Elevate your wealth and investment firm with a modern, secure Financial CRM seamlessly integrated with a beautifully simple Client Portal tailored for superior client experiences.

Centralise everything and efficiently manage client workflows and activities with a suite of tools to drive productivity, client engagement and business growth – all from one secure platform.

Streamline All Client Communications and Internal Workflow Processes in One Place

Centralise and Manage All Your Client Lifecycle Interactions.

Say goodbye to scattered client data. Centralise, segment, and smoothly navigate your client universe, freeing up time for what truly matters.

Stress-Free Onboarding So You Can Get to Business.

Sign new clients in half the time by eliminating daunting paperwork and manual data entry. Embrace the beauty of streamlined digital onboarding journey and leave first impressions that last.

Plan Precisely, Present Professionally.

No more guesswork. Unlock precision with robust financial planning tools and confidently share top-tier advice that resonates and earns.

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.

Reporting: Fast, Accurate, Impressive.

Shed hours off report creation. Use tailored templates, share insights effortlessly, and establish yourself as the go-to expert advisor.

Effortless Task Management.

Overcome the chaos of day-to-day operations with Gainns’ intuitive task and workflow tools. Prioritise your workload, streamline task execution, and never miss a deadline with our intuitive task management and notification systems.

Task Prioritisation and Alerts: Organise tasks by urgency, get reminders for important deadlines, and never miss a step in your process.
Workflow Checklists: Navigate your daily tasks with custom workflow checklists, making sure you adhere to compliance requirements and client needs seamlessly.
Comprehensive Client Management: From scheduling appointments to tracking important client review dates, handle all aspects of client management in one place.

Delight Every Client using a Branded Client Portal

Secure and Customisable Client Portal.

Transform how you engage with clients using a client portal. Provide a unique, interactive experience that enables clients to take control of their financial journey in a platform that reflects your firm’s branding.

Personalised Financial Snapshots: Offer clients a tailored view of their finances that align with your firm's branding.
Client-Directed Tools: Equip clients with tools for self-guided fact finds, KYC, risk assessment and financial planning, promoting proactive engagement.
Secure Document Handling: Facilitate the secure uploading, accessing, and e-signing of documents within a protected environment.
Engagement and Alerts: Maintain open lines of communication with secure messaging and automated alerts, ensuring clients are always up to date.

Make It Yours, But Keep It Tight.

Infuse every interaction with your unique brand essence. And do so with the confidence that industry-leading security is on your side.

Engage. Inform. Thrive.

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

What Users Have to Say About Us

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

"...actively developed with features that are genuinely useful to our business."

"...Hey great and useful update all, saves a lot of time. Please keep it coming."

"...The service we have received has been exceptional."

"...I only wish I had found your sooner!"

"...A breath of fresh air!"

Keep Clients Informed Easily.

Share a personal dashboard of important alerts, investment insights, and self-managed profiles with clients. The result? Better transparency and reduced admin burdens for you.

Reduce the Paperwork.

From an intuitive document management portal to encrypted chats and digital approvals, Gainns makes every interaction more efficient between you and your clients.

Make it Yours.

With protective features like 2FA and customisable displays, your branded client portal becomes a sanctuary of professionalism and care.

Frequently Asked Questions

Do my clients see any of your branding in the Client Portal?

The Client Portal is 100% white-labelled. You have full control to configure branding, themes, and content to align with your firm’s look and feel. Your clients will only see your branding. We provide a unique portal subdomain that can be button linked from your website. For a small monthly fee, we can also fully integrate the client portal directly into your main domain.

I already have a generic CRM. Why should I switch to Gainns?

Gainns is more than just a CRM; it’s tailor-made for financial services companies mainly wealth and investment professionals. With specialised practice management and financial planning tools, KYC questionnaires, risk profiling, and a portfolio dashboard, it streamlines your processes and enhances client engagement in ways generic CRMs can’t. Gainns also provides a Client/Investor Platform that links with the Practice Management CRM to exchange and engage with clients.

What are the benefits of using your Wealth and Investing CRM Platform?

Increased Client Loyalty: Our Client Portals coupled with our CRM can help you to build a relationship of trust with your clients, which can result in them being more loyal to you and your services. Increased Efficiency: Our CRM helps you to manage your clients more efficiently, reducing the time you spend on administrative tasks and retrieving information when you need it. Greater Transparency: Allows you to centralise and keep track of your clients’ activities, engagement and finances in a single location, providing you with greater transparency and insights.

Is it challenging to transition from another CRM to Gainns?

We’ve made the transition smooth with features like bulk client imports. Plus, our support team is always on standby to assist you every step of the way.

Data breaches are a concern. How does GAINNS ensure my client's data remains secure?

We share your concerns. That’s why Gainns employs industry-leading security measures, including encryption, two-factor authentication, and secure AWS Data Centers, ensuring robust protection for your client data.

Will my clients find it difficult to use the client portal?

The client portal is designed with user-friendliness in mind. Intuitive interfaces and clear instructions ensure that clients can easily navigate and utilise all available features.

I have a specific branding in place. Will using Gainns disrupt that?

Not at all! With Gainns, you can customise portals with your logo and color themes, even integrate it into your website. The platform is designed to amplify, not replace, your brand identity.

We serve forward-thinking firms

many clients replaced 2+ tools

Power At Your Fingertips

BUILDs trust & shows professionalism

Client Portal & Mobile App

auto-manage all in one place

Online Client Profiling

no re-keying, just click to view

Projects/Cases Planning

NEVER MISS A set REVIEW

Reviews and Reminders

organise and work smart

Document Management

JUST SET AND FORGET - we'LL REMIND YOU

Tasks and Follow-ups

CREATE & share at a click

Reports Management

eNJOY PRODUCTIVITY BLISS

Email Integrations and Notes

CREATE CLIENT CONVENIENCE

Online Questionnaires

All Messages in one secure place

Secure Messaging

digitalise your operations

Docusign (E-Sign) Integration

many more to try for yourself

KYC Checks & Much more...

Ready to Become The Professional Your Clients Adore?

If your days as a financial professional don’t become easier in 30 days of using Gainns, you don’t have to pay for it.

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