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RIA Edge Austin
November 9-11, 2026
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gAIn360

Profile

gAIn360 is an AI-powered wealth management platform that helps advisors, wealth managers, family offices, and asset managers deliver more personalized client experiences while improving operational efficiency. Built with seamless Salesforce Financial Services Cloud integration, gAIn360 combines portfolio management, predictive analytics, client lifecycle management, and agentic AI in a single platform. Advisors can leverage real-time market insights, automated reporting, next-best-action recommendations, and AI-generated client communications to enhance productivity and strengthen client relationships. With advanced forecasting capabilities, portfolio monitoring, and a unified view of client and investment data, gAIn360 empowers firms to scale advice, streamline workflows, and make smarter decisions faster.