Digital Business Cards for Wealth Managers
Build trust with high-net-worth clients
Wealth managers serve discerning clients who expect digital sophistication. A polished digital card with portfolio insights conveys professionalism.
The Problem with Traditional Methods
See how digital solutions solve common challenges
Traditional Problems
- Paper cards don't convey digital competence
- Can't share portfolio performance
- No way to link investment resources
Digital Solutions
- Portfolio insights link - Demonstrate investment expertise
- Client portal access - Seamless onboarding
- Credential display - Build trust instantly
Why Wealth Managers 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 Managers
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 managers who've made the switch to digital business cards.
