The Single Source of TruthSimplifying Wealth Management
Glynac unifies your CRM systems, portfolio management platforms, custodians, email, and messaging apps into one intelligent workspace. Ask questions in plain English, get instant answers, and let AI handle the busywork.
One Question. Every Answer.
Glynac is the AI data layer for wealth management. Instead of replacing your CRM systems, portfolio management platforms, custodians, email, or messaging apps, we integrate them into one intelligent workspace. Advisors can ask plain-English questions and Glynac delivers instant answers across all your systems.
With automated onboarding, real-time data sync, and compliance logs generated in the background, Glynac reduces administrative work by 40%, minimizes risk, and lets teams focus on clients instead of paperwork.
40%
Less admin work
100%
Compliance coverage
Real-time
Data synchronization
Ask. Get Answers. Move On.
Natural conversations with your data — no training required
Anthony
Billing Agent
Built for Advisors
Everything you need to work smarter, not harder
Smart Integration
Connect all your wealth management systems seamlessly. Glynac works with what you already use, no migration needed.
Compliance First
Automated compliance logs and audit trails keep you protected. Stay compliant without the manual work or stress.
Instant Answers
Ask questions in plain English. Get answers from all your systems in seconds, not hours. No more switching between apps.
Get Early Access
Join other wealth managers using Glynac to save hours per week and reduce compliance risk. Fill out the form and our team will be in touch.