Send targeted messages at scale

Ditch old-fashioned email and deliver rich content to the right people at the right time.

Key Features

Send segmented messages to every agent and advisor

Compliance-enabled sharing of native resources

BrokerCheck and NIPR verification process

Build segments and target in-app users and email addresses

Filter on home office, affiliations, and other metadata

    Launch and market products

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

    Share resources across firms

    Send messages between firms to cooperate at the right time


    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 2,600 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