The missing communications toolkit for advisor networks.
We make it easy to deliver value to advisors every day.
Publish your resources
Build custom content experiences with no software
Deliver targeted messages
Go beyond email and deliver a persistent history of information and resources for advisors
Enforce communication compliance
Modern communications for advisors with FINRA, SEC compliance
Aggregate partner resources
Access your partner firms' resources or leverage network architecture
Gainfully brings LPL and partner content for compliant sharing by every advisor.
Gainfully enables Stifel advisors to instantly share resources with clients across channels
"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