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AI–POWERED
WEALTH
MANAGEMENT

A wealth management technology ecosystem that unifies client data and empowers agentic AI agents to complete compliance tasks and enhance client service while growing your business

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ONE ECOSYSTEM TO
INCREASE ADVISOR
PRODUCTIVITY

Transform advisor workflows with an AI-powered platform that connects systems, simplifies operations, and creates more time for high-value activities. Equip advisors with AI-driven insights and automated workflows integrated with existing systems to reduce administration and increase time for client relationships.

  • 01

    CRM & Client Portal

    Centralize client information, activities and interactions in a single view, and leverage Salesforce capabilities to deliver more personalized relationship.

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  • 02

    Portfolio Insights & Reporting

    Manage and monitor portfolios, performance, and financial information in a single integrated environment.

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  • 03

    AI Agents & Automation

    Extend your CRM and Portfolio Management System with AI agents that automate tasks and identify opportunities for next best actions

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OPTIMIZE YOUR FINANCIAL OPERATIONS WITH GAIN360 SERVICES

Support growth, efficiency, and client service with expert services that help you deploy and operationalize AI across your wealth management business.

Save Time

Reduce administrative burden through intelligent workflow automation.

Unlock Intelligence

Surface actionable insights that support better advisor decisions.

Enhance Experiences

Create better outcomes for advisors, support teams, and clients.

System Integration

Integrate gAIn360 with your existing technology stack and data sources.

AI Integrations into your Workflows

Introduce AI agents and automation directly on top of your existing systems and workflows.

WHO WE
SERVE

Technology and AI for organizations managing complex wealth, clients, and portfolios.

our customers

Leading financial institutions and investment firms we support

  • Osiris Asset Management AG

    Osiris Asset Management AG is an independent asset and wealth manager based in Vaduz, specialising in fund management.

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  • Amana Investment Fund

    Amana Investment Fund is a Luxembourg private equity fund investing in innovative small and mid-sized companies with strong growth potential.

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  • MiT Sim S.p.A.

    MiT Sim S.p.A. is an Italian investment firm providing market making, brokerage and advisory services for small-cap companies and institutional clients.

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  • Aurum Trust & Finance SA

    Aurum Trust & Finance SA is a Lugano-based multi-family office offering wealth management, estate planning and international fiduciary services.

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  • 4AIM SICAF S.p.A.

    4AIM SICAF S.p.A. is an investment company focused on Italian SMEs listed on Euronext Growth Milan, offering structured access to growth-stage opportunities.

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