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Glide Solutions

Custom Issue Tracking 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.

Get a quote

Glide Solutions

Custom Issue Tracking 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.

Get a quote
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Trusted by over 100,000 high-performing companies

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

Optimize issue resolution, manage client data, and monitor financial compliance with our tailored issue tracking solutions that simplify operations.

Get a quote

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 Issue Tracking Software—Your Way.

Centralized Hub

Centralize issue resolution, track progress with precision, and manage compliance—all from one integrated platform. Save time and increase accuracy.

Spreadsheets and Integrations

Integrate your spreadsheets and SQL databases for consistent, up-to-date issue tracking in your financial advisory operations.

Mobile responsive

Our software adapts fluidly to mobile, maintaining functionality across devices with no additional configuration needed.

Custom Workflows

Craft tailored workflows that match your firm's requirements, from simple automation to intricate financial processes.

Roles and permissions

Define access rights and manage user privileges with tailored roles and permissions settings.

Advanced Security

We ensure data protection with stringent security measures, aligning with top financial cybersecurity regulations.

Meet the customers working more efficiently with Glide

Momentum Leader
Best Results
Best Usability
Fastest Implementation (Enterprise)
High Performer (Enterprise)
Most Implementable
Users Love Us

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

Glide is rated 4.7/5 stars on 770+ 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.

Custom Issue Tracking Software for

Architects
Designers
Lawyers
Freelancers
Consultants
Sales Representatives
Recruiters
Small Business Owners
Nonprofit Managers
Marketing Professionals
Entrepreneurs
Property Managers
Event Planners
Account Managers
Accounting Firms
Advertising Agencies
Agencies
Agricultural Businesses
Appliance Repair Services
Auto Repair Shops
Automotive Businesses
Breweries
Business Analysts
Car Rental Services
Construction Companies
Construction Managers
COOs
Creative Agencies
Customer Service Managers
Customer Support Teams
Data Scientists
Digital Marketing Agencies
Distribution Centers
E-Commerce Businesses
E-Commerce Stores
Event Planning Services
Executives
Facility Managers
Food Delivery Services
Freelance Design Studios
General Contractors
Graphic Design Agencies
Healthcare Facilities
Hospitality Businesses
Hotels
HR Professionals
HVAC Services
Import/Export Businesses
Insurance Agencies
Interior Design Firms
IT Managers
IT Professionals
Law Firms
Legal Professionals
Logistics Companies
Logistics Coordinators
Manufacturers
Marketers
Marketing Teams
Moving Companies
Non-Profit Organizations
Nonprofits
Online Course Providers
Operations
Operations Managers
Politicians
Procurement Specialists
Product Developers
Product Managers
Project Managers
Property Management Companies
Quality Assurance Specialists
Real Estate Agencies
Real Estate Brokerages
Researchers
Retail Chains
Retailers
Risk Managers
Roofing Companies
RV Rental Services
Sales Teams
Schools
Senior Care Facilities
Service Providers
Service Technicians
Solar Panel Companies
Streaming Services
Supply Chain Managers
Support Specialists
Team Leaders
Tech Support Services
Telecommunications Companies
Transportation Companies
Warehouse Managers
Web Design Companies
Wholesale Distributors

Frequently asked questions

Track Issues, Optimize Advice, Elevate Finances. Get Started Now.

Glide turns spreadsheets into beautiful, intelligent apps.