Digital Business Cards for Financial Planners
Plan futures with modern networking tools
Financial planners help clients achieve life goals. Digital cards with planning tools and educational resources demonstrate value before the first meeting.
The Problem with Traditional Methods
See how digital solutions solve common challenges
Traditional Problems
- Paper cards can't show planning capabilities
- No links to assessment tools
- Hard to share credentials
Digital Solutions
- Financial assessment tools - Prospects see your value
- Credential showcase - Build trust with certifications
- Educational resources - Demonstrate expertise
Why Financial Planners Choose Digital Cards
Instant Sharing
Share via QR code, NFC tap, or link - no app needed for recipients.
Always Current
Update your info once, everyone sees the latest version.
Track Engagement
Know who viewed your card and when.
Professional Image
Stand out with beautiful, modern card designs.
Features for Financial Planners
Choose from beautifully designed templates
Share instantly with any smartphone
Tap phones to share your card
Add your card to mobile wallets
Track views and engagement
Match your brand colors and style
Frequently Asked Questions
Do recipients need the app?
No! Your card opens in any web browser. Recipients don't need to download anything.
Can I update my card after sharing?
Yes! Updates are instant. Change your info anytime and everyone sees the new version.
Is there a free plan?
Yes! Create 1 free digital card with basic features. Upgrade to Pro for unlimited cards and advanced features.
Ready to Upgrade Your Networking?
Join thousands of financial planners who've made the switch to digital business cards.
