A Plannr alternative for firms that want to lead with growth
Glimzer is the growth CRM for financial advice firms, built to help you win more clients, grow revenue and see where to act next. Both products are modern and UK-built; here's an honest look at where the emphasis differs.
30 minutes. No sales pressure.
Why compare
Why firms compare Plannr and Glimzer.
A fair framing: both are modern challengers to the legacy suites.
Plannr is a modern, UK-built adviser CRM and a credible choice for firms moving off legacy systems. We don't describe Plannr's features, pricing or terms here; they change, and their own documentation is the right source. Instead, the comparison below shows what Glimzer does and what to confirm with Plannr directly.
The honest difference is emphasis. Glimzer is built around growth: 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, not just keep tidy records. If growth visibility is your priority, that emphasis is the reason to compare us.
The comparison
Glimzer and Plannr at a glance.
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, and who don't need pipeline and growth tooling front and centre. If that's your firm, it deserves a fair look.
Glimzer is built for
Growth-minded UK advice firms, especially referral- and introducer-driven firms that want to see pipeline, performance and introducers in one place.
Honesty first
When Glimzer is not the right fit.
We'd rather tell you now than after a demo.
You only need lightweight client records, and growth or pipeline visibility genuinely isn't a focus; a simpler servicing tool may suit you better.
You need specific integrations we don't yet offer. Ask us, and we'll tell you honestly.
You want a system the whole market has used for a decade; we're an early-stage company and say so plainly.
Start small
Keep what's working, add the pipeline.
You don't have to pick a winner on day one.
If your current CRM is doing its job, keep it. Run Glimzer's sales pipeline standalone alongside it to drive new business and introducers: Kanban, heat scoring, weighted value and expected fees. Consolidating onto the full Glimzer CRM later is optional. No lock-ins and no long contracts; leave anytime.
Migration and terms.
We migrate you ourselves, and free fast migration is a current design-partner offer (subject to change). Separately, and always: no lock-ins, no long contracts; leave anytime. See our published pricing for the full terms.
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.
Can I move my data from Plannr to Glimzer?
Yes. We handle migration personally and work with you to move your data across cleanly, whichever system you are coming from. Free fast migration is a current design-partner offer (subject to change).
Can I run Glimzer's pipeline alongside Plannr?
Yes. The sales pipeline runs standalone alongside your existing CRM, so you can adopt it without a migration, and expanding to the full Glimzer CRM later is optional.
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, so advisers can see where the firm stands and where to act. For Plannr's current features and pricing, check their own public documentation.
Is there a contract or lock-in with Glimzer?
No. There are no lock-ins and no long contracts: you pay monthly and can leave anytime, and you can export your data in standard formats whenever you like.
Who is Glimzer best suited to?
Growth-minded UK advice firms: wealth and financial planning, pensions and investments, especially firms that win business through referrals and introducers.
Glimzer vs Plannr
The dimension-by-dimension comparison for evaluators.
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.
Pricing
Monthly, role-based pricing. No lock-ins, no long contracts.
See whether Glimzer fits your firm.
Book a 30-minute demo and we'll show you the product and be honest about whether we're the right move for your firm.
No sales pressure.