Financial CRM + Client Portal
Includes:
– 1 Financial CRM User (Add User $99 Per month)
– Unlimited Client Portal Users
Bespoke Solutions
Includes:
– Bespoke Integrations
– Contract Pricing in Chosen Currency
The Company/Manager Financial CRM is for use by your internal employees and any external partner users you choose to invite. You can add and remove users any time.
Intuitive Financial CRM
Email Integration
Secure Messaging
Workflows & Compliance Checklists
Portfolio Valuations
Projects/Cases Management
Tasks Management
Files/Documents Management
E-Signatures
KYC Questionnaires
Risk Profiling
Cash-flow Modelling
Planning Calculations
Personal Workdesk & CPD
Report Builder
Reporting templates
Investment Plans & Reports
Proposals & Reports
Client MI & Insights
Two-factor Authentication (2FA)
Audit Trail Activity
Firm Admin Portal included
Migration - Bulk Import Clients
Sharing Forms & Documents in Client Portal
Sharing Proposals & Reports in Client Portal
Secure Client Portal Messaging & E-Signs
The Client Portal is for use by your end clients and investors, external to your business. You can grant or remove access to a client at any time.
Elegant Dashboard
Complete KYC/Questionnaires
Complete Risk Profiling
Upload Files/Documents
Access Shared Files/Documents
Secure Messaging
E-Sign documents
View Proposals & Reports
View Invested Portfolios
View and Update Personal Details
View and Update Financial Details
Client Private File Storage
Customise Client Portal tabs
Mobile App (on request)
Your Logo
Your Brand Colour Themes
Link Portal logins on your website
Your Unique Portal Website URLs
White-labelled & Branded Client Portal
Integrate to your Domains and Apps
Two-factor (2FA) authentication
Separate database per firm
Encryption of data-in-transit
Encryption of data-at-rest
Login and Device Logs
Audit Activity Logs
BCP & DR process
Custom Security Configurations
Add-Ons are features that may sometimes be powered by external providers but are embedded fully into Gainns. No need to newly set up or hold an account with any external provider, simply activate the add-on and start using. Some add-ons may incur additional charges. Please see below or contact us for further details.
Risk Profiling Add-on (Free): A choice of 5, 7 or 10 risk profile categories
Data Storage Add-on (Starts from Free): 1000 GB per user included, calculated at a Firm level. (e.g.) If 5 users, Firm gets 5000 GB. Additional Storage can be purchased.
Client Acquisition Web Forms Add-on (Starts from Free): Your public website embedded forms to capture client information and send to CRM and Client Portal Apps - to more advanced digital customer journeys. Contact us for more details.
Investment Valuations Automation Add-on (Free): Receive portfolio valuations using SFTP or Other options directly into our software saving time for your reporting. Contact us for more details.
Portfolio Manager Portal Add-on: Create, monitor, rebalance model portfolios and centralise all recommendation methodology to ensure a consistent firm wide advice strategy. Contact us for more details.
Unique Brand Mobile App Add-on: Your organisation's named and branded mobile app downloadable from Apple IOS and Google Play Store. Contact us for pricing.
Custom Digital Solutions and Bespoke Features: Requires Setup. Additional charges apply.
Integrations are third party partner applications that you can connect and use alongside Gainns to receive additional services for your business. You will need to hold an account directly with the Integration partner provider to connect and use within Gainns. You will not be billed by us for any third party integrations.
Microsoft Outlook Emails
Google Workspace Emails
DocuSign E-Signatures
Request Integrations for Product
Custom Integrations and Migrations
Firms who transformed their daily grind into a streamlined success with the technology powering Gainns.
You can use our standard bulk import wizard, which we will walk you through the process step-by-step and offer you options to import. If you are an organisation with a lot of data and need a more personalised hand-holding service, we can accommodate that too for an additional cost. Most firms can simply utilise our bulk import feature and will not need to incur any additional charges.
Every firm gets one month free to try the software at no cost. After the trial ends, and the date you choose to sign up and pay for a subscription plan will be the start date of your contract. For example: If your start date is on the 10th day of a month, we will invoice you on a pro-rata basis till the end of that month on the first invoice and collect payment immediately.
The billing date is typically the the first of each month. On the first of each month, we will invoice and take payment for the subscription for that month in advance, and any previous month’s usage costs relating to additional users and add-ons in arrears.
Yes, you can add and remove users from your account at any time. You can do this using the platform’s Admin role functionality. Additional users are those who are above the inclusive limit of your subscription plan. Additional users’ costs will always be billed in arrears and only for the days used in previous month. For example, if you add an additional user account and remove it after ten days, you will only be charged for ten days for that user in the next invoice.
Sign up for our Financial CRM today to revolutionise your client interactions. Enjoy streamlined processes, improved client satisfaction, and a clear view of your business.
