You can use Ningi to manage your financial advisory practice from initial client discovery to ongoing reviews. The system transcribes client meetings, extracts key financial objectives and risk profiles, and drafts suitability reports automatically. It links client data with investment providers to track portfolios and prepare annual reviews. Advisers can run compliance checks, generate letters of authority, send automated marketing emails, and manage prospect pipelines. Clients can access their records through a dedicated portal, removing manual data entry across disconnected systems.
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