Centralise and efficiently manage clients and activities such as onboarding, planning, reporting, communicating and much more with a suite of tools to drive productivity, client engagement and business growth – all from one secure platform.
The All-in-one Practice Management CRM Every Financial Professional Needs.
Centralise and efficiently manage clients and activities such as onboarding, planning, reporting, communicating and much more with a suite of tools to drive productivity, client engagement and business growth – all on one secure platform.
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.
Shed hours off report creation. Use tailored templates, share insights effortlessly, and establish yourself as the go-to expert advisor.
Firms who transformed their daily grind into a streamlined success with the technology powering Gainns.
Gainns is more than just a CRM; it’s tailor-made for financial services companies mainly wealth and investment professionals. With specialized practice management and financial planning tools, KYC questionnaires, risk profiling, and a portfolio dashboard, it streamlines your processes and enhances client engagement in ways generic CRMs can’t. Gainns also provides a Client/Investor Platform that links with the Practice Management CRM to exchange and engage with clients.
Increased Client Loyalty: Our Client Portals coupled with our CRM can help you to build a relationship of trust with your clients, which can result in them being more loyal to you and your services. 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 centralize and keep track of your clients’ activities, engagement and finances in a single location, providing you with greater transparency and insights.
We share your concerns. That’s why Gainns employs industry-leading security measures, including encryption, two-factor authentication, and secure AWS Data Centers, ensuring robust protection for your client data.
Not at all! With Gainns, you can customize portals with your logo and color themes, even integrate it into your website. The platform is designed to amplify, not replace, your brand identity.
From an intuitive document management portal to encrypted chats and digital approvals, Gainns makes every interaction more efficient between you and your clients.
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.