Copy an account's fact-find between Ningi environments.
1. Choose environments and sign in
→
Your access is bound to your user account and firm on each side.
2. Find an account
Searching…
3. Copy
Documents are always anonymized and rebuilt as new files (PDFs lose their layout). Scans, images and
old .doc/.xls files are skipped. Re-running adds the documents again.
Without the fact find there's no import to create/find the account — pick the destination account to attach notes/tasks/documents to:
Or: copy the entire firm
Runs the same pipeline over every account in the source's firm.
A failing account is skipped and listed at the end; accounts already in
the destination are left alone, so a re-run is safe.
— leave blank for the whole firm; set it to 3 for a trial run
Users are never created (that would send real invitation emails). Each account's
adviser is matched to an existing destination user by email.