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AI That Works Across Your Advice Tech Stack

Use client context from your CRM, Microsoft 365 and supported business tools to prepare updates, documents and follow-up for your team to review.

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Hello, Sophie

What would you like
help with?

Bring the context. Leave the busywork with Weave.

Ask Weave to prepare, find, check or follow up…

EHEleanor Hughes

Context from your workspace

Glimzer

Outlook

SharePointEdge

Suggested for youFrom Eleanor’s meeting and client record

Eleanor Hughes · Meeting finishedPrepare investment application

Her agreed £50,000 account instruction is ready to review.

Let’s prepare it

Eleanor Hughes · Follow-up neededChase outstanding LOA

Westhaven’s information has been outstanding since 30 Aug 2026.

Check and follow up

From the selected client folderDraft suitability report

Bring the case details together in a cited draft for adviser review.

Prepare report

Turn Client Context into Reviewed Work.

Bring the right information into the task, prepare the output and return it to your team for review. Your people keep control of judgement, approval and the next step.

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Eleanor Hughes · Meeting reviewReview the meeting

Ready for your review

Meeting summary

Eleanor confirmed the agreed instruction to open a £50,000 general investment account at Northstar. Cash will be retained until a separate investment order is authorised.

Her Westhaven pension information is still outstanding under LOA WH-28471. This is separate from the new account.

Supporting meeting passages

Work to prepare after approval

Prepare the investment application

Draft the outstanding LOA follow-up

Review summaryApprove and prepare →

Prepare Advice Reports with Sources in View.

Move from client information to a draft suitability report, with source references and review checks. The adviser remains responsible for the recommendation and the report issued to the client.

See suitability report preparation

Prepared for Sophie BennettSuitability report

Draft · For adviser review

Eleanor Hughes

1. Purpose and scope

This draft records the agreed instruction to open a £50,000 general investment account at Northstar, with cash retained pending a separate investment order.

Adviser rationale and instructionCharges and review

2. Circumstances and objectives

The client’s recorded circumstances and objectives provide the context for the adviser’s recommendation.

Client fact-findMeeting notes

Ready to refineCheck the sources, complete your rationale and review the draft.

Introduce AI with a Clear Review Process.

Make review part of adopting AI. Assess the draft, check its supporting information and keep your team responsible for the next step.

Review security and data handling

Advice file reviewEleanor Hughes · Suitability report

Review required

Two points need your attentionReview the evidence and resolve potential issues before client issue.

Suitability report

Client objectivesAdvice shaped around the clientThe recommendation should explain how it meets Eleanor’s objectives and circumstances.

Charges and valueExplain the total charges and why the service represents value for this client.

Client understandingRecord how the key costs, risks and implications have been explained.

Review points

Client objectivesSupporting information is present.Suitability evidence

Make the costs clearConfirm that the total charges and value assessment are explained.Consumer Duty · Price and value

Evidence client understandingCheck that the client’s understanding of the key risks is recorded.Consumer Duty · Consumer understanding

Keep Your Tech Stack.

Use Weave across your existing CRM, Microsoft 365 and supported business tools. Choose Workspace only if you also want a new home for client records and operations.

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Questions, Answered.

Can AI write suitability reports?

Weave helps prepare client-facing draft reports with source references. Your firm reviews the content and remains responsible for suitability and the advice given.

Will Weave replace financial advisers?

No. Weave supports connected workflows, preparation and follow-up. Judgement, client relationships and responsibility remain with advisers and their firm.

How should we evaluate AI for our firm?

Choose a real workflow, review the sources and outputs, clarify permissions and data handling, and agree who checks the work before it proceeds.

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.

Explore security at Glimzer

See how Workspace and Weave fit your firm.

Request a demo

AI That Works Across Your Advice Tech Stack

Turn Client Context into Reviewed Work.

Prepare Advice Reports with Sources in View.

Introduce AI with a Clear Review Process.

Keep Your Tech Stack.

Questions, Answered.

Your client data.Protected at every step.

See how Workspace and Weave fit your firm.

Your client data.
Protected at every step.