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
Optimize client relationships, financial portfolio management, and performance metrics with tailored CRM solutions for Financial Advisory Firms. Simplify complexity with precision.
Get a 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.
Centralized Hub
Centralize client data and financial tools, optimizing information retrieval and process coordination.
Spreadsheets and Integrations
Integrate your spreadsheets and SQL databases to ensure consistent, up-to-date financial data across your software systems.
Mobile responsive
Our CRM adapts smoothly to mobile devices, maintaining optimal functionality and aesthetics with no additional work needed.
Custom Workflows
Craft tailored workflows to automate routine tasks and manage intricate financial advisory processes with precision.
Roles and permissions
Customize user access with flexible roles and permissions tailored to your firm's structure.
Advanced Security
Elevate protection with strong security measures, strict compliance adherence, and enhanced data safety protocols.
15x
field technician efficiency
Lonestar’s app gives 100+ field technicians instant access to tools and data on-site
20hrs
saved per week
Innovative Logistics Group built an AI logistics app that helps dispatchers work faster
750%
revenue growth
yetipay’s apps let field reps close deals, sign contracts, and easily manage commissions
“Glide revolutionized the way my team works and collaborates.”
Glide is rated 4.7/5 stars on 700+ G2 reviews.
See what they're sayingOnce you start using Glide, you'll want to implement it into everything that you do because it's so satisfying.
Adam S.
With or without technical knowledge, Glide allows anyone to build exactly what they need.
Nick D.
Glide is infinitely adaptable to different use cases, and I've only just begun to tap them.
John M.