Client Management Without Complexity
Look after your clients with Glimzer | Pro
Everything in Pipeline, plus the tools you need to support ongoing clients, stay compliant, and scale
Ongoing
Client Care
Centralise client records, plans, and fact finds in one place
Secure Portal
& Storage
Share documents confidently with clients in a secure portal
Fee Reconciliation
& Compliance
Simplify reporting and stay audit-ready with ease
Automation
Built-In
From Fact Find notes to draft Report, save hours of admin time
Client Records
& Plans
Keep everything in one place with a complete client view
No more digging through folders or systems to find what you need
Dynamic
Fact Find
Capture client data with editable, review-ready fact finds that always stay up to date.
Automatically feed details into reports, saving hours of manual admin
Secure
Client Portal
Give clients a safe, branded space to log in, view information, and upload documents securely
Build trust with a professional portal that makes collaboration simple
Fee Reconciliation
& Compliance
Import commission statements, match them to client plans, and generate audit-ready reports in seconds
Stay compliant while reducing time spent on manual checks
Reporting
& Analytics
Track performance by adviser, pipeline stage, or fee type with projected vs actual revenue side by side.
Turn firm-wide data into insights you can act on instantly
Global Search
& Smart Tools
Find anything in seconds: leads, clients, tasks, notes, or documents.
Customise fields, configure permissions, and let Glimzer flex to fit your workflow
The complete CRM for IFAs and financial planning firms
Glimzer | Pro gives advisers, paraplanners, and Financial Advice networks, whether IFAs or Restricted, everything they need to manage clients beyond the first meeting
From dynamic fact finds and fee reconciliation, to a secure client portal and audit-ready reporting, it’s the smarter way to deliver advice and stay compliant.
Designed for UK financial services, Glimzer helps firms scale with confidence while keeping client data secure and accessible at all times
FAQs
Can I migrate existing client records into Glimzer?
Yes. You can import via CSV or spreadsheet, and we also support structured migrations if you need a more managed approach.
Is client data secure?
Absolutely. Glimzer uses bank-grade encryption, secure AWS hosting, GDPR compliance controls, role-based access, and regular automated backups to keep data safe.
Can I customise fields and workflows?
Yes. Workspace owners can configure custom fields, roles, and permissions so Glimzer fits the way your firm actually works.
How much does Glimzer | Pro cost?
Every advice firm works differently, which is why we tailor our pricing to fit your needs
The best way to find out is to book a demo, we’ll walk you through Glimzer and discuss the options that make the most sense for your firm.