Ningi
Product
Ningi is an AI-native financial adviser workspace combining back-office and client tools in one platform.
- Currently Offered
Ningi is an AI-native financial adviser workspace combining back-office and client tools in one platform.
Ningi's workspace combines financial-adviser back-office functions, AI tools, marketing, and client access. It provides client management, digital fact-finds, workflows, income reconciliation, reporting, document management, compliance, and connected platform data.
The workspace includes client management and digital fact-finds, as well as workflows for new business, reviews, and transfers. It also provides income reconciliation, management dashboards, document management, regulatory reporting, and role-based access controls.
WealthAi for Advisors is WealthAi's packaged workspace giving independent advisers and smaller advice firms an AI-powered client platform.
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WealthAi for Advisors is WealthAi's packaged workspace giving independent advisers and smaller advice firms an AI-powered client platform.
End-to-end wealth management platform for financial advisors
Nitrogen Risk Center gives advisers risk questionnaires, Risk Number scoring, portfolio analysis, proposals, and compliance documentation in one workflow.
An AI wealth-advisory copilot that automates advisor workflows and client intelligence.
Digital wealth management for banks and credit unions.
AI platform that automates compliance, client data capture and documentation for UK financial-advice firms.
Portfolio and data platform Addepar provides for wealth managers and advisors.
Advisor Operating Platform is an AI-native substrate for wealth-firm data, rules, and digital workers.
EquiLend platform for real-time securities lending trade negotiation.
Magnifi connects retail accounts and delivers AI-powered portfolio analysis, scoring, and 24/7 chat advisory.
Fintech platform unifying payment-provider data with automated reconciliation and accounting workflows.
Cotribute AI Growth Agents surface acquisition, cross-sell, and retention actions for credit unions and banks.
Engagement product delivering predictive insights and next-best-action recommendations to bank customers.
Origin's consumer app provides AI budgeting, guidance, and financial health tracking.
