Digital business cards for financial advisors
An Innovnet digital business card gives insurance and financial advisors a live profile to share by tap or QR in about 2.8 seconds, with registration lines you control and no invented performance claims.
What financial advisors need from a business card
Registration you can show
Type licence or registration lines into the profile. There is no separate compliance field.
No performance claims
Keep the profile to how to reach you, your firm, and links your compliance team allows. Do not invent returns or rankings.
Meeting link you already use
Paste a booking URL as a normal link. Innovnet does not schedule meetings.
Contacts into the CRM
On PRO, HubSpot contact export and Salesforce lead sync are one way, when a contact is saved.
Registration and advertising
Keep profile copy limited to contact details, firm name, and links your compliance team allows. Checked Oct 2026. This is not legal advice.
FSRA (Ontario insurance)
Insurance agents and adjusters in Ontario are regulated by FSRA.
Official pageOSC / CSA
Securities registration and advertising rules sit with provincial securities regulators and the CSA.
Official pageAMF (Quebec)
Quebec financial products and services fall under the Autorité des marchés financiers.
Official pageCIRO
Investment dealers and advisors may also follow CIRO rules. Confirm with your firm.
Official page
Privacy
Data is stored in the USA. Personal information is handled under the practices on the privacy policy, which notes that Canadian privacy law including PIPEDA can apply.
Workflow
- Prospect taps the card or scans the QR code.
- They can send details back or open a meeting link you already use.
- The contact is saved in Innovnet.
- On PRO, HubSpot contact export or Salesforce lead sync runs when that contact is saved.
Sample profile
Sample profile
Sam Okonkwo
Financial advisor · Example Wealth Inc. · Registration sample
Not a real person. No returns, rankings, or guarantees on this sample. Ask compliance before you publish.
Pricing for this industry
Individual
Basic $0 CAD. PRO $9.99 CAD a month or $99.99 CAD a year. Cards from CA$29.99.
Firm
Each seat is the PRO price. For 10 or more seats, ask for a quote on the teams page.
Questions
Can I put my licence number on the profile?
Yes, in the profile text you control. Confirm the exact wording with your compliance officer. This is not legal advice.
Can the profile show investment returns?
Do not publish performance claims on an Innovnet profile unless your compliance team has approved that exact wording. Innovnet does not supply performance data.
Which CRMs work?
PRO includes HubSpot contact export and Salesforce lead sync. Both are one way.
What does it cost for one advisor?
Basic is $0 CAD. PRO is $9.99 CAD a month or $99.99 CAD a year. Cards start at CA$29.99, with $10 CAD shipping in Canada.
Where is client data stored?
Data is stored in the USA. Read the privacy policy for collection and use. That page notes PIPEDA can apply and is not a certification.
Can a firm order for many advisors?
Yes. Each seat is the PRO price. For 10 or more seats, ask for a quote on the teams page.