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Per user, per month*

Financial CRM + Client Portal App: Increase Productivity And Delight Your Customers

Includes 1 CRM User

Unlimited Clients

Add User $99/month*

*USD, Local taxes may apply

Includes Financial CRM

Client/Investor Portal

Currency and Timezone setting

Fully White-labelled and Branded Portals

Optional Add-ons: Own Brand Mobile Apps


Contact us

Custom Digital Solutions: To Meet Organisational Requirements For Bespoke Solutions

Custom Users

Unlimited Clients

Bespoke Integrations

*Contract Pricing and Currency

Everything from the Pro Plan plus

Integrations to Custody, Trading, Internal Systems, Organisation's Website with dedicated digital client journeys for end-to-end automation

Own Domain and Own Brand Mobile Apps

Bespoke Features, Integrations and Set up

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.

Key Features



Firm Portal



Intuitive Financial CRM

Email Integration

Secure Messaging

Workflows & Compliance Checklists

Portfolio Valuations

Projects/Cases Management

Tasks Management

Files/Documents Management


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. 

Key Features



Client Portal



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)

Branding and Interface

Key Features



Client Portal



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

Security, Data Protection & Compliance

Key Features






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.

Key Features






Risk Profiling Add-on (Free): A choice of 5, 7 or 10 risk profile categories

Data Storage Add-on (Starts from Free): 100 GB per user included, calculated at a Firm level. (e.g.) If 5 users, Firm gets 500 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 (Starts from $99 per user): 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. Starts from $250/month for each App Store.

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

Any questions?

We are here to help you


Frequently asked questions

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.

Gainns is an all-in-one solution and the answer to many industry problems, mainly rekeying data in multiple software. If you have a particular partner provider that you would like us to integrate with, please do not hesitate to reach out to us.

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.

- Clients

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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.