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 talent acquisition, develop staff skills, and monitor performance metrics with our custom software tailored for Financial 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 data and workflows in a single, accessible location for swift information retrieval and decision-making.
Spreadsheets and Integrations
Integrate spreadsheets and SQL databases to ensure consistent, up-to-date data across your financial advisory software.
Mobile responsive
Our software adapts fluidly to mobile, displaying perfectly across devices for convenient on-the-go talent management.
Custom Workflows
Craft tailored workflows to simplify routine tasks or intricate financial advisory processes.
Roles and permissions
Define user access with flexible roles and permissions tailored to your firm's structure and privacy needs.
Advanced Security
We ensure data safety through 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 sayingGlide 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.