← All plans

Starter

If this is you

You want great service, the AI bullsh*t taken off your desk, quality looking reports, and you're generating 25 or fewer documents a month.

What GILD does

Twenty-five reports a month, generated from your client data into five document types we build in your house style. The same dedicated consultant looks after the templates and the production. Same Gild stack as the larger tiers, sized for a measured commitment.

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.

Starter adds

  • 25 Report Generations / monthTwenty-five reports generated every month, across your firm.
  • Report Forge Documents ×5Five bespoke documents built from scratch around your firm.
  • Static Document ×1One standard pack, configured to your brand.

Bolt-ons

Take your estate to the next level. Layer any of these onto the Gild foundation, whenever you need them.

  • Document VaultClient-facing portal with DocuSign built in. £995 setup + £99/mo.
  • Bespoke WebsiteDesigned and built to match. From £2,495.
  • Hosting & ManagementWebsite hosted and kept current by GILD. £99/mo.
  • Your Own DomainWebsite, portal, email DNS on your firm's domain. £995 setup.
  • Extra Report Forge documentAdd a bespoke document type. £295 each, £995 for five.
  • Extra Static documentAdd another standard pack. £195 each, £595 for five.