Modern CRM for UK Financial Advisers
Built for advisers, paraplanners, administrators and stakeholders who want less admin and more results
Glimzer helps UK advice firms manage leads, clients and operations in one simple, secure system
Why Firms Love Glimzer
Glimzer is the most intuitive and enjoyable CRM for UK financial advisers, built with modern, powerful tools that save time and grow revenue
Win More Business. Keep More Clients.
No leads lost. No double entry. Just one clear system that manages the full advice journey from enquiry to ongoing service
See Everything in One Place
Track every enquiry, follow up faster, and view your full pipeline and client bank at a glance
Look After Every Client
Deliver a seamless experience that builds trust, increases revenue, and keeps your firm compliant.
Two Core Modules
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Glimzer Pipeline: Manage new business and convert leads quickly
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Glimzer Pro: Handle ongoing client relationships, fees, and reviews effortlessly
Built for UK Financial Advice Firms
Designed around how advisers, paraplanners and administrators actually work
Proven Results
Advice firms piloting Glimzer report higher revenue, happier staff, and better client outcomes
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
