01
Painful Onboarding
KYC, documents, suitability, and reviews still move through manual follow-up.
Gilt OS
The operating systemfor wealth teams.
Automate onboarding, unify portfolio context, and surface advisor actions from one operating layer.
Asset managers · Advisors · Family offices · GCC-ready
Gilt OS / Advisor Book
Aggregate Managed Book
$48,591,274
▲ +3.8% QTD
KYC in progress
4 / 10
Renewals due
2
Reports ready
7
Holding split100%
Equities
45%
Fixed Inc
30%
Alts
15%
Cash
10%
KYC Pipeline4 / 10
New
Docs
Screen
Review
Done
✦ Market intelligence
2 flagged
A new SGD bond launched in Singapore. Two eligible client portfolios were flagged for advisor review.
The problem
Your most valuable asset is trapped in manual admin.
The real work is buried across portals, spreadsheets, CRMs, inboxes, and advisor memory.
02
Fragmented Reporting
Accounts, custodians, asset classes, and notes live in separate places.
03
Unscalable Insights
Alerts and commentary take hours when clients expect answers now.
Product
Solve your most expensive bottlenecks first.
Gilt starts with the workflows wealth teams need now, then expands from the same operating layer.
Available now
Intelligent Onboarding
Client intake, document review, and compliance workflows in one guided portal.
- ✓ Branded intake
- ✓ Review queues
- ✓ Audit trail
Onboarding / Al-Farsi
73%
Invite sentDone
ID verifiedDone
Suitability completeDone
Source-of-wealthReview
AMCOFA
Available now
Portfolio Intelligence
Aggregate portfolios, flag exceptions, and prepare advisor-ready context.
- ✓ Multi-custodian views
- ✓ Risk and exposure flags
- ✓ Commentary drafts
Portfolio / Exceptions
$48.6M
Flags
9
Reviewed
6
Pending
3
Cash over target2 clients
Concentration risk3 holdings
Renewals due2 accounts
SGD bond match2 portfolios
Roadmap / Q2↗
Market Intelligence
Signals mapped to each client’s holdings.
Roadmap / Q2!
Proactive Alerts
Risk and opportunity alerts before clients ask.
Roadmap / Q3AI
AI Research Copilot
Briefs, summaries, and macro analysis.
Roadmap / Q3↔
Frictionless Sharing
Formatted updates for clients and teams.
Product shelf
Unlock products advisors actually want to sell.
Structured products and bonds are high-value conversations. Sourcing terms, comparing payoffs, and packaging the pitch should not live across calls, PDFs, and inboxes.
From sourcing to pitch
Turn issuer inventory into client conversations.
Gilt can help advisors spot suitable opportunities, explain tradeoffs, and move faster when product terms are time-sensitive.
Structured Product Desk
Client match
ProductIssuerTermsMatch
FCNIssuer AIndicative coupon3 matches
CLNIssuer BCredit-linkedReview
Protected NoteIssuer CDownside buffer2 matches
SGD BondIssuer DNew issue4 matches
Pitch prompt
“The client has excess cash, moderate risk tolerance, and prior SGD exposure. Prepare a defined-outcome note explaining the issuer risk and disclosing the capped upside.”
Source issuer terms
Capture coupons, barriers, protection levels, tenors, and availability without chasing excels.
Compare payoff profiles
Explain capped upside, principal protection, autocall features, credit exposure, and downside scenarios.
Generate client pitches
Match suitable clients and turn product terms into advisor-ready narratives.
Security posture
Enterprise controls for sensitive portfolio data.
Built for permissioned access, auditability, and sensitive portfolio data.
Role-based access
Audit trail
AI data governance
Data residency planning
Design partner program
Become a founding design partner.
Join a small cohort shaping Gilt before broad release. Design partners get free access to the features they help define.
01
Map your workflow
02
Deploy available modules
03
Shape the roadmap
Limited · 6 design partner slots · Free feature access · 2026 cohort
FAQ
Questions before the call.
Short answers for wealth teams considering the design partner program.
Who is Gilt for?
Asset managers, advisors, and family offices managing $10M+ who need cleaner onboarding and portfolio operations.
What is available now?
Intelligent onboarding and portfolio intelligence. Future modules expand from the same operating layer.
What do design partners get?
Direct roadmap influence and free access to the features they help shape during the design partner program.
Is this replacing my CRM?
No. Gilt is the workflow and intelligence layer for onboarding, portfolio context, and advisor actions.
Is Gilt GCC-specific?
Gilt is designed with GCC workflows, bilingual needs, and family-office complexity in mind from day one.
How do we start?
Schedule a short call. We will map your current workflow and confirm whether the design partner program is a fit.