The growth CRM for UK financial advice firms.
From first enquiry to annual review, one system with a live view of the whole firm.
30 minutes. No sales pressure.
Backed by & members of
Every enquiry, owner, expected fee and next action in one pipeline, so you follow up while interest is warm.
Learn more about PipelineReviews, tasks and documents organised around each client, so servicing stays on schedule.
Learn more about ClientsGlimzer brings pipeline, clients, fees, introducers and next actions into one advice workspace, so advisers and admins can move the right work forward.
Track expected fees across active cases
See stuck work, owners and next actions
Trigger tasks and workflows as each case moves
Understand which introducers drive real work
Customer stories
“The biggest changes are control and visibility. All of our new and existing client activity and data is in one place, so fewer things get missed and we spend less time on admin.”
Richard Smith
Independent Financial Adviser
“It's much clearer what needs to be done each day. Prioritising tasks is easier, and I always know what stage client cases are at and what needs following up. Overall, it's made managing my workload far more straightforward and manageable.”
Joanne Atkinson
Client Service & Support
“Glimzer has become an important part of how we run the business. It's saved time, improved consistency, and allowed us to deliver a service that would have been difficult to scale manually.”
Stephen Farnfield
Director
“The system has eliminated much of the repetitive administrative work and made managing the firm's day-to-day operations much easier.”
Nicola Merrick
Operations Director
New software is a big commitment for a busy firm. Glimzer is built to make it an easy one: quick to adopt, better for your team, better for clients, and a smooth migration done for you.
Built for UK advice: see the CRM for financial advisers.
Easy to adopt
Advisers, paraplanners, admins and stakeholders can use it without a manual. No multi-week training course needed, but support is always on hand.
Every fee accounted for
Expected fees, received fees and reconciliation stay visible as work moves.
Clients can do more online
Client portal, tasks and documents help reduce chasing and keep servicing moving.
Migration handled
Hands-on setup and fast, accurate migration at no cost for early customers.
Glimzer took part in the Financial Regulation Innovation Lab, a programme run by FinTech Scotland in partnership with the FCA. Here is what the judges said.
“Glimzer feels like a serious system built for regulated advice firms. The focus on metrics, monitoring, and oversight really stands out”
“The way data is 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.”
Here are the things firms usually ask before seeing Glimzer. If yours is not here, book a 30-minute demo and we'll answer it directly.
Book a 30-minute demo and we'll walk through your pipeline, clients, migration questions and whether Glimzer is the right fit.
No sales pressure.
Security built for regulated advice
Cyber Essentials certified, UK data hosting, encryption and daily backups. Read more
