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Description
Quick, straightforward, secure, and designed for mobile use. Favored by countless agents, brokers, and transaction coordinators throughout California. Create listing agreements, disclosures, amendments, and more while on the move using your mobile device. Utilize Glide's clause manager to insert default values into both individual and brokerage forms. Simplify disclosures with an intuitive TurboTax-style interface, targeted assistance content, and comprehensive compliance checks. Oversee signatures across various transactions from a single, user-friendly interface. Our solution supports upwards of 60,000 real estate professionals handling over $100 billion in home sale transactions annually. Agents appreciate Glide for its commitment to simplifying their workflows, enabling them to provide exceptional customer service, maintain compliance, and expand their businesses effectively. With our platform, they can enhance their efficiency and focus on what matters most: their clients.
Description
GlidePath Money is a desktop application designed with a local-first approach, catering to the financial planning needs of both individuals and small businesses by offering tools for tracking net worth, managing cash flow, generating retirement Monte Carlo simulations, analyzing Social Security options, strategizing Roth conversions and tax brackets, estimating ACA subsidies, and planning debt repayment; it also includes a comprehensive suite for small businesses that features Schedule C forms, invoice and estimate generation, depreciation tracking, mileage logging, and an accountant export package. A standout feature of this software is its avoidance of bank aggregation, allowing users to import their own CSV or PDF financial statements, thereby eliminating the need for a cloud account and ensuring that by default, all data remains on the user's machine—only select features, like encrypted phone synchronization, ticker symbol price look-ups, and the Glide explainer, transmit any information, and even then, users' balances are never uploaded. Each numerical entry transparently displays its underlying assumptions and calculations, empowering users with a clear understanding of their financial data. The application is offered as a desktop license, meaning that once purchased, it is permanently owned by the user without any mandatory subscription fees; however, there is an optional annual plan available for those who wish to receive updates and new tax regulations. Compatible with Windows, macOS, and Linux, GlidePath Money emphasizes user security and privacy while providing robust financial management tools. This makes it an excellent choice for anyone seeking to take control of their financial situation without reliance on cloud services.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Integrations
Gmail
Yes
Google Drive
Yes
Microsoft Outlook
Yes
Slack
Yes
Summit
Yes
Zoom
Yes
Integrations
Gmail
No
Google Drive
No
Microsoft Outlook
No
Slack
No
Summit
No
Zoom
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$129 (one-time)
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
No
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
Yes
Linux
Yes
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Glide
Founded
2017
Country
United States
Website
www.glide.com
Vendor Details
Company Name
QuickTech LLC
Founded
2019
Country
United States
Website
glidepathmoney.com
Product Features
Digital Signature
Audit Trail
No
Authentication
No
Auto Reminders
No
Customizable Templates
No
Document Analytics
No
Mobile Signature
No
Multi-Party Signing
No
Progress Tracking
No
Task Progress Tracking
No
Forms Automation
Approval Process Control
No
Archiving & Retention
No
Collaboration
No
Document Indexing
No
Drag & Drop
No
Full Text Search
No
Remote Document Access
No
Rules-Based Workflow
No
Text Editing
No
Version Control
No
Real Estate Agency
Calendar Management
No
Client / Property Matching
No
Client Database
No
Commission Management
No
Contact Management
No
Contract Management
No
Email Marketing
No
Flyer / Catalog Printing
No
Lead Management
No
Listing Management
No
Property Database
No
Website Management
No
