Solutions · Financial Services

Document workflows without the implementation team.

Wealth advisors, RIAs, and back-offices use NinjaFlow to replace the manual hand-offs between client intake, document collection, signatures, and CRM updates.

• Client intake forms tailored per account type
• Document collection with virus scan + chunked uploads
• Custom nodes for your CRM, custodian, or compliance vendor
• Reporting that crosses tickets, time, and SLA breaches

Page scaffold · full content shipping in phase 2