Present

Save time & send perfect client gifts

Present helps financial advisors build the strong client relationships they need to retain and convert a growing book of business. Our AI-based platform ensures that you remember every important client milestone & detail, and helps you send a handwritten card or the perfect gift at just the right moment, in seconds. We're FINRA compliant, low-lift, and saving our current customers over 10 hours/month.

Benefits

FPA members can save 25% on an annual subscription to Present, which allows you to:

●       Schedule gifts for the next year in 5 minutes

●       Send handwritten cards

●       Get notified about important client moments (birthdays! client anniversaries!)

●       Keep relevant information at your fingertips (kids’ names, dietary preferences, etc)

●       Get access to a curated marketplace of elevated gifts and send in seconds