Your User-friendly Wealth Management Platform Has Arrived.

Comprehensive Wealth CRM Software with an Elegant Client Portal

Our platform is the bedrock of bespoke financial journeys, delivering deep client engagement, precise planning tools, and powerful reporting. All unified in one intuitive suite.

Easy-to-use Software for Wealth Managers Anywhere.

Make a Great First Impression With Clients

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.

Do Better Advising with Advanced Planning Tools

Forge insights into strategies. Immerse yourself in investments, insurance, and cash flow planning to plot unparalleled financial journeys.

Reports That Speak for Themselves

Your financial acumen, encapsulated in customisable, insightful reports. Crafted with ease, shared with simplicity.

Engage. Inform. Thrive.

Open the gates to constant communication. Forge enduring client relationships with an all-encompassing messaging, alerting, and content-sharing hub.

A Safe House for Client Documents

A fortress for document security meets the peak of convenience. Store, organise, and share client documents without a second thought.

What Other Firms Have to Say

Managers who transformed their daily grind into a streamlined success with the technology powering Gainns Platform.

Frequently Asked Questions

What is a CRM?
How intuitive is Gainns for someone wary of complex tools?

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.

Undoubtedly. Our platform is an ecosystem encompassing comprehensive onboarding, insightful reporting, and vibrant client engagement—your all-in-one digital command center.

Diversity in practice deserves a flexible platform. Gainns’s customisable nature ensures it complements your style, empowering you to deliver financial advice your way.

We believe inthe capabilities of our platform, and we respect your need for flexibility. That’s why we welcome you with a 1-month complimentary trial. Immerse yourself, evaluate, and witness the transformation in your workflow.

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.

Ready to Become The Wealth Manager Your Clients Adore?