Glimzer

Glimzer is building modern CRM & practice management software for UK financial advice firms. The platform brings client data, sales pipelines, advice workflows, and reporting into one place, replacing the patchwork of legacy CRM systems, spreadsheets, and manual processes that most advice firms still rely on.

Many IFA firms lose hours every week to duplicated data entry, disconnected tools, and offline reporting. Glimzer is designed to fix that. Information is captured once and reused across the business, structured workflows keep client servicing and new business on track, and live dashboards give firms real-time visibility into pipeline health, workload, and revenue without the spreadsheet admin.

The product is shaped by over a decade of hands-on experience inside financial advice firms and built in close collaboration with advisers, operations teams, and compliance professionals. Glimzer was selected for the FRIL Future of Wealth Innovation Call, run by FinTech Scotland.