Presence

Compliant conversations anywhere

Enable communications across multiple channels seamlessly and leverage a variety of Distribution End-Points including; Email, Social Media, Direct Messaging, Direct Mail & Chat.

Features

Social media

Share resources to LinkedIn, Twitter, and Facebook pages

Email clients

Sent personalized client emails and track engagement

Compliant

Your home office RIA, broker-dealer, or employer rules are automatically applied

Event tracking

Track any action your customers do and don’t take on your 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