Custom Event Management 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 Event Management Software
Specialized event management software for Financial Advisory Firms transforms the way you organize, execute, and analyze your events. Unlike generic solutions, our custom platform caters specifically to the financial advisory sector, ensuring that every feature aligns with your unique business needs. It simplifies processes, enhances attendee engagement, and provides targeted insights, enabling a more effective and organized approach to event planning and management. Choose precision and convenience with software designed for your industry.
Get the event management you need, tailored to the way Financial Advisory Firms work
Optimize event planning, manage client engagement, and monitor financial metrics with our tailored event management solutions for advisory firms.
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 event management software
We combine our flexible no code platform with vetted agency partners to deliver professional custom event management software for Financial Advisory Firms, on time and on budget.
Financial Advisory Firms Event Management Software—Your Way.
An all-in-one event management tool that has everything Financial Advisory Firms need.
Centralize client events, schedules, and tasks for clear, quick access and improved operational fluency. Save time and reduce hassle.
Integrate spreadsheets and SQL databases to ensure consistent, up-to-date event management data across your software.
Our software adapts fluidly to mobile, displaying perfectly across all devices without additional configuration needed.
Craft tailored workflows to manage your firm's events, from simple scheduling to intricate multi-step processes.
Customize access through precise control of roles and permissions, ensuring secure and appropriate use of the platform.
We ensure data protection with stringent security measures and strict adherence to financial cybersecurity 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.
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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.”
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CarboNet
“The enterprise management system we built with Glide has reduced our IT spend by 40%—and saves us dozens of hours each week.”
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Innovative Logistics Group
“Since adopting Glide, we doubled our carrier capacity and generated $1 million in new sales.”
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