Platform

Magically manage your institution's intermediary relationships

Platform is the free, turnkey tool to know your customers, segment them, and begin building personalized experiences at scale without an expensive marketing stack.

Features

Manage users

Import and manage your employees, contractors, or other representatives for compliance

Control compliance

Enable sharing tools, content filters, and journaling for record keeping

Reporting

Run and export detailed reports on every user event across all products

Enterprise

Support for LDAP, Active Directory, SSO with SOC2 certification

"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