Show Clients How to Plan Finances The Right Way.
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.
Witness the Transformation. Financial planners who shifted from generic tools to specialised precision with Gainns’s Financial Planning suite.
Salesforce is a comprehensive CRM solution that can be customised for various purposes, but Gainns 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 a generic and broad-based CRM like Salesforce.