Modernize your networking with digital business cards.

Digital business cards provide a modern, eco-friendly way to share contact information via QR codes. Enhance your networking and keep your CRM up-to-date with direct integration into our investor portal.

Schedule a demo

$831MM AUM

$370MM AUM

$450MM AUM

$1.4B AUM

$311MM AUM

$550MM AUM

$650MM AUM

$700MM AUM

$831MM AUM

$370MM AUM

$450MM AUM

$1.4B AUM

$311MM AUM

$550MM AUM

$650MM AUM

$700MM AUM

Your partner in investment management

Customizable and shareable directly on your device

Create a personalized digital business card that perfectly reflects your brand. Customize it with your logo and contact information, then share it via QR code from your phone, making connecting with new contacts both convenient and quick.

Native to Cash Flow Portal

Our digital business card solution integrates with the existing Cash Flow Portal workflow. As a native feature, it eliminates the need for third-party integrations, ensuring a smooth and consistent user experience while managing all your networking tools in one place.

Cash Flow Portal CRM integration

All shared contact information is automatically integrated into our CRM. This integration keeps your database up-to-date, organized, and readily accessible, allowing you to focus on relationship building and driving business growth.