Ningi Adviser Companion

The official companion app for financial advisers using Ningi CRM.

Ningi Adviser Companion is designed for modern UK financial planners who want to spend less time on admin and more time with clients. Built by the team behind Ningi — the all-in-one platform for financial advice firms — this app plugs directly into your Ningi CRM and empowers you with powerful AI features and meeting tools from your phone or tablet.

Key Features:

AI Meeting Assistant Record adviser-client conversations directly from your device and let AI do the heavy lifting.

Instant Transcriptions & Summaries Turn raw meeting recordings into actionable summaries and compliance-ready notes.

Generate Documents Automatically From meeting to documentation in just a tap — generate reports, suitability docs, and more.

Sync Seamlessly With Ningi CRM All data is instantly synced to your CRM — no copy-pasting, no double handling.

Adviser On-the-Go Manage your pipeline, track client progress, and collaborate with your team — anywhere, anytime.

Security & Trust We know how important data security is in regulated financial services. That’s why Ningi is built with security by design. This app uses encrypted connections and adheres to GDPR principles to keep your data safe. :warning: Note: This app is only for financial professionals with a valid Ningi CRM account. You won’t be able to use the app unless you are a registered user.