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Your Specialist Client Management CRM Has Arrived.

Modern Client Lifecycle Management Software with a linked Client Portal

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  • Free 30-day trial
  • Trusted by forward-looking professionals
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The Ultimate Digital Workspace
for You & Your Clients.

Secure Messaging Advisor Clients

Keep Clients Informed Easily.

Share a personal dashboard of important alerts, messages, reports, e-signatures and self-managed documents 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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Deliver professional experience and revolutionise your client servicing

Centralise and Manage All Client Data

Empower your client 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 interactions.

Stress-Free Servicing So You Can Get to Business.

Manage clients in half the time by eliminating daunting paperwork and manual data entry. Embrace the beauty of streamlined digital forms and leave first impressions that last.

  • Swift e-sign agreements.
  • Customisable digital questionnaires.
  • Comprehensive segmentation and profiling, unique to each client.
tasks gainns Image

Task Management: Prioritised and Efficient.

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

  • Task Prioritisation: Focus on what's crucial, with tasks sorted by urgency.
  • Appointment Efficiency: Schedule and manage appointments without the clutter.
  • Instant Alerts: Stay informed with real-time notifications.

Communication Tools

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 Vault 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 Hub: 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.

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 daily operations your way.

We believe in the capabilities of our platform, and we respect your need for flexibility. That’s why we welcome you with a 1-month complimentary trial. Try for yourself and transform your workflows.

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?

Try Gainns Free
  • Free 30-day trial
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