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Upload and host your important PDF documents directly on our servers. With ProfileMe, you can share brochures, presentations, contracts, and more, making them easily accessible to clients through your profile. Our secure hosting ensures your documents are always available and presented in a professional, organized manner.

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Customer Reviews

"ProfileMe transformed how I connect with clients. My profile is always available, leading to more referrals. It's professional, easy to use, and keeps me top of mind. Clients can save my profile to their phone’s home screen and reach out anytime. No more missed opportunities—ProfileMe keeps my business running 24/7. Plus, it’s proudly paperless!" It is by far one of my best investments I have made."
KOBUS KLEYN CFP®
KOBUS KLEYN CFP®
“ProfileMe has revolutionized how our agents connect with clients. We’ve saved time, improved first impressions, and seen conversion rates soar!”
Bridget Meyer
Bridget MeyerFine & Country
“Their solution for our web app has been exceptional, significantly enhancing the value we offer to our clients. Our value proposition is now more succinct and provides additional benefits at no extra cost to both our current and prospective clients”
Dez Tswaile
Dez TswaileEmphasis Wealth
“Working with ProfileMe has been seamless. The platform is user-friendly, making it easy for advisers to register, streamline business interactions, and connect with clients more efficiently. Its features, like video content and custom links, help advisers strengthen their brand presence within SFP.”
Dena Rossiter
Dena RossiterSuccession Financial Planning
"I just want to commend the ProfileMe team and their platform. I made some basic edits to the NVest Securities profile, and the process was incredibly simple and user-friendly!"
Tanya Correia
Tanya CorreiaNVest Secutities
“ProfileMe has empowered me to further engage with my audiences by giving super quick access & super stickability to my brand, my content & increased my connections in a BIG way!”
Nick Elston
Nick Elston
“Thank you so much for our awesome profiles. Our team enjoyed connecting with them at our convention”
Financial Planning Institute of SA
Financial Planning Institute of SA
ProfileMe - Your digital business card for smarter business information sharing.
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