The CRM built for how financial advice firms actually work today
A modern CRM and practice management platform for UK regulated advice firms. Manage your pipeline, client servicing, and compliance workflows in one place.
Many advice firms rely on CRM systems designed decades ago. As regulatory expectations increase, those tools can introduce unnecessary admin, fragmented workflows, and unnecessary additional work.
How Glimzer approaches this differently
Built on modern tech
A modern, reliable platform designed to be secure, intuitive, and easy to adopt across the firm.
Clear pipeline management
Manage leads and existing clients in one place with live status, expected fees, and clear next steps.
Live dashboards
Real-time visibility for your pipeline, workload, fees, and compliance. No spreadsheets or manual reporting.
Automation that reduces admin and risk
Workflows automate tasks, with AI suitability reports, and clear MI reporting, creating audit-ready evidence.
Start where it makes sense
From lead management to ongoing client servicing, we have you covered.
Pipeline
Track new business from first enquiry to onboarding. See every prospect, where they are in the process, and what needs to happen next. Clear, visual, and easy for the whole team to keep up to date.
Advice
Manage existing clients in one place. Annual reviews, suitability reports generation, secure document storage, and a complete record of interactions, built around how advice firms actually operate.
What users are saying
“Glimzer feels like a serious system built for regulated advice firms. The focus on metrics, monitoring, and oversight really stands out”
Managing Director
“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.”
Compliance Lead
“It addresses problems advice firms genuinely struggle with. The software feels grounded in how firms actually operate day to day.”
Operations Lead
How we handle your data
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.
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