The Ningi Roadmap

See what's coming next

We're building powerful new tools to help you grow your practice, scale your advice, and serve more clients — all inside the workspace you already use every day.

5 new features in the pipeline
1 already in beta

What we're building

Every feature ships as part of your Ningi workspace — no add-ons, no upgrades, no surprise bills.

Beta · 80%

Marketing Calculators

Generate leads with interactive calculator tools

Standalone calculator tools that embed on your website or share as links. IHT calculators, pension tools, mortgage calculators — all branded to your firm.

Branded calculator widgets
Embeddable on any website
Automatic lead capture
Multiple calculator types (IHT, pension, mortgage)
Results generate branded PDF reports
CRM integration for lead follow-up
PlanningDesignIn DevelopmentBetaLaunching Soon
Calculate
£124,500
In Development · 55%

Email Marketing

Nurture clients with beautiful email campaigns

Design and send professional newsletters and campaigns. Segment your audience, automate drip sequences, and track engagement — all from one platform.

Drag-and-drop email builder
Pre-built newsletter templates
Audience segmentation
Automated drip campaigns
Open and click tracking
Compliance-ready unsubscribe handling
PlanningDesignIn DevelopmentBetaLaunching Soon
Read more
Unsubscribe
In Development · 55%

Robo-Advice Journeys

Scale advice with intelligent automation

Automated advice journeys that help you serve more clients without compromising quality. Digital fact-finds, risk profiling, and recommendation engines.

Digital fact-find journeys
Automated risk profiling
Suitability report generation
Client self-service onboarding
Hybrid advice model support
FCA-compliant recommendation engine
PlanningDesignIn DevelopmentBetaLaunching Soon
Low
Medium
High
Suitable
Design · 30%

Cashflow Modelling

Help clients visualise their financial future

Advanced cashflow modelling and financial planning tools. Interactive charts, scenario comparison, and client-facing presentations that bring plans to life.

Interactive cashflow projections
What-if scenario modelling
Client-facing presentation mode
Tax-aware calculations
Retirement income planning
PDF report generation
PlanningDesignIn DevelopmentBetaLaunching Soon
Income
Spend
2026
2030
2035
2040
2045
Projected surplus at retirement
£847,200
Planning · 15%

Research & Analysis

Fund research and portfolio analysis at your fingertips

Comprehensive fund research, portfolio analysis, switching analysis, and rebalancing tools. Make better investment decisions with data-driven insights.

Fund research database
Portfolio analysis and reporting
Switching analysis with cost comparison
Rebalancing recommendations
Risk vs return analytics
Regulatory-compliant research trail
PlanningDesignIn DevelopmentBetaLaunching Soon
1Y
5Y
Total Return
+12.4%
Risk Rating
Medium
Early Access

Want to be first in line?

Get in touch to learn more about upcoming features and get early access as they roll out.

All features are included in your Ningi workspace — no add-ons, no upgrades.