Video Tutorials

Account Delegation

With Account Delegation, advisors can delegate management of their Gainfully accounts to their support staff.

Uploading Client Lists

Lists allow you to save groups of client contacts. Client contacts are people who will receive content via email outside of the Gainfully platform. You can create multiple lists including people from your existing contacts.

Sending Email Campaigns

Campaigns enable users to communicate with their clients through email. These campaigns are intended to reach an audience outside the Gainfully platform.