Build a Frontier Financial Advice Firm.
The UK's most forward thinking financial planning firms trust Glimzer with their work.
Glimzer
Outlook
SharePoint
One Platform for
Financial Advice Work
Financial advice firms do their best work with Glimzer. Run everything your team and firm needs on one collaborative platform.
Your systems.
Powered by Weave.
Put AI to work across your existing systems. Let Weave handle repetitive tasks to help your team increase capacity and improve accuracy.
Explore Weave
Your firm.
One Workspace.
Run every client matter securely on one platform, with advisers, paraplanners and administrators working from the same context. Add Weave for AI support.
Explore Workspace
Product Innovation for the
Best Financial Advice Firms
Prepare for meetings, capture the conversation and carry follow-up work into the systems your firm already uses.
Explore WeaveBring new business, ongoing client work and operations into one shared workspace, with the governance and audit trail financial advice demands.
Explore WorkspaceAccelerate suitability report preparation, sharpen advice and surface insights for your team to review.
Explore ReportsTrack fees due, reconcile payments and spot discrepancies, without hours of manual work.
Explore Fee ReconciliationSee who’s using Weave and what they’re working on, with a clear audit trail.
Explore Control CentreRun automated file checks before reports are issued and advice is given.
Explore Compliance
“The system has eliminated much of the repetitive administrative work and made managing the firm's day-to-day operations much easier.”
“Glimzer gives us a much clearer view of the business and its origin. We can see our pipeline, where new work is coming from, and what needs attention.”
Helping teams stay focused
and see measurable results.
Less administration. More time for the work your clients rely on.
Explore the cost of adminhours saved per month
on average, per firm.
Your client data.
Protected at every step.
Glimzer is built on enterprise-grade security to protect your firm’s work and your clients’ data. UK hosting, encryption at rest and in transit, role-based access controls and daily backups keep protection built into every step.
Your data stays yours. Customer inputs, outputs and documents are not used to train underlying AI models.
- Cyber EssentialsCertified
- UK GDPRData protection
- UK hostingCustomer data
- No model trainingYour data stays yours