What a CompanyCard looks like
Three example cards made with CompanyCard (the people and companies are demo examples). Each one opens from a link or QR code, and the reader saves the contact with one tap — no app needed.
Most advisors grow through introductions — a client, an accountant or a friend passing your name on. Give them one card they can forward, that saves you in a tap and stays current when your firm or details change.
Three example cards made with CompanyCard (the people and companies are demo examples). Each one opens from a link or QR code, and the reader saves the contact with one tap — no app needed.
An independent financial advisor's next client usually arrives through someone else: a happy client who mentions you to a colleague, an accountant or solicitor who refers a client, a friend who passes your name on at a dinner. Each of those introductions starts with your contact details being handed on by a person who is not you.
Paper does that job badly. The card a client took at their first meeting is in a drawer two years later, and the referral partner who promised to pass your details on has to dig out an old email. A link they can forward in a message, or a QR code that saves you into contacts in one tap, travels with the introduction.
Advisors' details also change: you move to a new network or firm, add a qualification, change your booking link or the areas you focus on. A printed card is wrong the day that happens. A live card is edited once, and every link and QR code you have already shared shows the new details.
| Where it is seen | How it is shared | What the other person needs first |
|---|---|---|
| A client recommends you to a friend | The card link, forwarded by message | Who you help and a way to book a first call |
| An accountant or solicitor refers a client | The card link in their email to the client | Your firm, qualifications and direct number |
| First meeting or annual review | QR code on your phone, saved in one tap | Your direct number in their contacts for next time |
| Seminar, workshop or networking event | QR code on a slide, a badge or a table card | Save you in one tap without queuing for a card |
| Emails to clients and prospects | Link or QR in the email signature | Your booking link and website, one click away |
Every row opens the same live card, so one edit reaches all of them.
An independent advisor can start on the free plan: one card with a QR code and sharing link, profile, links and socials, and an Apple or Google Wallet pass, with no credit card. The free card carries a small CompanyCard credit.
Pro is for when the card should collect as well as share: lead capture, so a referred prospect can send their details back from your card, analytics on views and saves, unlimited links and files, custom branding and themes, and no credit. A practice can put every advisor on the same branded card on the Business plan, which has no seat minimum and adds central admin, brand and template lock and CRM sync. See pricing for the current rates.
Who you help and what you help them with, your firm name and logo or your own name if you are independent, your qualifications and any details your firm or compliance reviewer asks you to show, a booking link for an introductory meeting, a direct number and email, and a link to your LinkedIn profile and website.
No. CompanyCard is the card and the sharing; it does not review what you write. Treat the card like the rest of your marketing and have its wording approved by whoever reviews your materials. Because the card is live, a change they ask for is one edit, and every link and QR code you have already shared shows it.
A client or referral partner can forward your card link in a message or an email, and the person they introduce opens it in any browser and saves you to their contacts in one tap. On Pro, lead capture lets that person send their own name and details back from your card.
No. The card opens in any browser from a QR code or a link, and saving you to their contacts is one tap. Only you need an account.
Yes. The free plan includes one digital business card, a QR code and sharing link, your profile, links and socials, an Apple and Google Wallet pass, and unlimited updates — free forever, no credit card. Free cards carry a small CompanyCard credit; removing it is part of Pro. Lead capture, analytics, custom branding and unlimited links and files are part of Pro.
Free forever, no credit card, and the link keeps working when your details change.