Platform

Network infrastructure for organizations

Control authorized users, features, compliance policies, and institutional relationships with ease.

Key Features

User management and permissions

Compliance management including audit logs

User import and enterprise CRM synchronization

Authentication and SAML SSO integration

    Flexible communication compliance

    Revolutionize the opportunities for your team to reach clients and partners using a suite of communication and collaboration tools

    Platform

    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