Custom CRM software for Financial Advisory Firms
Glide Solutions delivers tailor-made apps for Financial Advisory Firms in weeks—so you get exactly what you need, when you need it.
Trusted by over 100,000 high-performing companies
Why Financial Advisory Firms Need CRM Software
Our CRM software is crafted specifically for Financial Advisory Firms, ensuring that every feature directly addresses your unique needs. Unlike generic options, our solution integrates deeply with your business processes, offering tangible benefits in efficiency and client management. Experience a system that adapts to your firm's methods, not the other way around. Enhance your client relationships with CRM tools designed with financial advisors in mind.
Get the CRM you need, tailored to the way Financial Advisory Firms work
Optimize client relationships, financial portfolio management, and performance metrics with tailored CRM solutions for Financial Advisory Firms. Simplify complexity with precision.
Get a free quoteFully Managed Service
Glide partners with your team from scoping to rollout, ensuring regular check-ins and communication throughout the process.
Rapid Development
Get a custom app tailored to your needs in weeks. Iterate and ship changes same day.
Modern Design
Glide apps are beautiful and easy-to-use on mobile and desktop—ensuring your users will love their experience on any device.
A new paradigm for bespoke CRM software
We combine our flexible no code platform with vetted agency partners to deliver professional custom CRM software for Financial Advisory Firms, on time and on budget.
Financial Advisory Firms CRM Software—Your Way.
An all-in-one CRM tool that has everything Financial Advisory Firms need.
Centralize client data and financial tools, optimizing information retrieval and process coordination.
Integrate your spreadsheets and SQL databases to ensure consistent, up-to-date financial data across your software systems.
Our CRM adapts smoothly to mobile devices, maintaining optimal functionality and aesthetics with no additional work needed.
Craft tailored workflows to automate routine tasks and manage intricate financial advisory processes with precision.
Customize user access with flexible roles and permissions tailored to your firm's structure.
Elevate protection with strong security measures, strict compliance adherence, and enhanced data safety protocols.
How it works
Here’s how we scope, build, and deploy your solution in weeks—not months.
1
Kickoff in days
Meet with the Glide team and a handpicked agency partner to discuss your goals and receive a detailed project proposal.
2
Build in weeks
Your agency partner designs and builds your app, incorporating your feedback and providing updates with a Glide Customer Success Manager.
3
Launch and iterate whenever
We launch your fully tested custom app, providing ongoing maintenance and support throughout your app's lifecycle.
Glide is rated 4.7/5 stars on 600+ G2 reviews.
See what they're saying
Our team is your team
Glide Solutions is a new type of development partnership built for your success.
We make software simple
We carefully select the best Agency Partner for your project and provide milestones, check-ins, and support from start to finish.
We are masters of our craft
We leverage years of experience gained from helping 100,000+ companies build and scale custom software.
We work with top agencies
Many of the world's top agencies choose Glide to build apps, backed by a community of 4,500+ Experts.
Meet the companies working
more efficiently with Glide
See why they chose Glide
Mercury
“Thanks to our Glide app, we scaled the number of founders we work with by 5x.”
Read their story
CarboNet
“The enterprise management system we built with Glide has reduced our IT spend by 40%—and saves us dozens of hours each week.”
Read their story
Innovative Logistics Group
“Since adopting Glide, we doubled our carrier capacity and generated $1 million in new sales.”
Read their storyMercury
“Thanks to our Glide app, we scaled the number of founders we work with by 5x.”
Read their storyCarboNet
“The enterprise management system we built with Glide has reduced our IT spend by 40%—and saves us dozens of hours each week.”
Read their storyInnovative Logistics Group
“Since adopting Glide, we doubled our carrier capacity and generated $1 million in new sales.”
Read their storyCustom CRM Software for
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