Productivity for financial advice firms

Glimzer is built for UK financial advice firms. Owners and operations teams get a live view of performance and work in progress, while advisers, paraplanners and administrators get clearer next actions, handovers and client context. It can support directly authorised firms and appointed representatives, subject to each firm's permissions and data requirements.

Intelliflo, Xplan and Plannr are well-known options in UK advice, and firms should check each vendor's latest product information before deciding. Glimzer's emphasis is a growth-focused financial adviser CRM built as one workspace, with a heat-scored Pipeline that can run alongside an existing CRM, plus clients, fees, introducer tracking and management visibility in one place. We will be straightforward about how that approach compares for your firm during a demo.

Yes. Glimzer's Pipeline can run alongside your existing CRM, so your team can improve new-business visibility without a full migration on day one. Some firms start there and bring more of the client-management workflow into Glimzer later; others move across fully from the start.

Yes. Glimzer connects to multiple UK investment platforms through a single FINIO integration, built with Sprint Enterprise, so portfolio values can flow into Glimzer without manual rekeying. Glimzer also has an Outlook add-in to help firms bring relevant email activity and enquiries into the workspace. If you have a specific integration requirement, tell us; we prioritise integrations around what firms need most.

We handle migration with you from review through to validation. Whether your data sits in another CRM, spreadsheets, paper systems or manual records, we explain what can move, clean it where needed and agree a clear plan before anything changes. We can also help set up structured workflows so your team has one place to work from. See our migration and onboarding process.

Yes. Glimzer can be configured around your pipeline stages, custom fields, review process, tasks and team responsibilities. We set up the initial workspace with you and continue to shape the product around feedback from UK advice firms.

Glimzer is built for regulated financial services firms. Data is encrypted in transit and at rest, hosted in UK data centres and covered by daily backups. Glimzer is ICO registered and Cyber Essentials certified. We never sell your data or use client data to train AI models. You can review the detail on our security page.

We publish straightforward plans with no hidden setup costs in the pricing we show, no lock-ins and no long contracts. You can see the current options and terms on our pricing page. We will explain the right fit for your firm during a 30-minute demo.