Prepare Suitability Report Drafts with Sources in View.
Use client information to prepare a draft report, with source references and review checks alongside it.
From Client Context to a Draft for Review.
Bring the information behind the recommendation into one draft. Weave helps your team prepare the report while the adviser owns the judgement.
Keep the Evidence Close.
Review source references alongside the draft. Check the information, refine the explanation and make the final report your own.
Prepare Annual Review Reports from the Client Record.
Use the client record and meeting notes to prepare a review report. Your team checks the draft before it is issued.
Questions, Answered.
Does Weave give financial advice?
No. Weave prepares draft work. The adviser and firm remain responsible for suitability, recommendations and the final report.
Can we use our existing CRM?
Yes. Weave can work across your existing CRM, Microsoft 365 and supported business tools. Available connections are confirmed before setup.
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