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Comprehensive Wealth Software with an Elegant Client Portal

Our platform is the bedrock of bespoke financial journeys, delivering deep client engagement, precise planning tools, and powerful reporting. All unified in one intuitive suite.
Try Gainns Free
  • Free 30-day trial
  • Trusted by forward looking wealth managers

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 customisable displays, your branded client portal becomes a sanctuary of professionalism and care.

What Other Firms Have to Say

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

"...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!"
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Easy-to-use Software for Wealth Managers Anywhere.

Make a Great First Impression With Clients

Empower your financial insights with gainns centralised database. It’s the single source of truth for all client details—accounts, documents, and communication—designed for a 360° client view at a glance.

  • Seamless Client Records: All-inclusive profiles for instant retrieval of account balances and personal data.
  • Document Efficiency: Centralised storage for swift navigation through key documents and notes.
  • Communication Hub: Consolidated client conversations, ensuring nothing gets missed and every interaction is tracked.
  • Comprehensive Overviews: Quick access to a full spectrum of client information, enabling enriched advisory interactions.

Do Better Advising with Advanced Planning Tools

Forge insights into strategies. Immerse yourself in investments, insurance, and cash flow planning to plot unparalleled financial journeys.
  • Investment Planning: Utilise robust analytical tools for a transparent view into investment trajectories.
  • Insurance Planning: Leverage foresight tools to navigate the complexities of insurance planning.
  • Cash Flow Planning: Innovative solutions that bring actionable financial insights to your fingertips.
  • Mapped Portfolio Recommendations: Data-rich guidance tools to inform every client recommendation.

Reports That Speak for Themselves

Your financial acumen, encapsulated in customisable, insightful reports. Crafted with ease, shared with simplicity.

  • Customisable Analytics: Access a diverse array of templates for bespoke report creation.
  • Streamlined Distribution: Effortless report sharing through client portals or direct communication.
  • Transparent Data Insights: Build trust through clear and comprehensive report sharing and presentations.

Engage. Inform. Thrive.

Open the gates to constant communication. Forge enduring client relationships with an all-encompassing messaging, alerting, and content-sharing hub.
  • Centralised Dialogue Hub: Centralise every client interaction for consistent communication.
  • Seamless Information Sharing: Distribute content and send message alerts with effortless immediacy.
  • Timely Client Updates: Foster engagement and trust through prompt and relevant Client Portal updates.

A Safe House for Client Documents

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

  • Encrypted File Haven: Safeguard every client file in a secure, digital vault.
  • Streamlined Document Sharing: Share effortlessly with tailored document folders and reports for each client.
  • Assured Data Integrity: Maintain and access documents with unwavering reliability.

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 that align with your firm's branding.
  • Client-Directed Tools: Equip clients with tools for self-guided fact finds, KYC, risk assessment and financial planning, promoting proactive engagement.
  • 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.

Frequently Asked Questions

What is a CRM?
How intuitive is Gainns for someone wary of complex tools?

Simplicity is our signature. Gainns is engineered to be as simple to navigate as it is powerful. A seamless experience with a support team always on standby.

Data privacy and protection is critical to our business. With multi-layered security measures, including two-factor authentication and robust data encryption hosted in AWS data centres with BCP/DR strategies, your clients’ data is shielded with high security standards and well protected.

Undoubtedly. Our platform is an ecosystem encompassing comprehensive onboarding, insightful reporting, and vibrant client engagement—your all-in-one digital command center.

Diversity in practice deserves a flexible platform. Gainns’s customisable nature ensures it complements your style, empowering you to deliver financial advice your way.

We believe inthe capabilities of our platform, and we respect your need for flexibility. That’s why we welcome you with a 1-month complimentary trial. Immerse yourself, evaluate, and witness the transformation in your workflow.

While many generic tools and CRMs exist, Gainns is distinctively crafted to address the intricacies of wealth management and financial services. It boasts a collection of capabilities specifically designed for wealth managers, including personalised client onboarding, portfolio management, and regulatory compliance. Gainns ensures that wealth managers have access to tools that streamline their operations, allowing for a more efficient wealth management process compared to a general-purpose CRMs.

many clients replace 3+ tools

Power At Your Fingertips

BUILD trust & BE DIGITAL

Client Portal & Mobile App

manage clients 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...

Ready to Become The Wealth Manager Your Clients Adore?

Try Gainns Free
  • Free 30-day trial
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