Run your firm on one connected system

Pipeline, client work, compliance, and reporting all built around the same data.

Pipeline

For firms focused on growth. Track prospects, manage opportunities, and get visibility into your sales pipeline.

  • Visual pipeline management
  • Task reminders and follow-ups
  • Basic reporting
Learn more about Pipeline

Advice

For established firms. Advanced client management, compliance workflows, and comprehensive reporting.

  • Full client lifecycle management
  • Compliance audit trails
  • Custom workflows
Learn more about Advice

Every module includes

Core capabilities that come standard with Glimzer.

Enterprise security

256-bit encryption, role-based access, and regular backups.

Team collaboration

Shared access with appropriate permissions.

Document storage

Secure file storage linked to client records.

UK-focused design

Built for FCA-regulated firms and UK advice processes.

Audit trails

A clear history of key changes and actions across client records, workflows, and pipeline activity.

Reporting

Clear visibility into your firm's activity.

Learn more about security and compliance

See which module fits your firm

Book a demo and we'll walk you through both options.

Book a demo