Advisor

One account to connect your world

Claim your professional identify and automatically connect to the firms you work with in one place. Completely free for every financial, planning, and insurance professional.

Key Features

Control the audience

Gainfully network

Publish your product and marketing resources

Publish your product and marketing resources

Retail SMS

    Retail social sales

    Empower teams to compliantly share online across every major social channel using your own, third party, or curated resources

    Collaborate with teammates

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

    Advisor

    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