MAKE THE MOST

OF YOUR DATA

Transform CRM, client, portfolio, and market data into intelligence your teams can act on.

ADVANCED FINANCIAL FORECASTING POWERED BY AI AND MACHINE LEARNING

gAIn360 analyzes market data and predictive signals across multiple time horizons, helping advisors identify trends, compare opportunities, and support investment decisions with greater confidence.

FLEXIBLE DEPLOYMENT, BUILT AROUND YOUR TECHNOLOGY STACK

Extend Salesforce, build a new CRM and AI foundation, or activate selected capabilities through targeted integrations. gAIn360 starts from your current environment and keeps client, portfolio, and intelligence data connected.

REAL-TIME PORTFOLIO MONITORING, CONTINUOUSLY EVOLVING

Bring positions, performance, risk, and market signals into a unified view. Continuous monitoring and automated reporting help teams act faster while keeping CRM and portfolio data aligned.

BENEFITS

More productive advisors, more personalized client relationships, and greater control over operations and compliance.

Automated meeting preparation

AI-generated briefs bring together client context, portfolio data, recent interactions, market signals, and suggested conversation topics.

Cross-sell intelligence

Client profiles, portfolio data, and predictive signals work together to surface relevant opportunities and identify the right time to act.

Advisor prioritization

Rank clients and opportunities by value, risk, and engagement signals, helping advisors understand where their attention matters most.

Proactive retention

Identify early signs of disengagement or relationship risk and support timely, personalized outreach before opportunities are lost.

CHOOSE YOUR

MODEL

Start from your current environment. Choose the path that addresses your priorities and delivers value faster, with a solution designed to evolve alongside your technology and business.