Sales pipeline built for advice
Kanban stages, heat scoring, weighted value and a clear next step on every opportunity, from first enquiry to converted client.
The CRM built for UK financial advisers
Glimzer Workspace gives advice firms heat-scored pipeline, client servicing, fees, introducer tracking and clean record-keeping in one place, from first enquiry to annual review.
Backed by & members of
A financial adviser CRM built around growth, not just record-keeping.
A client database tells you where the files are. The workspace shows you how the business is performing and what needs attention, while the records take care of themselves.
Business-performance dashboard
Revenue, pipeline and activity at a glance, so you know how the firm is doing without building a spreadsheet first.
Introducer and referral tracking
See which relationships create valuable new business and where referrals convert, so you know where to invest your time.
Tasks, reviews and workflows
Every lead and client carries an owner, due date and next action. Annual reviews and recurring work stay visible, not remembered.
An audit trail that builds itself
Time-stamped actions and records build a complete history as your team works, with no extra admin.
Fees without spreadsheet drift
Expected fees, received fees and reconciliation stay visible as cases move, so revenue is never a guess.
Life after the switch.
“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. We can see with precision the success of our marketing and identify our most prominent advocates.”
Richard Smith
Independent Financial Adviser
“Glimzer is a fast, easy-to-use CRM for day-to-day work. Having all clients, tasks, and workflows in one place makes it much easier to stay organised and on top of everything. The ability to transfer tasks between colleagues and use automated workflows has made our daily processes far more efficient and seamless.”
Joanne Atkinson
Client Service & Support
Not a generic CRM. Not a legacy suite.
Most firms choosing a CRM are weighing the same three options. Here is how they differ.
| Comparison point | Generic CRM | Legacy back-office suite | Glimzer |
|---|---|---|---|
| Fit | Built for any industry. | Strong systems of record, built on older technology. | Built for UK advice firms from day one. |
| Advice-firm workflows | Reviews, fees and introducers aren't built in. | Built around storing records, not growth. | Pipeline, fees, reviews and introducers built in. |
| Setup and change | You assemble advice workflows yourself and maintain them forever. | Ask how long setup takes and how change requests are handled. | Migration done for you. |
| Business visibility | Advice-firm record-keeping isn't a native concept. | Slower to show you how the business is performing. | Shows you where to act next. |
| Contracts and migration | Setup and ongoing configuration fall on you. | Ask about minimum terms, notice periods and exit. | No lock-ins, migration done for you. |
Compliance support that works in the background.
Record-keeping, UK data hosting and platform connections are part of the system, not an add-on. Your team works; the records build themselves.
Read about security and complianceAn audit trail that builds itself
Time-stamped actions, document version control and secure communication logging build a complete record as your team works.
UK data hosting
Data stays in UK data centres, encrypted at rest and in transit, with full export available at any time.
Platform connections
Connects to multiple UK investment platforms through a single FINIO integration.
Cyber Essentials certified
Independently certified, ICO registered, with daily backups and security built for regulated advice.
Switching is the easy part.
We migrate you ourselves
Moving from Intelliflo, Iress Xplan, Plannr or spreadsheets? We move your data for you, validated before go-live, with hands-on setup currently at no cost (subject to change).
Or start without switching at all
Not ready to replace your whole system? Run Glimzer's sales pipeline standalone alongside your existing CRM. Opportunities, owners, expected fees and next steps, with no migration on day one. Expanding to the full Glimzer Workspace later is optional.
“The Glimzer team made the move straightforward. They migrated hundreds of clients into the system quickly, with very little disruption for us.”
Richard Smith
Independent Financial Adviser, RWS Financial Planning
Selected for the Financial Regulation Innovation Lab.
Glimzer was selected for FinTech Scotland's Financial Regulation Innovation Lab, with the FCA involved throughout. Here is what the judges said.
“Glimzer feels like a serious system built for regulated advice firms. The focus on metrics, monitoring, and oversight really stands out”
Frequently asked questions.
What types of firms use Glimzer?
Glimzer is built for growth-minded UK advice firms: wealth and financial planning, pensions and investments, especially introducer- and referral-driven firms.
Is Glimzer a financial adviser CRM?
Yes. Glimzer is a financial adviser CRM for financial planners and wealth advice firms that want more than a client database. It gives you a sales pipeline built for advice, business-performance reporting, introducer tracking and a clear view of where to act next.
How much does Glimzer cost?
Glimzer publishes role-based monthly pricing. Pipeline is priced per adviser, while Clients starts with 3 adviser seats and lets firms add adviser or paraplanner/admin seats as needed. There are no lock-ins and no long contracts, and you can leave anytime. See the pricing page for current details.
Where is my data hosted?
All data is stored in UK-based data centres with appropriate security certifications. We do not transfer data outside the UK unless explicitly required and agreed. Data is encrypted at rest and in transit.
Which investment platforms does Glimzer connect to?
Glimzer connects to multiple UK investment platforms through a single FINIO integration. If you use a platform we don't yet cover, ask us and we'll tell you honestly.
What does onboarding look like?
We provide dedicated onboarding support to help you set up your account, configure your pipeline stages, and import existing data. Your team will have access to training and ongoing support to get the most out of Glimzer.
Is Glimzer an Intelliflo alternative?
Glimzer is an alternative for firms that want a growth-focused CRM built as one workspace, rather than a broad system of record. It is best suited to firms that care about pipeline visibility, introducer tracking and hands-on support. Not ready to replace everything? You can run Glimzer's pipeline standalone alongside Intelliflo or another CRM first, and expanding to the full Glimzer Workspace later is optional.
Can I switch from my existing CRM?
Yes. We offer hands-on migration support from systems such as Intelliflo, Iress Xplan, Plannr or spreadsheets. Migration support is currently included at no cost (subject to change). There are no lock-ins and no long contracts, and you can export your data from Glimzer in standard formats whenever you like.
See whether Glimzer
fits your firm.
Book a 30-minute demo and we'll walk through your pipeline, clients, migration questions and whether Glimzer is the right fit.
Book a demo
30 minutes · no sales pressure