Client servicing

Keep Every Client Looked After.

Bring your client relationships, annual reviews and ongoing service together. Give your team the context to deliver thoughtful, consistent client care.

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Patel Family

2 membersPrimary: George PatelAdviser: Tom Matthieson

OverviewPeoplePlans & AssetsWork & ActivityReviews & Documents

Household AUM£1,706,55611 plans

Active Plans911 total

Open Opportunities26 total

Open Tasks67 total

Needs attention

Household reviewHousehold · 11 Sept 2026

Open →

People 2 members

George PatelPrimary · Tom Matthieson

Sole plan AUM£663,000

Maya PatelSpouse · Tom Matthieson

Sole plan AUM£1,043,556

Servicing

Service levelOngoing

Annual ongoing fees£11,318.39

Next review11 Sept 2026

Latest note05 Sept 2026

See the Whole Relationship.

See people, plans and household information together. Give colleagues the context to support each relationship and pick up the work.

Keep Reviews and Follow-up Visible.

Schedule annual reviews, assign tasks and keep documents with the client. Shared workflows help the team see what is due and who is responsible.

Connect Servicing to Fee Records.

Review fees, payment status and outstanding income without losing the client context. Follow up on discrepancies from a shared record.

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All 246Pending 169Paid 45Overdue 16Cancelled 16

All IntroducersPaid DateAll statement months

Outstanding£1,183,326

Overdue£59,008

Current£1,124,318170 fees

1–30 days£54,25713 fees

31–60 days£4,7512 fees

60+ days£00 fees

ClientAmountStatusProviderPlan

Nathan Davies£705.00PendingRoyal LondonCash Management Account

Matilda Morgan£22,110.00PendingAJ BellInvestment Bond

Maya Patel£10,245.00PendingFidelityInvestment Bond

Evie Harris£1,238.00PendingBarclaysResidential Mortgage

Use Weave Across Client Servicing and Follow-Up.

Use client context from your CRM, Microsoft 365 and supported business tools to prepare updates, documents and follow-up for review. Choose Workspace + Weave for your CRM and AI together, or use standalone Weave across your existing tech stack.

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Eleanor Hughes · Meeting reviewReview the meeting

Ready for your review

Meeting summary

Eleanor confirmed the agreed instruction to open a £50,000 general investment account at Northstar. Cash will be retained until a separate investment order is authorised.

Her Westhaven pension information is still outstanding under LOA WH-28471. This is separate from the new account.

Supporting meeting passages

Work to prepare after approval

Prepare the investment application

Draft the outstanding LOA follow-up

Review summaryApprove and prepare →

“It's much clearer what needs to be done each day. Prioritising tasks is easier, and I always know what stage client cases are at and what needs following up. Overall, it's made managing my workload far more straightforward and manageable.”

Joanne AtkinsonClient Service & Support · RWS Financial Planning

Questions, Answered.

Is client servicing included in Workspace?

Yes. Client records, ongoing servicing and firm workflows are part of Workspace, alongside pipeline and new business.

Can we organise clients by household?

Yes. The household view brings the relationship together with people, plans and ongoing servicing information.

How do we bring our existing client records across?

Our team reviews your source data, maps it into Workspace and validates it with you before go-live. See the migration page for the process.

Your client data.
Protected at every step.

Glimzer is built on enterprise-grade security to protect your firm’s work and your clients’ data. UK hosting, encryption at rest and in transit, role-based access controls and daily backups keep protection built into every step.

Your data stays yours. Customer inputs, outputs and documents are not used to train underlying AI models.

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