Digital Business Cards for Wealth Advisors
Advise on wealth while building your own network
Wealth advisors provide holistic financial planning for affluent clients. Digital cards with fiduciary credentials, planning tools, and client portal access build trust with discerning prospects.
The Problem with Traditional Methods
See how digital solutions solve common challenges
Traditional Problems
- Fiduciary status hard to convey on paper
- No links to planning tools or calculators
- Can't share client testimonials on cards
Digital Solutions
- Fiduciary credential display - Build trust as fee-only advisor
- Planning tool links - Prospects experience your value
- Client portal access - Seamless onboarding for new clients
Why Wealth Advisors 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 Wealth Advisors
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 wealth advisors who've made the switch to digital business cards.
