Less admin,
more clients
The CRM built for UK financial advice firms. Everything you need to run your firm in one place, so you can spend more time giving great advice.
Backed by & members of
One system for your whole firm.
No more switching between tools, copying data between spreadsheets, or chasing updates from your team. Everything works together.
Stay on top of every opportunity
Track leads, opportunities, introducers, and next steps in one clear pipeline built for advice firms.
- See exactly where every opportunity stands
- Never miss a follow-up
- Stop revenue slipping through the cracks
- Your whole team on the same page
See It In Action
See how it all connects.
From the moment a new enquiry comes in to the annual review three years later. Glimzer keeps everything connected and nothing missed.
- Stop switching between tools to find what you need
- Your whole team working from the same information
- More time with clients, less time on admin
From first enquiry to annual review.
Glimzer covers the full client lifecycle, so nothing falls through the cracks and your team always knows what to do next.
Never lose a lead again.
Every lead tracked from first contact to conversion. Your whole team can see what's happening, who's responsible, and what needs to happen next.
Your client bank, without the chaos.
Fact finds, reviews, fees, documents. Everything tied to each client in one place. No more digging through folders or chasing colleagues for updates.
Clients do more, you chase less.
A secure portal where your clients can upload documents, review information, and complete tasks themselves. Less back-and-forth, faster onboarding, and a better experience for everyone.
Know exactly where your revenue stands.
See what's been paid, what's outstanding, and what to expect next month. Fee reconciliation that works for you instead of you working on it. No more spreadsheets, no more guesswork.
AI Features
Less time on paperwork. More time advising.
Suitability reports, client summaries, and answers about your own data. AI that handles the repetitive admin so your team doesn't have to.
Every AI feature is optional. Turn on what suits your firm, leave off what does not. Your data stays encrypted and protected. We never use client data to train models.
Suitability report drafting
LiveAI assistant: ask your CRM anything
Early accessWhat the experts said.
These quotes are from the judges at the Financial Regulation Innovation Lab, a programme run in partnership with FinTech Scotland and the FCA. They reviewed Glimzer as part of a cohort of selected UK fintechs.
“Glimzer feels like a serious system built for regulated advice firms. The focus on metrics, monitoring, and oversight really stands out”
“The way data and AI are used feels practical and well judged. It's clearly been designed with compliance and real decision-making in mind.”
“It addresses problems advice firms genuinely struggle with. The software feels grounded in how firms actually operate day to day.”
Frequently Asked Questions
Common questions.
If your question isn't here, book a call and we'll answer it directly.
Security & Compliance
Your data is in safe hands.
Security built for firms that handle sensitive client information. We never sell your data and we never use client data to train AI models.
Protected at every level
Your data is encrypted in transit and at rest to the highest industry standard.
Your data stays in the UK
Hosted in UK data centres. No surprises about where your client data lives.
Only the right people see the right data
Set permissions by role so everyone sees exactly what they need and nothing more.
Always recoverable
Daily backups with point-in-time recovery. If anything goes wrong, your data is safe.
Want to see if Glimzer fits?
Book a 30-minute call. We'll show you the product, answer your questions, and be honest about whether we're the right fit for your firm. No sales pressure.