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
Get an invitation
Your practice or licensee administrator invites you. There's no public sign-up.
- 2
Set your password
Follow the link in your invitation email to set a password, then sign in on your phone.
- 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.
