Custom Dashboard 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.

Custom Dashboard software for Financial Advisory Firms

Trusted by over 100,000 high-performing companies

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Get the dashboard you need, tailored to the way Financial Advisory Firms work

Optimize client management, financial tracking, and KPI insights with tailored dashboard solutions that simplify your workflow.

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Fully Managed Service

Glide partners with your team from scoping to rollout, ensuring regular check-ins and communication throughout the process.

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.

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.

Glide apps are beautiful and easy-to-use on mobile and desktop—ensuring your users will love their experience on any device.

Financial Advisory Firms Dashboard Software—Your Way.

Centralized Hub

Centralize financial insights and workflows in a single, accessible location for quick and efficient data management.

Spreadsheets and Integrations

Integrate your spreadsheets and SQL databases to ensure consistent, up-to-date financial data across your software systems.

Mobile responsive

Our software naturally adapts for optimal viewing across all devices, making mobile access simple and reliable.

Custom Workflows

Craft tailored workflows to simplify your firm's unique processes, from basic automation to intricate financial tasks.

Roles and permissions

Customize user access with flexible roles and permissions tailored to your financial advisory firm's hierarchy.

Advanced Security

Elevate protection with top-tier encryption, strict compliance adherence, and constant cybersecurity updates.

Meet the customers working more efficiently with Glide

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Fastest Implementation (Enterprise)
Users Love Us

“Glide revolutionized the way my team works and collaborates.”

Glide is rated 4.7/5 stars on 700+ G2 reviews.

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Once 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.

Custom Dashboard Software for

E-Commerce Stores
Automotive Businesses
Executives
Recruiters
Construction Companies
Fitness Centers
Real Estate Brokerages
E-Commerce Businesses
Project Managers
Property Managers
Recruitment Agencies
Solar Panel Companies
Web Design Companies
COOs
SDRs
Logistics Coordinators
Law Firms
Account Managers
Politicians
Real Estate Agents
Creative Agencies
Non-Profit Organizations
Sales Teams
Sales Representatives
Farms
Transportation Companies
Support Specialists
Researchers
Distribution Centers
Business Analysts
Insurance Agents
Property Management Companies
IT Managers
Schools
Service Providers
Financial Analysts
Agricultural Businesses
Event Planning Services
Motels
Event Planners
Import/Export Businesses
Retail Clothing Stores
Grocery Stores
Interior Design Firms
Online Course Providers
Breweries
Healthcare Facilities
Accounting Firms
Procurement Specialists
Warehouse Managers
Wedding Planning Services
Bed And Breakfasts
Freelancers
Home Improvement Contractors
Health And Wellness Spas
Risk Managers
Construction Managers
Real Estate Agencies
Manufacturers
Mortgage Brokers
Staffing Agencies
Quality Assurance Specialists
Senior Care Facilities
Retail Chains
IT Professionals
Graphic Design Agencies
Healthcare Professionals
Art Galleries
Customer Support Teams
HR Professionals
Roofing Companies
Team Leaders
Nonprofits
Wholesale Distributors
Advertising Agencies
Operations Managers
Doctors
HVAC Services
Car Dealerships
Hotels
Veterinary Clinics
Data Scientists
Customer Service Managers
Product Developers
Self-Storage Facilities
Entrepreneurs
Service Technicians
Accountants
Streaming Services
Marketing Teams
Moving Companies
Real Estate Developers
General Contractors
Agencies
Marketing Professionals
RV Rental Services
Facility Managers
Supply Chain Managers
Coaches
Consultants
Clothing Boutiques
Operations
Product Managers
Digital Marketing Agencies
Freelance Design Studios
Tech Support Services
Sales Managers
Logistics Companies
Designers
Restaurant Owners
BDRs
Auto Repair Shops
Legal Professionals
Car Rental Services
Wholesalers
Small Business Owners
Retailers
Hospitality Businesses
Marketers
Architects
Telecommunications Companies
Food Delivery Services
Mortgage Brokerages
Nonprofit Managers
Appliance Repair Services
Marketing Directors
Insurance Agencies
Restaurants

Frequently asked questions

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