The relationship builder
How It Works
For Wealth Managers
Send Handwritten Cards
Remember important dates & details.
Close the loop with personal gifts & cards.
All in one place.
Use our CSV upload or sync to any leading CRM or HR platform to add your contacts seamlessly.
Pull your contacts' information in from your CRM,
their social media profiles, or send individual surveys.
Every detail you need, at your fingertips.
Never again send a bottle of champagne to someone who doesn't drink! Our AI-powered platform curates the best gifts for each person.
Never miss another birthday. We'll notify you with enough time to take real action, not just send a text.
Our values-based marketplace makes it easy to send something that's guaranteed to make their day.
No need to send gifts one by one!
Schedule gifts in advance for the quarter, or send bulk gifts to everyone on your team.
It's totally up to you.
Put your company logo on items your
team will actually love and use.
Send everything from Present's