The relationship builder
How It Works
For Wealth Managers
Send Handwritten Cards
We remove the admin work in building strong client relationships.
We know your clients are important to you. Make sure *they* know it too! Let Present help you recognize every important milestone.
Present saves you 20+ hours of admin work per month, so you and your team can focus on meaningful work and in-person relationship building.
Sending a physical card is a great way to stay top of mind (and within budget). We offer high quality greeting cards for every occasion.
It's your message! We just write it, stamp it, and mail it for you.
Never again send a bottle of champagne to someone who doesn't drink! Our AI-powered platform curates the best gifts for each client, taking into account FINRA guidelines and company policies.
Get your clients added in seconds with our white glove service. You'll have a direct line to our account rep team to assist on all your client management needs.
Schedule your client gifts for the whole year in only 10 minutes. Or send a bulk order of holiday cards!
Check out our multiple options to streamline your process and save time.
We can personalize cards and gifts with your company logo or your client's name.