Increase Client Satisfaction
Includes:
– 1 Company Portal User (Add User $99 Per month)
– Unlimited Client Portal Users
Bespoke Requirments
Includes:
– Bespoke Integrations
– Contract Pricing in Chosen Currency
The Client Portal is for use by your end clients, who are external to your business. You can grant or remove client portal access to a client at any time.
Elegant Dashboard with Notifications
Tasks and Approvals (to complete)
Complete KYC/Questionnaires
Upload Files/Documents
Access Shared Files/Documents
Secure Messaging
E-Sign documents
View Proposals & Reports
View and Update Personal Details
Customise Client Portal tabs
Mobile App (on request)
Your Logo
Choose Brand Colour Themes
Portal login buttons for your website
Your Unique Client Portal URL
Use Client Portal in your Domain
The Company Portal is for use by your internal employees and any external users you choose to invite to use. You can add and remove users any time.
Client Management (CRM-lite)
Email Integration
Secure Messaging Clients
Secure Messaging Team
Project Checklists
Projects/Cases Management
Tasks Management
Files/Documents (Private & Shared)
E-Signatures Sharing
KYC Records
Personal Workdesk
Report Builder
Reporting templates
Proposals & Reports Sharing
Client MI & Insights
Two-factor Authentication (2FA)
Audit Trail Activity
Admin Role Functionality
Migration - Bulk Import Clients
Two-factor (2FA) authentication
Separate database per firm
Encryption of Data
Login and Device Logs
Audit Activity Logs
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.
Data Storage Add-on (Starts from Free): 1000 GB included for free, calculated at a Company level. Additional Storage will be charged at $99 for every 1000 GB.
Client Contact Forms Add-on (Starts from Free): Your website embedded forms to capture client information and send to Company Portal. 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.
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 Your Integrations
Custom 121 Integrations and Migrations
Firms who transformed their daily grind into a streamlined success with the technology powering Gainns.
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 or remove users anytime using the platform’s Admin role. Additional users beyond your subscription limit are billed in arrears, only for the days used. For example, if you add a user for 10 days and then remove them, you’ll only be charged for those 10 days on the next invoice.
Sign up today to revolutionise your client interactions. Enjoy streamlined processes, improved client satisfaction, and a clear view of your business.
