VisiPass for Financial Advisors
The Digital Business Card for Financial Advisors
Your credibility is everything. VisiPass puts your card in every client's Google Wallet and updates your credentials everywhere the moment your licenses or firm change.
Create free cardWhy VisiPass for Financial Advisors
Compliance-safe card updates — everywhere at once
Changed your license, designation, or firm? Update once in VisiPass and every client who saved your card sees your current credentials automatically. No recall risk, no stale information in the wild.
Referral networking — always on your best behalf
Every new contact you meet — at a conference, at a charity event, at a referral lunch — lands your up-to-date card and credentials in their Google Wallet automatically.
Swiss GDPR hosting — compliance built in
Client contact data is hosted in Switzerland with full GDPR compliance. For financial advisors handling sensitive client relationships, data security and regulatory compliance are non-negotiable.
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Google Wallet
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NFC sharing
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Live updates
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GDPR compliant
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Free to start
Frequently asked questions
Is VisiPass GDPR compliant for use with client data?
Yes — VisiPass hosts data in Switzerland (Supabase eu-central-2, Zurich — GDPR adequacy decision under Art. 45) and follows DSGVO Article 13 requirements. Client contact data is handled securely — all processors are disclosed in our privacy policy.
Can VisiPass sync with my CRM or financial planning software?
VisiPass integrates with major CRMs. Every new contact scanned flows automatically into your pipeline — no manual entry, no dropped leads from networking events.
What happens to my card when my credentials or licenses change?
Update your card once in VisiPass and every saved copy — in Google Wallet, contacts, or email signatures — reflects the change instantly. No need to reprint or reshare.