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All In

If this is you

You want great service, the AI bullsh*t taken off your desk, quality looking reports, and every Gild artefact under one bill: reports, vault, website, your own domain.

What GILD does

Three hundred reports a month. Fifteen bespoke document types. Five static packs. Client Document Vault. A new firm website designed and built around your brand, hosted on your own domain. Same consultant from kick-off through go-live and on. Everything Gild does, for one firm, on one bill.

In every tier

  • Brand Set UpYour house style designed once and carried across everything.
  • Unlimited SeatsEvery adviser and staff member included, no per-seat fees.
  • Report ForgeThe platform your reports are built, formatted and deployed in.
  • StrongroomYour firm's secure store, every document held, versioned and searchable.
  • Dedicated SubdomainYour portal and reports hosted at your own GILD subdomain.
  • Dedicated ConsultantA named GILD lead, not a ticket queue.

All In adds

  • 300 Report Generations / monthThree hundred reports generated every month, across your firm.
  • Report Forge Documents ×15An expanded suite, room to cover every advice type your firm runs.
  • Static Documents ×5Five standard packs, configured to your brand.
  • Direct Chat ChannelA live message thread with your consultant, inside the adviser app.
  • Document VaultClient-facing portal for viewing and signing, DocuSign built in.
  • Bespoke Firm WebsiteDesigned and built to match your portal and document branding.
  • Website Hosting & ManagementHosted, maintained and kept current by GILD.
  • Your Own DomainWebsite and portal served from your firm's own domain.