The modern back office for financial advice
Replace legacy systems like iO and Xplan with a single, AI-integrated workspace. Faster, simpler, and built for the way modern advisers actually work.
Your entire back office in one place
Most adviser firms stitch together five or more systems — a CRM here, a workflow tool there, spreadsheets everywhere. Ningi's back office replaces the lot with a single, coherent platform that's modern, fast, and deeply integrated with AI.
Everything you need, nothing you don't
Purpose-built for financial advisers. Every feature designed around real adviser workflows.
Client Management
A single, unified view of every client. Contacts, relationships, dependants, and household groupings — all structured and searchable. Create accounts from leads or directly, archive and unarchive as needed, and merge duplicates without losing history.
Digital Fact Finds
Comprehensive fact-find forms with AI-assisted data capture. Clients can complete their own fact find via the portal, with changes flagged for adviser review and approval. Reduce double entry and eliminate paper forms entirely.
Tasks & Workflows
Customisable workflows for new business, reviews, and transfers. Built-in lead generation workflows track prospects from first contact through to conversion. Assign tasks, set deadlines, and track progress across your team with full visibility.
Income Reconciliation
The most comprehensive income reconciliation in advice tech. Set up fee expectations, upload bank and provider statements, and run intelligent matching — automatic, potential, and manual. Handles complex scenarios like many-to-one and one-to-many matching.
MI Dashboards
Three real-time dashboards — Management, Finance, and My Accounts — each tailored to role permissions. Track AuM, lead conversion, adviser income, review completion, workflow efficiency, and provider distribution at a glance.
Document Management
Store, organise, and retrieve documents with intelligent tagging and full audit trail. Share documents securely with clients via the portal, with automatic notifications and access controls.
Plans & Policies
Track every plan, policy, and product across providers. Automatic valuation feeds from 17 platforms keep everything current. Generate Plan Valuation Summary reports on demand.
Compliance & Oversight
Centralised compliance oversight with case checking workflows, competent adviser status tracking, and AI-powered review templates. Run structured compliance checks across client files with pass/fail grading.
Regulatory Reporting
Generate RMAR reports (RMA-J for annual regulated income, RMA-K for adviser charges and volumes) and New Business Register exports. All calculations handled automatically — just enter the reporting period.
Permissions & Roles
Granular role-based access control. Directors see everything, team managers see their function, advisers see their clients. Invite users, manage access levels, and suspend accounts — all with full audit trail.
The numbers speak for themselves
5+
Tools Replaced
One platform instead of a patchwork of systems
Live
MI & Reporting
Real-time management information across your firm
0
Data Silos
Everything lives in one connected workspace
∞
Scalable
Built to grow with your firm, not hold it back
The hardest feature in advice tech. Done right.
Income reconciliation is the mountain every back office platform has to climb. It requires comprehensive client data, deep provider integrations, and intelligent matching logic. We built ours from first principles.
Every Fee Type
Initial fees, ongoing fees, commissions, ad-hoc charges, time-based fees, and alternative payment routes. Set up expectations once and track them automatically.
Intelligent Matching
Automatic matching between statement lines and expectations, with configurable tolerance rules. Handles complex many-to-one and one-to-many scenarios.
Statement Processing
Upload bank and provider statements in CSV, or convert PDF statements automatically. Map columns, reconcile, and close events in a structured cycle.
Fee Splits & Configuration
Configure fee splits between advisers, former advisers, and introducers. Assign advisers to accounts in bulk with full control over commission structures.
Full Visibility
Track expectation statuses (active, inactive, unreconciled, reconciled), run events, and see exactly where every pound of income stands.
Finance Dashboard
Dedicated Finance MI view showing reconciled income, income by provider, income by category, adviser breakdowns, and 12-month trends.
“It's the most intuitive, easy-to-use, and comprehensive income reconciliation system that exists.”
Sarah Challenor
Director, Adviser Outsourcing — runs income reconciliation for dozens of UK financial advice firms
Three dashboards. Every metric that matters.
Management, Finance, and Personal views — each tailored to role permissions and showing the metrics your team actually needs.
Management
Directors & Regional Managers
- ✓Headline AuM across the firm
- ✓Total clients with vulnerability tracking
- ✓Lead conversion rates (30-day rolling)
- ✓AuM and client count per adviser
- ✓Workflow efficiency and completion
- ✓Provider and plan type distribution
Finance
Finance Managers & Team
- ✓Total reconciled income per period
- ✓Income trends over 12 months
- ✓AuM breakdown by adviser
- ✓Income by provider over time
- ✓Income by category and plan type
- ✓Adviser income breakdown (initial + ongoing)
My Accounts
All Advisers & Admins
- ✓Personal client count and AuM
- ✓Upcoming client birthdays (7 & 30 day)
- ✓Active workflows and review load
- ✓Personal income breakdown
- ✓Workflow efficiency scores
- ✓Provider usage across your clients
Ready to modernise your back office?
See why advisers are switching from legacy systems to the workspace that replaces them all.
No lock-in. Modular pricing. Full support included.