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.
From an intuitive document management portal to encrypted chats and digital approvals, Gainns makes every interaction more efficient between you and your clients.
With protective features like 2FA and customisable displays, your branded client portal becomes a sanctuary of professionalism and care.
Witness the Transformation. Financial planners who shifted from generic tools to specialised precision with Gainns’s Financial Planning suite.
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.
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.
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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