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.

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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.

Testimonial

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

Present Every Nuance of Financial Planning Beautifully.

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.

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.
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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.

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.

How to Get Started

Secure Messaging Advisor Clients

1. Sign Up Instantly

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

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.
Flexible & Configurable CRM and Customer Portal

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

What is a CRM?
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.
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.
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.
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.

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.