Keep every client looked after
Annual reviews, ongoing servicing, compliance records, and fees. All tied to each client, so nothing gets missed and your whole team knows where things stand.
Why advice firms choose Clients
Spend less time chasing information and more time looking after clients.
Annual reviews on track
See which reviews are due, done, or overdue across your whole client base. No more spreadsheets to track it.
Every client gets the same standard
Define how clients should be serviced and make sure every adviser follows the same process.
Nothing gets forgotten
Reminders for review dates, follow-ups, and outstanding tasks. The system chases so you don't have to.
Always ready for an audit
Everything is tracked and timestamped automatically. When compliance asks, the answer is already there.
What you get
Everything you need to manage your clients properly.
Never miss a review
See what's due and get reminded before deadlines pass.
Everything about a client, one place
History, documents, tasks, notes, and fees. All in one view.
Compliance built into how you work
Structured workflows that keep you on the right side of regulation without extra effort.
Documents tied to clients
Store, version, and find client documents without digging through shared drives.
Work the way your firm works
Set up servicing workflows that match your process, not someone else's.
See how your servicing is going
Review completion rates, outstanding tasks, and team workload at a glance.
See how Clients works for your firm
See how Clients can help your firm deliver better servicing with less effort.
Learn more
Explore how Glimzer supports your firm.
Frequently asked questions
What is Clients in Glimzer?
Clients is Glimzer’s client servicing plan. It helps financial advice firms manage ongoing client relationships, track annual reviews, and maintain the records needed for compliance, all from one system.
How does Clients help with annual reviews?
Clients lets you schedule annual reviews for each client and sends automated reminders as review dates approach. You can track which reviews are due, in progress, or completed, giving you a clear picture of your servicing obligations across the firm.
Can I set reminders for client servicing tasks?
Yes. You can create tasks with due dates and automated reminders for any client servicing activity, including annual reviews, document requests, follow-up calls, or ad-hoc check-ins. Reminders help ensure nothing is missed.
How does Clients support compliance record-keeping?
Every action taken on a client record is logged with a timestamp and user attribution. Document versions are tracked, and communication history is stored against the client profile. This supports the record-keeping requirements that FCA-regulated firms need to meet.
Can I use Clients alongside Pipeline?
Yes. Pipeline handles lead-to-client conversion, and Clients takes over for ongoing servicing. Together they cover the full client lifecycle from first contact through to long-term relationship management.
Ready to bring consistency to your client servicing?
Book a demo and we'll show you how Clients works for your firm.