When a software provider needs to bring investment data into their system, there are two options. Build direct connections to each UK investment platform – each with its own format, feed schedule and quirks, or use a single integration via a data hub.
Building direct means maintaining multiple integrations, handling different data formats, and managing reconciliation across every connection. It’s a significant engineering commitment, and it grows with every investment platform added. For a CRM or advice tool focused on doing one thing well, it can pull focus away from the core product.
Our FINIO data hub removes that overhead. It connects to over 20 UK investment platforms and delivers clean, normalised and reconciled data through a single integration point. Software providers build once to FINIO to gain access to data from across the market in a standard format.
Today, Glimzer, a CRM and practice management platform built for UK financial advice firms, joins the FINIO ecosystem.
What this means for advice firms
For firms using both FINIO and Glimzer, plan and valuation data now flows directly into the CRM. Advisers can see current holdings and valuations within the system they already use to manage client relationships without logging into separate tools, without manual re-keying, and without uncertainty over whether the data is up to date.
Build once, connect to many
FINIO sits between UK investment platforms and the software providers that serve advice firms. It takes data from multiple investment platforms, each with its own structure and delivery method and converts it into a single, consistent format. The data is normalised, reconciled and enriched before it reaches the downstream system.
For a software provider like Glimzer, one integration replaces what would otherwise be dozens of individual platform connections. There’s no need to handle raw data from each provider, manage format differences, or build a separate reconciliation layer.
“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 Sprint Enterprise and their FINIO data hub was an obvious step. Gary, Emma, and the wider Sprint team have been great to work with and made the build process smooth.”
Tom Matthieson, Founder, Glimzer
“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
About Glimzer
Glimzer is a CRM and practice management platform built specifically for UK financial advice firms. Its 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.
Get connected
If your firm already uses FINIO and you’re exploring CRM options, Glimzer is now fully connected to your data. Get in touch with the Glimzer team to see the integration in action.
If you’re a software provider looking to bring clean, reconciled investment data into your system without building connections to every platform individually, get in touch with the Sprint team to learn more about the FINIO ecosystem.
