A client experience worth talking about
Not a bolt-on. Not a separate product. A fully integrated client portal that shares the same data layer as your back office — included with Ningi.
One system. One source of truth.
Most client portals are separate products that cost £10k+ and require their own data sync. Ningi's portal is built into the platform — when a client uploads a document or completes a fact-find, it's immediately available in your back office. No integrations to maintain. No data drift.
Everything your clients need
A modern, branded experience that makes your firm feel like the premium service it is.
Secure Messaging
End-to-end encrypted messaging between advisers and clients. No more chasing emails or worrying about sensitive data in inboxes.
Document Sharing
Share documents securely with clients in a few clicks. Clients see their most recent shared documents on their dashboard and can open them directly in the browser. Full audit trail for every file.
Digital Fact-Find & ATRQ
Clients complete fact-finds and Attitude to Risk Questionnaires online at their own pace. Data flows straight into your back office — zero re-keying. Risk scores are visible to advisers immediately.
Onboarding Journeys
Guided onboarding flows that walk new clients through everything they need to provide. When prospects complete an Engage Journey on your website, a lead record is automatically created in Manage.
Branded White-Label
Your logo, your colours, your footer. Assign brands per client account so multi-brand firms can serve each client under the right identity. The portal feels like an extension of your firm.
Mobile-Friendly
Fully responsive design that works beautifully on any device. Clients can check their net wealth, review goals, and complete questionnaires from anywhere.
A personalised financial overview
When your clients log in, they see a branded, personalised dashboard that gives them a clear picture of their financial life.
Net Wealth at a Glance
Total net wealth displayed with a visual bar breakdown — assets, liabilities, invested funds, and DC pensions all clearly separated.
Goals & Progress
Top three financial goals ranked by priority, showing progress and target value. Clients can see how they are tracking towards what matters most.
Recent Documents
The five most recently shared documents appear on the dashboard for quick access. One click opens them in the browser.
Fact Find Access
Clients can view and edit their personal information directly. Changes are flagged for adviser review — approve, reject, or bulk-action updates.
Joint Account Support
Joint accounts can share fact-find access. One partner can complete the other's risk questionnaire and enter joint information.
Adviser-Controlled Access
You control exactly what each client can do — View-only, Edit Access, or No Access. Revoke, change, or resend invitations at any time.
Clients keep their own data up to date
Clients with portal access can add current valuations to plans that aren't connected via platform integrations. When they update a value, it's flagged for your review — updated dates appear in orange so nothing slips through.
When a client finishes editing their fact find, they click “Finished Editing” — this automatically revokes their editing rights and sends you a notification. You then review, approve or reject changes, and get a weekly email summary of all client accounts where changes were made.
The result: clients feel involved in their financial planning, and advisers maintain full control without chasing emails for updates.
Why pay extra for what should be included?
£0
Extra Cost
Included with Ningi — no £10k standalone portal needed
1
Data Layer
Same data as your back office. Always in sync.
100%
White-Label
Your brand, your domain, your client experience
24/7
Client Access
Clients can self-serve documents and updates anytime
A portal your clients will actually use
Upload documents, check plans, complete fact-finds, and message your team — all from any device. A premium client experience, included with Ningi.
Give your clients the experience they deserve
See how Ningi's integrated portal transforms client engagement — no separate product, no extra cost.
No lock-in. Modular pricing. Full support included.