Replace Legacy CRM Friction with a Modern Workspace.

Move beyond disconnected records and repeated admin. Glimzer Workspace connects your client work, new business and fees, with hands-on migration support and Weave AI as an optional add-on.

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What Should a Financial Adviser CRM Bring Together?

Client and household records, new-business opportunities, annual reviews, documents and fees should stay connected. Workspace brings these areas into one place so your team can see the relationship and the work around it.

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Give Advisers and Support Teams the Same Context.

Give colleagues a clear view of each case, its owner and next action. Keep work moving between advisers and support teams.

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Keep Reviews, Fees and Follow-Up Connected.

See which clients are due a review, who owns the next action and whether the agreed service has been delivered. Keep household information, documents and fee records with the client relationship.

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Move Forward with a Team Behind You.

Accepted design partners receive white-glove migration at no cost. We agree the scope, move your records and check the result with you.

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Keep Your Tech Stack. Put Weave to Work Across It.

Use Weave across your CRM, Microsoft 365 and supported business tools. There is no CRM migration required. Choose Workspace if you later want a new home for client records and operations.

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“The biggest changes are control and visibility. All of our new and existing client activity and data is in one place, so fewer things get missed and we spend less time on admin.”
Richard SmithIndependent Financial Adviser · RWS Financial Planning

Questions, Answered.

What is a CRM for financial advisers?

It is software for managing client relationships and the work around financial advice, including opportunities, records, reviews, tasks and fees. Workspace brings these areas together for UK advice firms.

How do I compare financial adviser CRMs?

Start with your firm’s workflows, the records you need, security requirements and the cost of implementation. Ask each provider to show your use cases and confirm support and contract terms.

Can Glimzer help us migrate?

Yes. Our team reviews your source data, agrees a migration plan and validates the result with you. See the migration page for the process.

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.

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See how Workspace and Weave fit your firm.

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