brilliant client support at scale — a true growth role unlocked by automation.
Same team, entirely different impact.
A partner, not a product.
This isn't a licence you buy. It's a partnership that evolves with your firm.
Shared vision
We share the vision of the future of financial planning with every firm we work with — and work tirelessly every day to bring it about.
Obsessed with your problems
Ducking and diving with firms, obsessing over the problems they face and getting excited about the opportunities they see.
Evolves with you
We don't know exactly what things look like in 5 years, but we know what we're aiming for. We'll work with advisers to get there.
Not a ticket. A conversation.
This isn't putting your credit card in and buying it. It's a relationship that grows with your firm.
"We wanted a tech partner, not just another piece of technology."
Financial Adviser
“It's the most intuitive, easy-to-use, and comprehensive income reconciliation system that exists.”
Sarah Challenor
Director, Adviser Outsourcing
Trusted by
From our blog
Read our thinking.
Essays on the future of financial advice, adviser technology, and the ideas shaping Ningi.
Global Vision
Designed in the UK.
Built for advisers everywhere.
Ningi is powering the future of financial advice — starting in the UK and expanding globally. Our platform is built to adapt to any regulatory environment, any currency, any market.
UK
Headquartered & FCA-ready
100%
Cloud-native platform
Ready to start?
Start the conversation.
See why advisers are switching to the workspace that replaces their entire tool stack.
No commitment · No hard sell · Just an honest conversation