Custom Survey 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 Survey Software
Our bespoke survey software caters specifically to Financial Advisory Firms, offering targeted solutions that generic applications fail to provide. With custom features designed for financial environments, our software enables firms to conduct incisive surveys, gather pertinent client data, and make informed decisions without the inconvenience of superfluous tools. Opt for precision and convenience with a solution tailored to your industry's unique needs.
Get the survey you need, tailored to the way Financial Advisory Firms work
Optimize client feedback collection, analyze financial trends, and enhance advisory services with our tailored survey solutions.
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 survey software
We combine our flexible no code platform with vetted agency partners to deliver professional custom survey software for Financial Advisory Firms, on time and on budget.
Financial Advisory Firms Survey Software—Your Way.
An all-in-one survey tool that has everything Financial Advisory Firms need.
Centralize client insights and financial trends, enabling quick retrieval and data-driven decision making.
Integrate your financial data directly from spreadsheets and SQL databases to keep your advisory tools current and accurate.
Our software naturally adapts for optimal display across all devices, making it convenient for you to access anywhere.
Craft tailored workflows to simplify your firm's unique processes, from routine data collection to intricate financial analyses.
Customize user access with flexible roles and permissions tailored to your firm's structure and privacy needs.
Elevate data protection with stringent security measures and adherence to financial industry compliance 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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