Features
We’re focused on building awesome tech and working closely with our clients. Every feature we bring to the platform is meticulously crafted to make the most of your time so you can bring the best experience to your clients.
Ningi gives you all the tools and features you need to run financial advisory firm, and so much more…
Engagement; tools, calculators and seminars
- Launch one of the many Ningi tools and calculators.
- Run live seminars, with Q&A, voting and polling.
- Deliver on-demand content, previous seminars and presentations.
Client portal
- Digital client onboarding; fact finding, AML, document signature, document sharing, messaging.
- Client actions and to-do lists.
- Full journeys for things like mortgages, protection and simple pensions and investing.
Adviser CRM
- Single adviser tech platform to automate work & track clients.
- View timeline of all client interactions across platforms.
- Timeline for your whole business, tracking what is going on in the company.
- Key MI and stats All work is defined in mostly-automated workflows.
Client experience
- Full digital financial plan for all clients, tracking their financial details and progress against their plan.
- Individual plan opportunities served up to nudge them into more advice.
Hybrid advice
- The CRM will make recommendations for clients and the adviser can quickly confirm the right outcome.
- A quick in app call with the client / adviser, present the advice and deal with any further questions from the client.
- The adviser is presented with key details about the client displayed.
Websites
- Run and manage your website in one place.
- Have leads, contact requests and analytics all flow right into your back office.
- Run multiple websites/brands, test and launch trading styles quickly.
