Welcome to Engage, the new home for Present
Creating compelling client reports and presentations just got easier.
You now have access to HUB24’s new go-to for client meeting prep and reporting.
When we launched Present in 2022, advisers called it a game changer; transforming portfolio data into real-time, interactive visuals that bring the investment story to life.
The result? Advisers saved hours preparing for meetings and deepened clients’ trust, paving the way for meaningful conversations.
Now, Engage – the new home of Present – takes it further.
What is Engage?
Engage is a new market-leading reporting capability, which opens in a separate browser tab directly from AdviserHUB.
Launching Engage takes you straight to the new version of Present for the client accounts you selected. From here, you’ll discover powerful new features to tailor and streamline reporting and presentations.
What’s new?
Based on over 500 feedback contributions, these enhancements are designed to make your life easier and create a more engaging client experience — tailored to your brand.
Start with a standard template and choose to show or hide content based on what’s relevant for your clients, or copy a template to customise and share with your team.
Group investments as you like (including by asset class), select and re-order columns, break down managed portfolios (or not), and even select your preferred decimal place setting.
Change page titles, insert images, choose whether to aggregate asset transfers – those are just a few examples. Every page has its own customisation options.
Keep settings for each client exactly as they were in your last meeting, driving workflow efficiencies.
Insert market commentary, personalised messaging and paste screenshots directly into your templates.
Team Admins can now manage team-level settings from the new Organise menu — upload brand logos, choose colours and maintain a shared image library. Here, you’ll also find the ability to customise asset categories (a key feature in the original Present).
What’s staying the same?
We’re keeping everything you already love about Present that made it such a ‘game changer’ for advisers, clients and advice businesses. These features have been updated with your input.
With a push of a button, consolidate the portfolio data for your selected accounts, and instantly create an interactive presentation to help you tell the investment story.
Access the same templates you love today, with a fresh design, added sections for commentary and the new ‘Portfolio valuation’ page. Current templates are available under Global Templates in the left-hand menu.
Click into charts and tables to view underlying data — perfect for answering questions on the spot or quickly verifying the numbers before a meeting.
This works just as before, with your customisations still flowing through. The only difference is that you can now manage this data in Engage via the Organise menu. Rename asset classes, create bucket categories, set the display order and reclassify individual assets (e.g. you can classify hybrids as ‘fixed interest’, ‘equities’ or a mix of both) to match your firm’s view.
Ready to get started?
From the Portfolio dashboard, click ‘Take me to Engage’ — you’ll land in the new Present for your selected account group.
We’d love to hear from you.
This is your chance to try the new Present in Engage and provide feedback before we say goodbye to the current version of Present.
To share your feedback, click on the icon that appears next to your name at the top-right of Engage.