Gainns
- Features: Gainns helps you streamline the client onboarding process by collecting client information, e-signatures, and documents electronically.
- Price: Paid
- Category: Productivity
- Client onboarding: Gainns helps you streamline the client onboarding process by collecting client information, e-signatures, and documents electronically. Document management: Gainns provides a secure and centralized location for storing all your client documents. Secure communication: Gainns allows you to communicate with your clients securely through its built-in messaging system. Reporting: Gainns provides a variety of reports that you can use to track your progress and make informed decisions. Wealth management: Gainns provides features specifically for wealth management firms, such as portfolio management, performance reporting, and client goal tracking. Asset management: Gainns provides features specifically for asset management firms, such as account aggregation, performance reporting, and client reporting. Financial planning: Gainns provides features specifically for financial planning firms, such as retirement planning, estate planning, and education planning.
- Gainns provides a secure and centralized location for storing
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