A LITTLE THOUGHT. A LASTING THANK-YOU.
Design your
gifting plan.
Curate the gifts. Match the people.
Give your advisor one clear plan to review.
Saved only in this browser. Use fictional clients in this preview.
YOUR SHORTLIST
Fewer choices.
More personal.
Add the gifts you like. You can decide who gets what next.
A few holiday favorites to get you started
THE RIGHT GIFT. THE RIGHT PERSON.
Make every match count.
Select a few clients, choose a gift from your shortlist, and apply it to everyone selected.
Excel or CSV, up to 500 clients. Names and delivery addresses only.
Excel templateMatch your spreadsheet columns
Your existing list stays intact until you apply these column matches.
READY FOR A SECOND SET OF EYES
Make the yes easy.
Give your advisor the gift mix, estimated cost and personal touches in one clear review packet.
ADVISOR DECISION
Review together on this computer.
Use this local view when you and your advisor are at the same computer. Use the protected link above to share across computers.
Preview decisions are saved in this browser only.
One plan. Easy to share.
The PDF includes gift photos, quantities, proposed costs, messages and a client-by-client appendix.
For review only. Advisor approval, firm approval, final pricing and delivery verification remain separate. Nothing is emailed or ordered here.Your editable draft stays in this browser. Creating a review link shares an encrypted copy without delivery addresses. Clearing site data or ending private browsing can remove drafts. Use fictional client details.