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Ninja CMS

NINJA CMS

Your adviser portal, in your pocket.

Notices, client records, workflows and revenue from your licensee's portal, on your phone.

Coming soon to iPhone and Android.

Accounts are provided by your organisation. There's no public sign-up.

What's in the app

  • Notices

    Read your licensee's announcements and updates as they're published.

  • Clients

    Look up client details, the fact find, files and ongoing reviews, and keep them up to date.

  • Workflows

    See where every client is on your practice's boards, and move them on.

  • Revenue

    Check your revenue by month and match accounts to clients.

MADE FOR YOUR ORGANISATION

Your organisation's colours and logo, as soon as you sign in.

Ninja CMS takes on the look of the organisation you work with, so the app feels like part of your practice, not another tool to learn.

  • Your organisation's colours and logo throughout the app
  • Work with more than one organisation and switch any time in Settings
  • You only ever see the organisations you belong to

GETTING STARTED

Up and running in three steps.

  1. 1

    Get an invitation

    Your practice or licensee administrator invites you. There's no public sign-up.

  2. 2

    Set your password

    Follow the link in your invitation email to set a password, then sign in on your phone.

  3. 3

    Choose your organisation

    Pick the organisation you want to work in, and your notices, clients, boards and revenue are there.

Built for advice practices

Ninja CMS is used by Australian financial services licensees and the advisers and staff who work with them. Each organisation manages its own users and data.

Questions?

Email us at support@ninjacms.com.au. For help with your account, you can also contact your organisation's administrator.

Email support