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.