Custom Issue Tracking 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 Issue Tracking Software
Specialized issue tracking software for Financial Advisory Firms transforms the way you manage inquiries and operational challenges. Unlike generic platforms, our tailored solution addresses the unique regulatory and compliance needs specific to financial advisors, enabling more efficient resolution of issues and enhancing client satisfaction. Experience a system explicitly designed for the intricacies of your industry, ensuring clarity and precision in every aspect of issue management.
Get the issue tracking you need, tailored to the way Financial Advisory Firms work
Optimize issue resolution, manage client data, and monitor financial compliance with our tailored issue tracking solutions that simplify operations.
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 issue tracking software
We combine our flexible no code platform with vetted agency partners to deliver professional custom issue tracking software for Financial Advisory Firms, on time and on budget.
Financial Advisory Firms Issue Tracking Software—Your Way.
An all-in-one issue tracking tool that has everything Financial Advisory Firms need.
Centralize issue resolution, track progress with precision, and manage compliance—all from one integrated platform. Save time and increase accuracy.
Integrate your spreadsheets and SQL databases for consistent, up-to-date issue tracking in your financial advisory operations.
Our software adapts fluidly to mobile, maintaining functionality across devices with no additional configuration needed.
Craft tailored workflows that match your firm's requirements, from simple automation to intricate financial processes.
Define access rights and manage user privileges with tailored roles and permissions settings.
We ensure data protection with stringent security measures, aligning with top financial cybersecurity regulations.
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.
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more efficiently with Glide
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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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