Glimzer x Sprint Enterprise: a live data feed for UK financial advice firms

By Glimzer and Sprint Enterprise Technology

Every UK financial advice firm faces the same problem. Client information sits in one system, while plan and valuation data sits in another. Keeping them in sync leads to manual data entry, duplicated work, and advisers switching between logins to find what they need.

We’ve teamed up to address this.

From today, Glimzer and Sprint Enterprise are connected by a live data feed via Sprint’s FINIO data hub. Financial advice firms can stop entering the same information twice, stop switching between systems for current valuations, and work from a single, up-to-date view of each client plan, with far less manual reconciliation.

The problem we’re tackling together

Ask any practice manager where their time goes and manual admin will be near the top. Plan valuations entered into spreadsheets. Provider data keyed into the CRM by hand. The same client details entered multiple times because different systems require them. Advisers logging into one tool to check a figure, then pasting it into another.

None of this is new. And none of it is really an adviser’s job. It’s what happens when systems that weren’t built to connect are expected to share client data.

The fix is simple in principle: connect the systems, let the data flow, and remove the need for manual workarounds. In practice, it requires two teams committed to building it properly. That’s what this partnership delivers.

What the integration does

FINIO is a data hub that provides a single integration point, covering multiple investment platforms – with data normalised, reconciled and enriched and acts as a conduit between software providers and financial advice firms. With this integration, that data now flows directly into Glimzer.

Advice firms can access the data they need without logging into another system, without relying on spreadsheets, and without uncertainty about whether the data is current.

Why we’re building this way

Glimzer’s approach to integrations is focused. We prioritise a small number of integrations that work well with high-quality partners, rather than building a long list that only partially works. The teams we integrate with need to share our focus on reliability, responsible data handling, clear support, and delivering real value to UK financial advice firms.

Sprint Enterprise Technology, the team behind FINIO, fits that approach. Their data hub is widely used across the UK advice market, and a data feed like this requires a partner who will build and support it properly. Working with Gary, Emma, and the wider Sprint team has been straightforward from the outset.

A bit about FINIO

FINIO is built by Sprint Enterprise Technology. It sits between UK investment platforms and the tools financial advice firms use, consolidating plan and valuation data from multiple providers into a single feed. Firms using FINIO benefit from one source of data that is normalised, reconciled and enriched that would otherwise need to be gathered from each platform separately.

A bit about Glimzer

Glimzer is a CRM and practice management platform built specifically for UK financial advice firms. The aim is simple: give firms their time back. Less admin, more time with clients. It’s built in the UK and designed around how advice firms actually work.

What Tom says

“Manual admin is one of the biggest time drains in any UK financial advice firm. Duplicate data entry, switching between systems to find a single number, and maintaining records manually all add up. Every hour spent on this is an hour not spent with clients. Partnering with FINIO was an obvious step. Dan, Gary, Emma, and the wider Sprint team have been great to work with and made the build process smooth.”

Tom Matthieson, Founder, Glimzer

What Gary says

“We’re pleased to welcome Glimzer into the FINIO ecosystem. We focus on working with partners who are building well-designed, practical tools for UK financial advice firms, and Glimzer fits that well. By connecting to FINIO, firms can access reliable, up-to-date investment data within their CRM, helping reduce manual work and improving day-to-day efficiency.”

Gary Shepherd, Business Development Director, Sprint Enterprise Technology

How to switch it on

If you’re a Glimzer customer already using FINIO, get in touch and they’ll guide you through enabling the feed for your firm.

If you’re a financial advice firm reviewing CRM options and want to see how Glimzer works, book a 30-minute call and they’ll walk you through it.