Your User-friendly Wealth Management Platform Has Arrived.
Empower your financial insights with gainns centralised database. It’s the single source of truth for all client details—accounts, documents, and communication—designed for a 360° client view at a glance.
Your financial acumen, encapsulated in customisable, insightful reports. Crafted with ease, shared with simplicity.
A fortress for document security meets the peak of convenience. Store, organise, and share client documents without a second thought.
Managers who transformed their daily grind into a streamlined success with the technology powering Gainns Platform.
Simplicity is our signature. Gainns is engineered to be as simple to navigate as it is powerful. A seamless experience with a support team always on standby.
Data privacy and protection is critical to our business. With multi-layered security measures, including two-factor authentication and robust data encryption hosted in AWS data centres with BCP/DR strategies, your clients’ data is shielded with high security standards and well protected.
Diversity in practice deserves a flexible platform. Gainns’s customisable nature ensures it complements your style, empowering you to deliver financial advice your way.
While Salesforce provides a powerful, versatile CRM platform, Gainns is distinctively crafted to address the intricacies of wealth management and financial services. It boasts a collection of capabilities specifically designed for wealth managers, including personalised client onboarding, portfolio management, and regulatory compliance. Gainns ensures that wealth managers have access to tools that streamline their operations, allowing for a more efficient wealth management process compared to a general-purpose CRM like Salesforce.