From the founder of WealthSpace · Limited to 100 firms only
★TechCatWalk Finalist 2025
★FinTech of the Year Shortlist 2025
★WealthTech100 Nominee 2026
From the Founder
“Advisers don't want another platform to learn. They want someone they trust to handle it, the same way their clients trust them to handle their money.”
The Team
A Managed Service
AI is transforming financial services administration. The firms that move now will save hundreds of hours a year on documentation alone. But you've heard that before.
We've learned that delivering on AI's promise takes a human. Off the shelf doesn't cut it. Your job is giving advice. Ours is making the technology work.
No trialling five AI tools
We’re the experts. You get the output.
No security risks from DIY
Enterprise infrastructure, built for regulation
No off-the-shelf compromises
Bespoke to your firm, from people who’ve built the shelf
Your time is worth more than learning another tool. Let us handle the technology. You handle your clients.
Report Forge works with your data however you provide it. We integrate with your existing systems where we can, but you can also upload data directly - CSV, PDF, or manual entry. No integration required to get started.
We endeavour to integrate with your existing systems where possible. Your data stays where it is. We read from it.
No integration needed. Upload your data directly and Report Forge does the rest. Quick, easy, and painless.
Provide your data however suits your firm. We'll make it work.
Once your templates are approved and built in, Report Forge generates bespoke reports from live client data - on demand, in under 90 seconds.
A hosted portal on your domain - your logo, your colours, your firm throughout. Reports generated by Forge are posted directly to your portal. Clients review, read, and sign via integrated DocuSign.
Direct chat, a phone number, and meeting bookings - all from your dashboard. We become part of your operation.
We design and build a website that matches your portal and document branding. Your clients see one consistent firm - across every touchpoint. Hosting, updates, and content managed for you.
You don't need to understand any of this - we take care of it. But you should know that the infrastructure behind Gild is not the same as bringing in your own AI on the side. This is enterprise-grade, purpose-built for regulated firms.
Pricing
Your documentation, your portal, your consultant - for less than the cost of a single hire.
Annual licences & enterprise pricing discussed in your demonstration.
Limited to 100 Firms
We onboard in cohorts. Each firm gets a full managed onboarding with your templates, data sources, and portal configured by us before you go live.
Register your interest and we'll be in touch to discuss your place in the next available cohort.
