Modern Financial Planning CRM Software for Advisors

Gainns suite makes it easy for you to manage all your clients under one roof. Precision planning, robust compliance, and seamless CRM and Client Portal integration — all in one place for the modern financial advisor.

The Ultimate Financial Workspace
for You & Your 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.

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.

Testimonial

Witness the Transformation. Financial planners who shifted from generic tools to specialised precision with Gainns’s Financial Planning suite.

"...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!"

Comprehensive Investment and Cash Flow Planning.

Dive deep into client’s finances, mapping out income projections and expense planning with unmatched clarity. With our tools, turn today’s numbers into tomorrow’s possibilities.

Customisable Financial Planning Tools: Tailor investment, insurance, and cash flow planning tools to fit each client’s unique situation for truly personalised advice.
Accurate Income Visualisation: Illustrate potential earnings and financial growth with sophisticated forecasting tools.
Anticipated & Unforeseen Cost Strategies: Prepare for both expected and unexpected expenses, ensuring comprehensive financial planning.
Engage Clients Easily: Use our CRM portal for secure communication, content sharing, and timely alerts to keep clients informed and engaged.

Simplified Compliance & Workflow Management.

Our system makes it easy to manage your workflows and meet stringent industry standards, from due diligence to audit trails, so you can stay on top of complex financial regulations.

Up-to-date Compliance: Create the latest compliance updates as compliance checklists, ensuring you always follow current laws
Custom Compliance Tasks: Easily create tasks for regular compliance events such as KYC (Know Your Client) updates, AML (Anti-Money Laundering) checks, and more, keeping your practice in line with legal requirements.
Thorough Record-Keeping: Maintain a complete history of client interactions and documents with our CRM, essential for audit readiness and regulatory reviews.
Checklist for Regulatory Demands: Use our customisable checklists to systematically address compliance tasks, including quarterly reporting, client disclosures, and conflict of interest assessments.

Effortless 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 client’s financial planning 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.
Efficient Document Handling: Manage and share proposals, reports, and documents with ease, thanks to our robust file management system.

Secure and Customisable 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 Financial Snapshots: Offer clients a tailored view of their finances with customisable dashboards that align with your firm's branding.
Client-Directed Planning: Equip clients with tools for self-guided fact finds, KYC, risk assessment and financial planning, promoting proactive engagement.
Safe Document Handling: Facilitate the secure uploading, accessing, and electronic 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.

How to Get Started

1. Sign Up Instantly

Create your account in minutes. Just enter your details, and you’re ready to go

2. Import & Organise

Bring your clients into Gainns with our easy import feature. Set up client profiles, assign tasks, and distribute documents. You’ll be ready to advise with all your resources in one place, securely and efficiently.

3. Customise Your Dashboard

Gainns comes ready to go. But you can set up your firm profile, choose your color themes, and integrate your branding for a seamless client experience.

Frequently Asked Questions

How do your tools ensure accurate financial projections?

With Gainns’ robust algorithms and vast financial calculations, our projection tools offer insights grounded in real-world scenarios, ensuring you get the most accurate outlook.

Are there any integrations available for the planning tools?

Absolutely! From e-signatures to risk profiling and KYC checks, our Financial Planning suite seamlessly integrates with essential tools to provide a comprehensive planning experience.

Is there ongoing training or support for these features?

We’re committed to your success. We offer one to one training sessions, webinars, and our support team is always available to guide you through any queries or challenges.

How does Gainns ensure that the planning tools are up-to-date?

Our team consistently monitors financial calculations. Any updates or changes are swiftly integrated into our workflows and compliance checklists to ensure you remain on the right side.

How does Gainns help with financial planning?

Gainns is a comprehensive CRM solution that can be customised for various purposes, and it stands out with its specialised focus on financial planning and wealth management. With features that cater to the specific needs of financial planners, such as goal-based planning modules, risk assessment tools, and integrated financial analytics, Gainns offers a tailored CRM experience. This specialisation facilitates a seamless, more effective financial planners process, setting financial advisors up for enhanced performance over generic tools.

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 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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