Platform

Network infrastructure for organizations

Claim your organization's profile, control user access, setup sharing permissions, add institutional relationships and ensure compliance to communication polices.

Key Features

  • 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