Sent personalized client emails and track engagement
Share resources to LinkedIn, Twitter, and Facebook pages
Access resources from all of your partners with one login
View your network of products and service companies in one place
Chat with your colleagues, partners, in real time
Your home office RIA, broker-dealer, or employer rules are automatically applied
"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."