← All plans

Professional

If this is you

You want great service, the AI bullsh*t taken off your desk, quality looking reports, and you're generating 25-100 documents a month.

What GILD does

One hundred reports a month, generated into five base document types built in your house style. A live chat line into your named consultant for quick questions and faster proof turnaround.

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.

Professional adds

  • 100 Report Generations / monthOne hundred reports generated every month, across your firm.
  • Report Forge Documents ×5Five bespoke documents built around your firm. Add more from £295 each.
  • Static Document ×1One standard pack, configured to your brand.
  • Direct Chat ChannelA live message thread with your consultant, inside the adviser app.

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.