Present brings together the portfolio data you need to provide interactive and downloadable client presentations on the HUB24 platform, all with a few clicks. Advisers have said that Present allows them to:

• Save time preparing for client meetings, with some saving more than 3.5 hours per client.
• Build engagement and understanding by telling clients their investment story in a simple and compelling way.
• ​​​​Free up time to focus on issues beyond investments to create more meaningful relationships with clients.
• Help transform their client value proposition, and demonstrate the value of their advice through personalisation.