The Specialist CRM for Financial Services Firms

Centralise everything and efficiently manage client workflows and activities with a suite of tools to drive productivity, client engagement and business growth – all from one secure platform.

The Ultimate Digital Workspace
for You & Your Clients.

Keep Clients Informed Easily.

Share a personal dashboard of important alerts, messages, reports, e-signatures and self-managed documents with clients. The result? Better transparency and reduced admin burdens for you.

Reduce the Paperwork.

From an intuitive document management portal to encrypted chats and digital approvals, Gainns makes every interaction more efficient between you and your clients.

Make it Yours.

With protective features like 2FA and customisable displays, your branded client portal becomes a sanctuary of professionalism and care.

many clients replace 3+ tools

Power At Your Fingertips

BUILD trust & BE DIGITAL

Client Portal & Mobile App

manage all in one place

Financial Client CRM

no re-keying, just click to view

Projects/Cases Planning

NEVER MISS A set REVIEW

Reviews and Reminders

organise and work smart

Document Management

JUST SET AND FORGET - we'LL REMIND YOU

Tasks and Follow-ups

CREATE & share at a click

Reports Management

eNJOY PRODUCTIVITY BLISS

Email Integrations and Notes

CREATE CLIENT CONVENIENCE

Online Questionnaires

All Messages in one secure place

Secure Messaging

digitalise your operations

Docusign (E-Sign) Integration

many more to try for yourself

KYC Checks & Much more...

What Users Have to Say About Us

Firms who transformed their daily grind into a streamlined success with the technology powering Gainns.

"...actively developed with features that are genuinely useful to our business."

"...Hey great and useful update all, saves a lot of time. Please keep it coming."

"...The service we have received has been exceptional."

"...I only wish I had found your sooner!"

"...A breath of fresh air!"

Frequently Asked Questions

Do my clients see any of your branding in the Client Portal?

The Client Portal is 100% white-labelled. You have full control to configure branding, themes, and content to align with your firm’s look and feel. Your clients will only see your branding. We even help integrate the client portal to your website, so your clients will only ever see your website and notifications from your own email address.

What are the benefits of using Gainns Platform?

Increased Client Loyalty: Our Client Portals coupled with our CRM can help you to build a relationship of trust with your clients. Increased Efficiency: Our CRM helps you to manage your clients more efficiently, reducing the time you spend on administrative tasks and retrieving information when you need it. Greater Transparency: Allows you to centralise and keep track of your clients’ activities, engagement and finances in a single location, providing you with greater insights.

Is it challenging to import my existing data to Gainns?

We’ve made the transition smooth with features like bulk client imports. Plus, our support team is always on standby to assist you every step of the way.

Will my clients find it difficult to use the client portal?

The client portal is designed with user-friendliness in mind. Intuitive interfaces and clear instructions ensure that clients can easily navigate and utilise all available features.

I have a specific branding in place. Will using Gainns disrupt that?

With Gainns, you can customise portals with your logo and color themes, even integrate it into your website, so your clients will only ever see your website and notifications from your own email address. The platform is designed to amplify, not replace, your brand identity.

Centralise All Your Client Lifecycle Interactions.

Say goodbye to scattered client data. Centralise, segment, and smoothly navigate your client universe, freeing up time for what truly matters.

Stress-Free Onboarding

Sign new clients in half the time by eliminating daunting paperwork and manual data entry. Embrace the beauty of streamlined digital onboarding journey and leave first impressions that last.

Plan Precisely, Present Professionally.

No more guesswork. Unlock precision with robust financial planning tools and confidently share top-tier advice that resonates and earns.

Secure and Convenient Document Management

A fortress for document security meets the peak of convenience. Store, organise, and share client documents without a second thought.

Reporting: Fast, Accurate, Impressive.

Shed hours off report creation. Use tailored templates, share insights effortlessly, and establish yourself as the go-to expert advisor.

Simplify Your Task Management

Overcome the chaos of day-to-day operations with Gainns’ intuitive task and workflow tools. Prioritise your workload, streamline task execution, and never miss a deadline with our intuitive task management and notification systems.

Task Prioritisation and Alerts: Organise tasks by urgency, get reminders for important deadlines, and never miss a step in your process.
Workflow Checklists: Navigate your daily tasks with custom workflow checklists, making sure you adhere to compliance requirements and client needs seamlessly.
Comprehensive Client Management: From scheduling appointments to tracking important client review dates, handle all aspects of client management in one place.

Impress Every Client with your Branded Client Portal

Secure and User-friendly Client Portal

Transform how you engage with clients using a client portal. Provide a unique, interactive experience that enables clients to take control of their financial journey in a platform that reflects your firm’s branding.

Personalised Snapshots: Offer clients a tailored view of their finances and reports that align with your firm's branding.
Secure Document Handling: Facilitate the secure uploading, accessing, and e-signing of documents within a protected environment.
Engagement and Alerts: Maintain open lines of communication with secure messaging and automated alerts, ensuring clients are always up to date.

Customise Your Client Portal, But Keep It Secure

Infuse every interaction with your unique brand essence. And do so with the confidence that industry-leading security is on your side.

Centralised Communication Hub

Open the gates to constant communication. Forge enduring client relationships with an all-encompassing messaging, alerting, and content-sharing hub.

Ready to Become The Professional Your Clients Adore?

If your days as a financial professional don’t become easier in 30 days of using Gainns, you don’t have to pay for it.

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