Glimzer vs Plannr: a fair comparison for UK advice firms
Comparing Glimzer and Plannr? Both are modern, UK-built adviser CRMs, so this comes down to emphasis: Glimzer leads with growth, pipeline visibility and introducer tracking. We don't try to tell you what Plannr does; that's their story to tell. Instead, this page shows what Glimzer does on each dimension, and what to confirm with Plannr directly.
30 minutes. No sales pressure.
At a glance
Two modern systems, different emphasis.
Plannr is a modern, UK-built adviser CRM and a credible challenger to the legacy suites. For its current features, pricing and terms, check Plannr's own public documentation; they are the right source, and things change.
Glimzer is the growth CRM for financial advice firms. The emphasis is commercial: a sales pipeline built for advice, business- performance reporting and first-class introducer tracking, so advisers can see how the firm is performing and where to act, alongside client servicing, reviews, fees and documents.
The comparison
The comparison, dimension by dimension.
We don't describe Plannr's features, pricing or terms here; they change, and their own documentation is the right source. Each row shows what Glimzer does and the question to put to Plannr so you can compare like for like.
| Glimzer | What to check with Plannr | |
|---|---|---|
| Primary purpose | Growth CRM: see and grow your firm, not just store it. Pipeline, business performance and introducer tracking in one place. | Ask what the platform is primarily designed around, and whether growth visibility or record-keeping leads the product. |
| Sales pipeline built for advice | Kanban stages, heat and health scoring, weighted pipeline value, expected fees, and a clear next step on every opportunity. | Ask how new business is tracked day to day: stages, lead scoring, weighted values and expected fees on each opportunity. |
| Business-performance reporting | See how the firm is performing and where to act: pipeline, revenue and activity at a glance. | Ask what firm-level dashboards and reports are included as standard, and what needs exports or extra BI tools. |
| Introducer & referral tracking | First class: see who referred each client and which relationships drive new business. | Ask whether introducer and referral tracking is built in or needs an add-on, and how source-of-business is reported. |
| Configurable workflows | Pipeline stages, reviews and tasks set up around how your firm works. | Ask how workflows, tasks and custom fields are configured, who does that configuration, and what it costs. |
| Runs alongside your existing CRM | Yes. The sales pipeline runs standalone alongside your current system; expanding to the full CRM later is optional. | Ask whether any module can be licensed standalone alongside your current system, or whether it is all-or-nothing. |
| Investment platform data | Multiple UK investment platforms through a single FINIO integration. | Ask which platform valuation feeds your firm would actually use, how they are delivered, and whether they cost extra. |
| Migration | We migrate you ourselves. Free fast migration is a current design-partner offer (subject to change). | Ask who carries out the migration, how long it typically takes, what it costs, and what you are expected to do yourselves. |
| Contracts | No lock-ins, no long contracts. Leave anytime. | Ask about minimum terms, notice periods and auto-renewal before you sign, and get the answer in writing. |
| Pricing transparency | Role-based monthly prices published on our pricing page. | Ask for full pricing in writing, including seats, add-ons, onboarding and anything usage-based. |
| Data residency | Data hosted in UK data centres, encrypted at rest and in transit. | Ask where client data is hosted, whether it ever leaves the UK, and what certifications back that up. |
| Support | Hands-on, founder-level support from a team that knows UK advice. | Ask what support is included in the licence, its hours, and any response-time or uptime commitments. |
Plannr is a trademark of its respective owner; Glimzer is not affiliated with or endorsed by Plannr. This page does not describe Plannr's features, pricing or terms; those change and are best confirmed directly with Plannr from their own documentation. If anything here is inaccurate, email contact@glimzer.com and we'll correct it promptly.
Fit
Who each platform suits.
Plannr may suit
Firms whose priority is a modern home for client records and servicing, where pipeline and growth tooling aren't the deciding factor. It deserves a fair look.
Glimzer is built for
Growth-minded UK advice firms, introducer- and referral-driven, that want the commercial picture in one place.
Honesty first
When Glimzer is not the right fit.
An honest comparison cuts both ways.
You only need lightweight client records and growth visibility isn't a priority. A simpler servicing tool may serve you better.
You depend on specific integrations we don't yet offer. Ask us, and we'll tell you honestly before you commit to anything.
You want a longer market track record; we're an early-stage company and say so plainly.
Start small
You don't have to pick a winner on day one.
Add Glimzer's pipeline alongside your current CRM, and expanding later is optional.
Keep your current system if it's working. Run Glimzer's sales pipeline standalone alongside it to drive new business and introducers. Consolidating onto the full Glimzer CRM later is optional, if it earns its place. We migrate you ourselves: free fast migration is a current design-partner offer (subject to change). Separately, and always: no lock-ins, no long contracts, leave anytime.
Recognised by the judges of the Financial Regulation Innovation Lab, a programme run in partnership with FinTech Scotland and the FCA · Member of FinTech Scotland, the NatWest Accelerator and Manchester Digital · Connects to multiple UK investment platforms through a single FINIO integration
FAQ
Frequently asked questions.
How is Glimzer different from Plannr?
Both are modern, UK-built systems, so the honest difference is emphasis. Glimzer leads with growth: a sales pipeline built for advice, business-performance reporting and first-class introducer tracking. For Plannr's current features and pricing, check their own public documentation.
Can I migrate my data from Plannr?
Yes. We handle migration personally and work with you to move your data across cleanly. Free fast migration is a current design-partner offer (subject to change).
Can I run Glimzer alongside Plannr?
Yes. Glimzer's sales pipeline runs standalone alongside your existing CRM, so you can adopt it for new business first, then consolidate later if it earns its place.
Which suits a growing firm?
It depends on your priority. Glimzer is built for growth-minded UK firms that want to see pipeline, performance and introducers in one place. If your priority is purely a modern home for client records, weigh both fairly. Book a 30-minute demo and we'll be honest about fit.
Where is my data hosted with Glimzer?
All data is hosted in UK data centres and encrypted in transit and at rest. Glimzer is Cyber Essentials certified and ICO registered.
Plannr alternative
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How Glimzer compares with the enterprise-grade incumbent.
Pricing
Monthly, role-based pricing. No lock-ins, no long contracts.
CRM for financial advisers
The growth CRM for UK financial advice firms and financial planners.
Sales pipeline for financial advisers
Kanban, heat scoring, weighted value, fees and next steps.
Decide with the product in front of you.
Book a 30-minute demo and we'll show you Glimzer on your firm's kind of work, and be honest about fit.
No sales pressure.