Add AI Without Replacing Your Existing Systems.
Put Weave to work across your CRM, Microsoft 365 and supported business tools, with clear review points and hands-on setup.
Glimzer
Outlook
SharePointStart with One Recognisable Workflow.
Choose work that repeatedly takes time from advisers and support teams. Agree the inputs, actions and review points, then assess the result before expanding.
Keep Your Tech Stack. Or Make the Move.
Use Weave across your current CRM and supported tools. Choose Workspace + Weave when your firm also wants a new home for client records and operations.
Shape What Comes Next.
Design partners help inform Glimzer through real use and feedback. Accepted partners receive white-glove migration at no cost, with scope agreed before onboarding.
Questions, Answered.
What does early access mean?
Weave is being developed with advice firms. We demonstrate the available workflows and connections, then agree the systems, permissions and review points for your setup.
Do we need to replace our CRM?
No. Weave can work across your existing CRM, Microsoft 365 and supported business tools. Available connections are confirmed with your firm before setup.
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.
- Cyber EssentialsCertified
- UK GDPRData protection
- UK hostingCustomer data
- No model trainingYour data stays yours