CRM for Paraplanners and Advice Support Teams
Glimzer gives paraplanners and administrators the tools to stay organised, save time, and support clients
Why Paraplanners Love Glimzer
Glimzer has been designed to make lives easier for everyone involved in the advice process
Paraplanners have an intuitive dashboard and clear visibility into workload management and tasks
Track, Update and Deliver with Confidence
Paraplanners handle complex client information every day, Glimzer makes it easy
Easily access client factfinds, plans and data. Track documents, tasks, notes and reminders
See Everything in One Place
One source of truth, all in one place. Glimzer keeps everyone in sync, from first enquiry to ongoing review
Track every enquiry, follow up faster, and view your full pipeline and client bank at a glance
Glimzer | Pipeline
Lead management made simple
Seamless onboarding
Secure new clients fast
Enquiry tracking
Capture & follow up every lead
Smart task organiser
Focus on what matters most
Guided pipeline stages
Win more business
Dashboards & MI data
Instant insights from day one
Stay organised
Notes, tasks, reminders & notifications in one place
Glimzer | Pro
Client management without complexity
Everything in Pipeline plus:
Ongoing client care
Manage relationships long-term
Dynamic fact find & plans
Keep records up to date
Secure portal & storage
Share docs with confidence
Fee reconciliation & compliance
Simplify reporting
Fact-find to report automation
Save hours on admin
And more...
Built for growing firms
Secure and Certified
