Synopsis:

• All-in-One Platform – Ningi eliminates technology fragmentation by combining key financial planning tools in a single system.
• Automation – Streamlines annual reviews, reducing manual effort and improving efficiency.
• AI & Image Recognition – Extracts and populates data from documents to generate personalized reports quickly.
• Customisable Workflows – Allows firms to tailor processes to their specific needs within the platform.
• Seamless Integration – Combines websites, calculators, CRM, and AI tools, removing the need for multiple disconnected systems.
• Proven Impact –  Outdoor Wealth used Ningi to automate their review process, significantly cutting administrative workload.