Client servicing and annual reviews for advice firms
Stay on top of ongoing client servicing. Track annual reviews, manage follow-ups, and keep consistent records across your firm—all in one place.
Why advice firms choose Advice
A consistent servicing workflow you can rely on.
Annual reviews on track
See which reviews are due, in progress, or completed across your entire client base at a glance.
Consistent servicing workflows
Define how clients should be serviced and apply the same process across the firm, every time.
Automated reminders
Reminders for review dates, follow-ups, and outstanding tasks so nothing falls through the cracks.
Audit-ready records
Complete audit trails for every action. Time-stamped records to support your compliance obligations.
Key features
Tools for managing the ongoing client relationship.
Review tracking
Schedule and track annual reviews with automated reminders as dates approach.
Client profiles
Complete client records with full history, documents, tasks, and notes in one place.
Compliance workflows
Pre-built workflows for common regulatory requirements with full audit trails.
Document management
Store and organise client documents with version control and access logging.
Custom workflows
Build servicing workflows that match how your firm operates.
Servicing reports
See review completion rates and outstanding tasks across the firm.
See how Advice works for your firm
Book a short demo to see how Advice helps you stay on top of annual reviews and client servicing.
Learn more
Explore how Glimzer supports your firm.
Frequently asked questions
What is Advice in Glimzer?
Advice is Glimzer’s client servicing module. 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 Advice help with annual reviews?
Advice 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—annual reviews, document requests, follow-up calls, or ad-hoc check-ins. Reminders help ensure nothing is missed.
How does Advice 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 Advice alongside Pipeline?
Yes. Pipeline handles prospect-to-client conversion, and Advice 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 Advice works for your firm.