Share your QR code. Capture client needs. Close faster. The all-in-one digital platform that turns every introduction into a relationship.
Three simple steps to modernize how you connect with prospects and manage client relationships.
Sign up, add your details and company logo. Your personalized digital card is ready instantly.
Show your unique QR code at meetings, events, or anywhere you connect. One scan saves your contact.
Prospects complete needs analysis and sign disclosures right from your page. You see it all on your dashboard.
Built specifically for financial advisors who want to make lasting first impressions.
Every advisor gets a personalized QR code. Prospects scan with their camera — no app download required.
Your profile lives at adwizor.ca/your-name. Clients save your vCard to their phone contacts with one tap.
Capture financial goals, insurance gaps, and investment interests before your first meeting even begins.
Clients review and sign disclosure agreements directly on your page. Paperless, professional, and compliant.
Track every lead in one place. See who saved your card, completed analyses, and signed disclosures.
Download all client data, notes, and analysis results as Excel reports. Your pipeline, always portable.
Modern advisors don't carry cards. They carry Adwizor. Join the platform that turns every introduction into an opportunity.