Welcome to the Gainfully Help Center

We appreciate your commitment to leveraging Gainfully, a cutting-edge technology platform proudly owned by AcquireUp. At AcquireUp, we understand the significance of empowering financial advisors to share content compliantly across various social media channels and through diverse email marketing campaigns.

Our mission is to provide you with a seamless experience, ensuring you can navigate the platform effectively and harness its full potential. Below, you'll find comprehensive resources to enhance your proficiency with Gainfully:

Knowledge Base:

Explore our extensive library of articles, tutorials, and guides designed to address common queries and provide step-by-step instructions.

Video Tutorials:

Watch insightful video tutorials that walk you through key features and functionalities, allowing you to make the most of Gainfully's capabilities.

Frequently Asked Questions (FAQs):

Access a curated list of frequently asked questions, providing quick solutions to common issues.

Contact Support

Should you require personalized assistance, our dedicated support team is ready to help. Reach out to us by emailing [email protected], and we'll respond promptly to address your specific needs. You can expect an initial response within one business day.

Thank you for choosing Gainfully as your preferred tool for compliant content sharing. We are committed to your success, and our Help Center is designed to support you every step of the way.

What service do I have?

If you are a member of a larger broker dealer, and utilize Gainfully through your broker dealer, then you use our do it yourself service. If you utilize Gainfully through your firm, and have a dedicated account manager scheduling material on your behalf, then you use our done for you service, known as Nurture and Engage. If you're interested in this service, please fill out the contact form here or email [email protected] and a member of our team will reach out to you.

Why Gainfully?

Too many financial professionals lose opportunities because of inconsistent communication. In fact: 72% of clients reported leaving their previous advisor because of poor communication.*

*Source: Financial Advisor Magazine, 2013

When advisors communicate more personally or more often, clients say they are:

• 77% more confident
• 78% more likely to stay
• 81% more willing to refer

*Source: YCharts Client Communications Survey

Gainfully is designed to eliminate those communication gaps with time-saving tools and ready-to-use content that speaks directly to your clients and prospects.

What can you do with Gainfully?

With Gainfully, all US registered (FINRA/SEC/NAIC) financial services professionals have access to a consolidated library of digital resources that they can access, save, and distribute to clients and prospects compliantly. We have a laser-like focus on key markets and have a robust inbound funnel of interested organizations.

Your organization can use Gainfully to provide single sign-on (SSO) for your users, send out customized email campaigns, message users, and create and share content relevant to your industry via our social media integrations.

Marketing, selling, and supporting financial advisors, brokers, or agents is way too hard. We make it easy!