Become an Effective Asset Manager for Your Clients Today.

Specialist CRM for Asset Managers with a linked Investor Portal App

Tired of juggling client portfolios, documents, navigating compliance, and wrestling with outdated tools? Gainns is your game-changer. Elevate every client interaction and direct your focus where it truly counts – managing assets.

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.

Changing the Face of Asset Management

From tedious manual processes to intuitive client management, see why top asset managers are making the switch to 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!"

Get 360 Degree View of All Client Data.

Unlock a richer understanding of your clients with Gainns. Get instant access to essential information, streamline processes, and enhance communication.

Seamless Client Records: Easily manage and access comprehensive client profiles.
Document Mastery: Quickly navigate important documents and notes
Communication Central: Keep track of all client interactions in one place.
Client Insights: View all client information at a glance for better-informed decisions.

Onboarding: Efficient, Personalised, Perfect.

Set the foundation for a successful relationship with a client onboarding process that’s as impressive as it is efficient.

Compliance Without Complications.

Navigate the complex world of asset management regulations with Gainns’s comprehensive compliance toolkit.

Reporting Refined: Automate and simplify your reporting processes.
Clear Communication Channels: Maintain transparent communication with easy-to-use tools.
Account Oversight: Exercise complete view over holdings and account management.
Privacy Protection: Safeguard client data with cutting-edge security measures.

Task Management: Prioritised and Efficient.

Keep your asset management tasks organised and accessible, ensuring you’re always on top of your game.

Frequently Asked Questions

What is CRM in asset management?

CRM in asset management is pivotal for managing client relationships and portfolios seamlessly. Gainns’s CRM goes beyond just contact details. It integrates risk profiling, client onboarding, and investment strategies, providing asset managers with a holistic view of each client. By doing so, it ensures more strategic decisions, better communication, and ultimately, enhanced trust with clients..

Can you use generic tools for asset management?

While there are many general-purpose CRMs and tools, Gainns is specifically tailored for the nuances of asset management. It offers a suite of features, from client onboarding to compliance, that are fine-tuned for the unique challenges faced by asset managers. Gainns ensures a streamlined, efficient experience from the outset, positioning asset managers for success.

I’m not very tech-savvy. Will I find Gainns difficult?

We’ve developed Gainns with asset managers of varying tech expertise in mind. With dedicated support and many ready to use guides for training, we ensure a smooth and effective experience for everyone.

How does Gainns assist in fostering trust with clients?

By providing secure communication channels, transparent reporting, and an intuitive client portal, Gainns ensures every client interaction is impactful, fostering trust and strengthening relationships.

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...

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.

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.

Join the Ranks of Top Asset Managers.

Gainns is much more than a CRM—it’s the stepping stone to becoming the investment manager every client values.

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