Claim your organization's profile, control user access, setup sharing permissions, add institutional relationships and ensure compliance to communication polices.
Control over communication within your organization
Provision, manage, and invite members of your team
Compliance management and reporting on your users
"Gainfully’s turnkey capabilities enable our advisors to market their businesses efficiently so they can spend their time where it matters most—helping their clients work toward their financial goals."
More than 2,000 companies use Gainfully to engage their customers
Makes compliant social media sharing scalable for hundreds of advisors
Empowers its wholesaling teams to work with tens of thousands of agents and advisors
Patent pending. Gainfully® is a registered trademark of Gainfully, Inc.All other marks are the property of their respective owners. Gainfully is not a registered investment advisor, broker, or insurance representative.