A Managed Move to Workspace, Planned and Checked with You.
Our team agrees the data, scope, checks and cutover plan before work begins. Migration is included for accepted design partners; other firms receive a tailored proposal.
Review the Data Before the Move.
Start with a clear scope. We review your current records and agree what will move before migration begins.
Discuss your current systemMigrate, Validate, Then Cut Over.
Our team handles the migration and checks the result with you. Review the client records, relationships and agreed totals before approving the cutover.
Set Up Roles, Workflows and Responsibilities.
Configure Workspace around your firm, prepare access for colleagues and give advisers and support teams practical guidance before go-live.
Explore WorkspaceKeeping Your Tech Stack? Start with Weave.
Use Weave across your existing CRM, Microsoft 365 and supported business tools. Early access lets your firm add AI without a CRM move.
Explore Weave across your tech stack
“The Glimzer team made the move straightforward. They migrated hundreds of clients into the system quickly, with very little disruption for us.”
Frequently asked questions
What can be migrated?
We review the records and exports available from your current system with you. The agreed plan sets out which data will move and how it will map into Workspace.
What does migration cost?
White-glove migration is included at no cost for accepted design partners. We agree the scope, timing and onboarding plan before work begins. Other firms receive a proposal for their migration.
When do we switch over?
We agree a cutover after checking the migrated data together and preparing your team. Timing depends on the source data and scope.
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.
- Cyber EssentialsCertified
- UK GDPRData protection
- UK hostingCustomer data
- No model trainingYour data stays yours