Custom Event Management 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.
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 event planning, manage client engagement, and monitor financial metrics with our tailored event management solutions for advisory firms.
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 events, schedules, and tasks for clear, quick access and improved operational fluency. Save time and reduce hassle.
Spreadsheets and Integrations
Integrate spreadsheets and SQL databases to ensure consistent, up-to-date event management data across your software.
Mobile responsive
Our software adapts fluidly to mobile, displaying perfectly across all devices without additional configuration needed.
Custom Workflows
Craft tailored workflows to manage your firm's events, from simple scheduling to intricate multi-step processes.
Roles and permissions
Customize access through precise control of roles and permissions, ensuring secure and appropriate use of the platform.
Advanced Security
We ensure data protection with stringent security measures and strict adherence to financial cybersecurity 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.