Less Admin.
More Clients.
The most intuitive CRM, built for Financial Advisers
Save time, stay organised, and grow revenue
Never lose a lead
Capture every enquiry and close more business
Save hours every week
Enjoy an intuitive, user friendly system
Look after your clients
Provide a seamless experience that builds trust and increases revenue
Stay compliant with ease
Keep records secure, organised, and regulation-ready
See the bigger picture
Full visibility of your pipeline, clients, tasks and more
Glimzer | Pipeline
Lead management made simple
Seamless onboarding
Secure new clients fast
Enquiry tracking
Capture & follow up every lead
Smart task organiser
Focus on what matters most
Guided pipeline stages
Win more business
Dashboards & MI data
Instant insights from day one
Stay organised
Notes, tasks, reminders & notifications in one place
Glimzer | Pro
Client management without complexity
Everything in Pipeline plus:
Ongoing client care
Manage relationships long-term
Dynamic fact find & plans
Keep records up to date
Secure portal & storage
Share docs with confidence
Fee reconciliation & compliance
Simplify reporting
Fact-find to report automation
Save hours on admin
And more...
Built for growing firms
The modern CRM software for financial planners and advisers in the UK
Glimzer is designed for financial planning firms who want software that’s as intuitive as it is powerful.
Unlike legacy systems, Glimzer puts usability first, helping advisers, paraplanners, and administrators focus on clients, not admin
Whether you run your own financial advice firm, are part of an IFA network, or support the advice process as part of the wider team, Glimzer gives you everything you need to manage leads, clients, and ongoing service in one secure platform
From streamlined onboarding and fee reconciliation to a secure client portal, Glimzer is the CRM financial planners have been waiting for
Built in the UK for UK financial services, Glimzer helps advisers deliver better outcomes, stay on top of compliance, and scale efficiently
Ready to see how Glimzer compares? Book a demo today and see why Glimzer is becoming the must have CRM for financial planning firms in the UK
Secure and Certified
