Not slides. Two real, interconnected example firms you can click through - each with its own public site, client Document Vault, and full Annual Review, all on a single identity. Different brands, one engine. Request a code and walk them yourself.
Heritage wealth advice for the long view.
Modern, values-led sustainable planning.
A glimpse inside each world
A public site on your brand, built and hosted by Gild.
A secure client portal to read and e-sign documents.
A full report, generated and rendered in your brand.
One identity, applied across every surface.
These are examples of what Gild would build for your firm - not Gild's own site. Harbour Wealth and Forest Financial Planning are fictional firms used for the showcase; nothing shown is real client data or regulated advice.
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