Presence

Compliant communications everywhere

Enable communications across multiple channels seamlessly and leverage a variety of Distribution End-Points including; Email, Social Media, Direct Messaging, Direct Mail & Chat.

Key Features

  • Publish your product and marketing resources
  • Curate content to share and represent your brand
  • Control the audience for your content
  • Connect with unlimited numbers of professionals

Launch and market financial products

Deliver your message, sales and marketing materials, and actionable resources with unparalleled insight into your distributors.

Platform

Messages

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Collaborate with centralized messaging

Compliance-controlled chat that makes realtime communications a reality for every broker-dealer, RIA, and insurance agency.

Platform

Presence

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Presence powers these use cases

Gainfully is a suite of 5 powerful products that work seamlessly together to power advisory experience.

"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