The Financial CRM and Client Portal
Starts from $59.00per month when Billed Yearly
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Elevate your financial management with Gainns, the ultimate Financial CRM and Client Portal solution. Say goodbye to scattered client data and manual processes as Gainns streamlines your client management in a centralized platform. From onboarding to reporting, Gainns offers a ... Read More
Starts from $59.00 when Billed Yearly
Yearly plans
Show all features
Starter
$59.00
per month
1 User
Unlimited Clients
Add User $49/month
Includes Manager CRM and Mobile App
Your Currency and Timezone
Add-ons and Integrations
All Security and Compliance features
Professional
$99.00
per month
1 User
Unlimited Clients
Add User $79/month
Everything from the Starter Plan plus
A Client/Investor Portal with Mobile App
Fully White-labeled and Branded Portals
Enterprise
Custom Users
Unlimited Clients
Bespoke Integrations
Integrations to own Custodians, Trading and Internal Systems
Bespoke Setup and Migrations
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Disclaimer: Pricing information for Gainns is provided by the software vendor or sourced from publicly accessible materials. Final cost negotiations and purchasing must be handled directly with the seller. For the latest information on pricing, visit website. Pricing information was last updated on .
Customer Service
Online
Location
London, United Kingdom
Elevate your financial management with Gainns, the ultimate Financial CRM and Client Portal solution. Say goodbye to scattered client data and manual processes as Gainns streamlines your client management in a centralized platform. From onboarding to reporting, Gainns offers a comprehensive suite of tools to boost your business growth and foster stronger client relationships. Simplify client onboarding with Gainns' efficient digital journey, reducing paperwork and automating data entry to accelerate the process. Seamlessly integrate your existing systems through APIs and app connections to create a unified client management hub, saving you time and effort. Gain valuable insights through robust analytics and intelligent reporting features to make informed decisions and optimize your strategy. With built-in communication tools, you can easily engage with clients and team members, fostering productive conversations and enhancing collaboration. Experience the convenience of secure cloud-based access to your files and the ability to work on-the-go. Gainns offers an intuitive interface designed for everyday use, making client management a breeze and ensuring that clients receive the care they deserve. Empower your team, enhance client relationships, and drive productivity with Gainns. Take advantage of its efficiency, engagement, and growth-oriented design to revolutionize your client acquisition and support processes. Don't miss out on the opportunity to transform your business - sign up now for a personalized demo of Gainns.
Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].
Researched by Rajat Gupta