Weave
The AI Assistant built for Financial Planning Firms
Weave drafts client documents in your firm’s templates and carries out tasks across supported systems. Your team reviews the work and decides what goes ahead.
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Read the video transcript
Instrumental music plays throughout; there is no spoken dialogue. The animation shows an example annual client review, using fictional names.
- 0:00
Introducing Weave. The AI Assistant for Financial Planning Firms. A blue woven Weave character appears beside document and folder icons.
- 0:04
One request. You: ‘Prepare a review pack for Alex Morgan.’ Weave: ‘On it. I’m preparing the review pack.’
- 0:08
You’re in control. Systems you allow: CRM, client folder, emails and providers.
- 0:14
Works your way. An illustrative CRM form fills in: client name, Alex Morgan; advice process, annual client review; adviser name, Jamie Taylor. The changes are marked ‘Prepared for review’.
- 0:18
Generating documents. A draft suitability report is prepared for Alex Morgan in the firm’s template, with sections for client objectives and the adviser recommendation.
- 0:22
Financial Planning AI drafts reports, fills forms and handles admin for you.
- 0:25
Ready for review. Review pack: suitability report drafted; required forms prepared; CRM changes prepared; files prepared for saving.
- 0:29
Weave gets it done. Live with financial advice firms. Enquire about joining the next batch. Book a demo.
AI that gets work done
Weave picks up the busywork and becomes more capable over time as it adapts to your firm and use cases.
Prepares client documents and paperwork
Weave drafts suitability reports and client documents using your firm’s templates.
Carries out tasks across existing systems
Weave proactively suggests next actions and carries them out on your behalf once you approve them.
Frequently Asked Questions
What can Weave do today?
Draft documents in your firm’s templates and carry out work across supported systems. We’ll show you what’s available in the demo, then agree which job to start with.
Do we need to replace our CRM?
You can keep your current CRM. Workspace, our CRM equivalent, is an optional standalone product. You can get all the benefits of Weave with your existing systems.
Who checks the work?
Your team reviews the prepared work and can request changes before approving it.
How does my firm stay in control?
Your firm decides which systems Weave can access. Your team can review prepared work, manage permissions and see what Weave did in the audit trail.
Does Weave ask before it acts on my behalf?
Yes. Weave is designed to follow your firm’s processes and workflows. It requests a review and waits for your approval before carrying out work.
What happens to our feedback as design partners?
We’ll use it to decide which fixes and features to work on.
Who’s behind Weave?
Weave is built by Glimzer, based in Manchester, UK, and founded in 2023. Our founder, Tom Matthieson, spent 10 years in financial services, working in administration, paraplanning and financial advice, before joining a Canadian fintech startup that grew to more than 150 people and reached unicorn status. He drew on that experience to start Glimzer. Our developers bring over 30 years of experience building enterprise software.
Ready to get more done with Weave?
Book a demo
Request access to the next batch
We’re onboarding several more financial advice firms into our design partner programme.
- Documents in your firm’s templates
- Approved tasks across existing systems
- Approval controls and a full audit trail
- Setup and ongoing support at no extra cost
£129 per user/month
If you’re unhappy, we’ll refund the Weave fees you paid during the design partnership.
Open the calendar on Calendly or email us to book.
Glimzer and Calendly use your details to arrange the demo. Privacy policy.
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