DigitalQRCardUpdate your disclosures the moment they change
FINRA and SEC compliance text changes. Your title changes. Your firm name changes. Paper cards don't keep up. A digital card means one edit on your dashboard reaches every prospect you've ever shared with.
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How this works for you
Compliance text on every share
Your CRD number, firm name, registered states, and any required disclosure live in dedicated fields on your card. When compliance updates the language, you change it once and every card already in the wild reflects the new copy.
Show your services without a clutter
Wealth management, retirement planning, tax-advantaged strategies, estate planning. Each as a tappable section on your card instead of cramming them onto a paper rectangle. Prospects scan once, see what you actually do.
Same number when you switch firms
Advisors change firms. The contact info on every card you've handed out updates in your dashboard, so clients who scanned a year ago still reach the current you.
Common questions
Will my compliance department approve a digital business card?
Most firms allow them as long as the required disclosures are visible. Show your compliance officer the card before deployment and confirm. The dashboard lets you reach 100% disclosure visibility on every share.
Can I add my Form ADV link or my firm's required filing disclosures?
Yes. The 'featured links' section accepts any URL. Most advisors put their Form ADV PDF, their firm's Customer Relationship Summary, and BrokerCheck.
What about FINRA-required language on social media-style profiles?
Your card includes a free-text disclosures field that displays on every share. Put the required FINRA-mandated language there once.
Is this RIA-friendly or only for broker-dealers?
Both. Same card structure, different fields you populate. RIAs put their state registrations; broker-dealers put their FINRA member info.
What happens when I move from one firm to another?
Update firm name and disclosures in the dashboard. Every card already handed out shows the new firm. You keep the URL, you keep your scan analytics, you don't reprint anything.
Related reading
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