Gainns CRM logo

Modern Financial CRM and Client Portal Software for Investment Managers and Wealth Advisers

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.

Intuitive CRM and Client Portal Software for Financial Advisors, Wealth and Investment Managers

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.

Simplify Every Part of Client Process.

Centralize and Manage All Your Client Lifecycle Interactions In One Place.

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

Stress-Free Onboarding So You Can Get to Business.

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.

Reporting: Fast, Accurate, Impressive.

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

Make It Yours, But Keep It Tight.

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

What Users Have to Say About Us

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

Frequently Asked Questions

The Client Portal is 100% white-labeled. 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 provide a unique portal subdomain that can be button linked from your website. For a small monthly fee, we can also fully integrate the client portal directly into your main domain.

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’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.

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.

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

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.

The Ultimate Financial Workspace
for You & Your Clients.

Secure Messaging Advisor Clients

Keep Clients Informed Easily.

Share a personal dashboard of important alerts, investment insights, and self-managed profiles with clients. The result? Better transparency and reduced admin burdens for you.
Digital Document Management Software

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.

Flexible & Configurable CRM and Customer Portal

Make it Yours.

With protective features like 2FA and customizable displays, your branded client portal becomes a sanctuary of professionalism and care.
Customer Portal to improve client experience

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.