Getting Started

Going Directly Authorised? Start Right with Ningi

Newly DA firms are in a unique position: no legacy systems, no migration headaches. Start with the right tools from day one and never look back.

January 27, 2026
5 min read

If you're in the process of going directly authorised, you have an advantage that established firms would pay dearly for: a blank slate. Most firms we work with are migrating away from systems they've used for years — untangling data, retraining teams, running parallel systems during transition. It works, but it's effort. You don't have that problem. You get to start with the right tools from day one. No legacy data to migrate. No old workflows to unlearn. No "but we've always done it this way" friction. You can build your practice on a modern, AI-native platform from the ground up. This matters more than you might think. The technology decisions you make in your first year tend to stick for five to ten years. One adviser who's been DA for 15 years told us he wished he'd had access to something like Ningi when he started: "I spent years building workarounds for problems that shouldn't have existed in the first place." With Ningi, your first client meeting already has AI transcription, fact extraction, and automated document generation. Your first suitability report is drafted by AI with full compliance checking. Your first client sees a branded portal from day one. You're not "adopting new technology" — you're simply starting right. The firms that begin with unified, AI-powered platforms don't just save time. They build fundamentally different practices — ones that scale efficiently from the very first client.

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