Custom Workflow Automation 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 Workflow Automation Software
Optimize your financial services with our customized workflow automation software, designed specifically for Financial Advisory Firms. Our tailored solutions address unique challenges, ensuring precision and efficiency in your day-to-day operations. Unlike generic software, our platform adapts to your firm's methods, delivering a competitive edge through intelligent automation. Elevate your practice with technology that fits like a glove.
Get the workflow automation you need, tailored to the way Financial Advisory Firms work
Automate client management, compliance tracking, and financial reporting with tailored tools that simplify your advisory firm's 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 workflow automation software
We combine our flexible no code platform with vetted agency partners to deliver professional custom workflow automation software for Financial Advisory Firms, on time and on budget.
Financial Advisory Firms Workflow Automation Software—Your Way.
An all-in-one workflow automation tool that has everything Financial Advisory Firms need.
Centralize client data and automate tasks with precision, ensuring efficient information management and access.
Integrate your spreadsheets and SQL databases for consistent, up-to-date financial data across your software systems.
Our software adapts fluidly to mobile, presenting your tools elegantly across devices without additional adjustments needed.
Craft tailored workflows that support your finance advisory firm, from simple automation to intricate process management.
Define user access with flexible roles and permissions tailored to your firm's structure.
We ensure data protection with stringent security measures, adherence to financial cyber regulations, and continuous monitoring.
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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