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.

Custom Event Management software for Financial Advisory Firms

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

Optimize event planning, manage client engagement, and monitor financial metrics with our tailored event management solutions for advisory firms.

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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 Event Management Software—Your Way.

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.

Meet the customers working more efficiently with Glide

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Best Results
Best Usability
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.

See what they're saying

Glide is so satisfying to use that you'll want to implement it in everything you do.

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.

Frequently asked questions

Transform your financial events with intuitive management software.

Glide's mission is to put the power, beauty, and magic of software development into the hands of a billion new creators. Join Us