Advisor ID

Giving advisors, brokers, and agents control of their digital identity.

Advisor ID is the free identity card for the advisory, securities, and insurance industries. Automatically connected to the SEC, FINRA, and NAIC, it updates regulatory profiles in real time to make business easier and more secure than ever.

Features

Email clients

Sent personalized client emails and track engagement

Social media

Share resources to LinkedIn, Twitter, and Facebook pages

Single login

Access resources from all of your partners with one login

Instant network

View your network of products and service companies in one place

Chat and collaborate

Chat with your colleagues, partners, in real time

Compliant

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." 
More than 2,600 companies are engaging their customers and teams with Gainfully
Makes compliant social media sharing scalable for hundreds of advisors
Empowers its wholesaling teams to work with tens of thousands of agents and advisors