Platform Overview
Two Ways to Improve How Your Firm Works
Bring client work together in Workspace, or use Weave across the systems already in your tech stack. Choose either product or use them together.
Choose the Part of the Work You Want to Improve
Follow Work from First Enquiry to Ongoing Service
Keep ownership, documents and next actions clear as work moves between advisers, paraplanners and administrators.
One client. One shared context.
Adviser
Confirm the recommendation
Paraplanner
Prepare the report
Administrator
Coordinate the follow-up
Client records, documents and next actions together.
“The biggest changes are control and visibility. All of our new and existing client activity and data is in one place, so fewer things get missed and we spend less time on admin.”
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