Compare & Switch
Why firms are switching to Ningi
Most advice firms run 20+ disconnected tools. Ningi replaces the patchwork with one workspace — one login, one data layer, one price.
The Cost Comparison
What most firms are actually paying for their fragmented tech stack.
Traditional Stack
Across multiple vendors and contracts
Ningi
All-in-oneEverything included. All future features too.
What Ningi Replaces
Every tool you're paying for separately — consolidated into one purpose-built workspace.
Back Office
Replaces
Ningi provides
Full back office with client records, pipeline, tasks, and compliance — all connected to every other part of the system.
Client Portal
Replaces
Ningi provides
Branded client portal with secure messaging, document sharing, fact finds, and real-time portfolio views.
AI Tools
Replaces
Ningi provides
AI meeting intelligence, suitability report generation, email drafting, compliance checking — all with full client context.
Marketing
Replaces
Ningi provides
Website builder, blog, email campaigns, and lead generation tools — all integrated with your client data.
CRM
Replaces
Ningi provides
Purpose-built CRM for advice firms with pipeline management, activity tracking, and full client history.
Compliance
Replaces
Ningi provides
Automated compliance checking, audit trails, vulnerability assessment, and regulatory reporting — built in, not bolted on.
The Migration Promise
Switching doesn't have to be painful. Here's how we make it easy.
2–3 weeks from data export to go-live
We've migrated firms from Intelliflo, iO, Xplan, and manual setups. Every migration is planned and executed carefully.
We handle the heavy lifting
Our team manages data migration, process mapping, and system configuration. You focus on your clients.
Parallel running available
Run both systems side by side during transition. Nothing goes live until you're confident.
Dedicated onboarding lead
A real person assigned to your firm — not a helpdesk, not a chatbot. Hands-on support throughout.
What Advisers Say About Switching
“We moved expecting the system to be better. It obviously isn't. It's just a compliance-based system.”
On switching to the wrong system
“We wanted something more slick for us to use and more modern. But it's got to add benefit on the client side too.”
On what firms actually need
See the difference yourself
We'll show you exactly how Ningi replaces your current stack — with your scenarios, not a generic demo.
No commitment. No hard sell. Just an honest comparison.