Adwizor

Adwizor is the all-in-one client engagement platform built specifically for financial advisors. Stop handing out paper cards that end up in the trash — go digital, go smart, go Adwizor. GET SET UP IN UNDER 2 MINUTES Create your professional profile, upload your logo, and your personalized digital business card is ready to share. No design skills needed. No complicated setup. Just sign up, customize, and go. ONE SCAN. INSTANT CONNECTION. Every advisor gets a unique QR code linked to their personal Adwizor page. Show it at networking events, client meetings, or conferences. Prospects scan it with their phone camera — no app download required — and instantly save your contact details. A BUSINESS CARD THAT WORKS AFTER YOU LEAVE Your Adwizor page lives at adwizor.ca/your-name. When a prospect scans your QR code, they can save your vCard directly to their phone contacts. Your name, number, email, and company — always in their pocket, never in the trash. KNOW WHAT YOUR CLIENTS NEED After saving your contact, prospects can complete a quick needs analysis right from your Adwizor page. Capture their financial goals, insurance needs, investment interests, and more — before your first official meeting even begins. DIGITAL DISCLOSURE SIGNING Clients can review and sign disclosure agreements directly through your Adwizor page. Paperless & Professional. Every signature is securely stored and accessible from your dashboard. YOUR CLIENT PIPELINE IN ONE PLACE Track every lead from your Adwizor dashboard. See who saved your card, who completed a needs analysis, and who signed disclosures. Add private notes to any client. Download client data as Excel reports. Follow up with confidence. BUILT FOR ADVISORS WHO MEAN BUSINESS Whether you are an independent advisor, part of a brokerage, or building your book from scratch — Adwizor gives you the modern tools to make a lasting first impression and turn introductions into relationships. KEY FEATURES • Personalized QR code for instant contact sharing • Custom digital business card at adwizor.ca/your-name • One-tap vCard save for prospects • Built-in client needs analysis forms • Digital disclosure signing • Real-time client dashboard • Private client notes • Excel data export • Professional advisor profile with logo Start making every introduction count. Download Adwizor today.