GAINNS CRM LOGO
Login
Free Trial

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.

Try Gainns Free
  • Free 30-day trial
  • Trusted by forward-looking financial planners
GAINNS CRM HOME PAGE IMAGE

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.
  • Customisable Financial Planning Tools: Tailor investment, insurance, and cash flow planning tools to fit each client’s unique situation for truly personalised advice.
  • Accurate Income Visualisation: Illustrate potential earnings and financial growth with sophisticated forecasting tools.
  • Anticipated & Unforeseen Cost Strategies: Prepare for both expected and unexpected expenses, ensuring comprehensive financial planning.
  • Engage Clients Easily: Use our CRM portal for secure communication, content sharing, and timely alerts to keep clients informed and engaged.

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.
  • Up-to-date Compliance: Create the latest compliance updates as compliance checklists, ensuring you always follow current laws
  • Custom Compliance Tasks: Easily create tasks for regular compliance events such as KYC (Know Your Client) updates, AML (Anti-Money Laundering) checks, and more, keeping your practice in line with legal requirements.
  • Thorough Record-Keeping: Maintain a complete history of client interactions and documents with our CRM, essential for audit readiness and regulatory reviews.
  • Checklist for Regulatory Demands: Use our customisable checklists to systematically address compliance tasks, including quarterly reporting, client disclosures, and conflict of interest assessments.

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.

  • Task Prioritisation and Alerts: Organise tasks by urgency, get reminders for important deadlines, and never miss a step in your client’s financial planning process.
  • Workflow Checklists: Navigate your daily tasks with custom workflow checklists, making sure you adhere to compliance requirements and client needs seamlessly.
  • Comprehensive Client Management: From scheduling appointments to tracking important client review dates, handle all aspects of client management in one place.
  • Efficient Document Handling: Manage and share proposals, reports, and documents with ease, thanks to our robust file management system.

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.
  • Personalised Financial Snapshots: Offer clients a tailored view of their finances with customisable dashboards that align with your firm's branding.
  • Client-Directed Planning: Equip clients with tools for self-guided fact finds, KYC, risk assessment and financial planning, promoting proactive engagement.
  • Safe Document Handling: Facilitate the secure uploading, accessing, and electronic 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.

Testimonial

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

"...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!"
Previous
Next

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.

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.

Customer Portal to improve client experience

Ready to Become the Financial Advisor Your Clients Adore?

Try Gainns Free
  • Free 30-day trial
GAINNS CRM LOGO
START YOUR FREE TRIAL

Platform

Resources

Follow

Share

© 2024 Gainns • All rights reserved