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Designed for small to mid-market organizations. Gain is your partner in growth and stability.
Gain adapts to you, offering tailored solutions for your industry, growth stage, and goals.
Gain is more than just accounting software; it’s a comprehensive financial planning and performance management tool. We integrate data from your entire business ecosystem (accounts, marketing, HR, etc.) for a complete financial view, empowering you to make better decisions.
Your financial data is secure with us on AWS, encrypted (in transit and at rest, along with regular backups) for your peace of mind, always.
Experience Gain’s full potential with our 9-day, fully-loaded trial. No strings attached.
New to Gain? Transition smoothly with our dedicated support team. Get up and running in just 15 to 30 days. Fast, efficient, effective. Comprehensive support and training, complete with videos and guides, await all new Gain users.
One license, unlimited team members. Collaboration made easy with Gain.
Gain plays well with others. Easily import your financial data into Gain. We support various formats, including Excel. Check our integrations section for more.
Access Gain anytime, anywhere. Cloud-based on AWS with top-notch security and regular backups. All you need is an internet connection.
Cancel anytime with Gain. No extra charges, and your data remains accessible for export before final deletion.
Financial Planning Support
Yes! Are you halfway to retirement and need a solid plan? About to change jobs or have a pending marriage or divorce? Saving for a child’s education? We will build you a customized financial plan that will help you reach your goals and map out your financial future until age 95, and beyond.
Beratung Financial has been recognized six years in a row as one of the “Top 10 Financial Advisors in New York, ” beating out thousands of other wealth management firms. This award was bestowed upon us in recognition of our comprehensive approach to financial planning and our robust investing strategies. We are here to advise you on any aspect of your life that is touched by money. We consider all the topics outlined in the chart, below, to ensure that you have a secure financial future.
Your financial plan is a living, breathing document. For most of our clients, we update their financial plan each year.
Yes! Our interactive, easy-to-use software solution will allow you to stay on top of your finances as never before. You will be able to see all your bills and money at a glance on your custom Beratung Financial client dashboard. You can effortlessly track your spending and check your account balances in real time.
We’re committed to keeping your data secure, and use multiple safety measures, like secure encryption. We are serious about security, and work to keep your information protected.
To learn more about your Beratung Financial Client Dashboard: Click Here
Investment Management Support
As independent, fee-only, fiduciary advisors, we have access to thousands of investment solutions and can objectively choose the best investments to help you reach your goals. We partner with the top research firms to thoroughly vet every investment that we recommend for your portfolio. Beratun Financial also uses a disciplined process to add and remove investments from your portfolio, along with rebalancing the mix of stocks and bonds that is right for you. We structure portfolios for the long term, so that you can live your best life – now and in the future. The financial markets have been as unpredictable as ever, so you need a seasoned professional by your side who can build you a resilient portfolio that can adjust for the changing tides and protect your money. Beratung Financial is here for you!
Beratung Financial offers both financial planning and investment management. If you want only stand-alone financial planning, then we’re probably not the right fit.
In addition to the Certified Financial Planner™ designation, our advisors are also Certified Divorce Financial Analyst® professionals. A CDFA® is an expert on the financial facets of divorce and plays a critical role in making sure that you are financially secure during and after your divorce.
Getting Started
Finding a top wealth management firm to trust with your money and financial future is just as important as finding a good doctor. You want someone you can trust, who has your best interests at heart, and takes the time to get to know you. Let’s get started!
Please click on the link to our calendar or call our office at 292-3454-9008, and our team will set up your initial complimentary consultation. In this meeting, we will review your full financial picture, and evaluate if we are the best financial advisor for you.
You still have a question?
If you cannot find answer to your question in our FAQ, you can always contact us. We will answer to you shortly!
