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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
API Access
Has API
Screenshots View All
No images available
Integrations
Gmail
Google Drive
Microsoft Outlook
Slack
Summit
Zoom
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$129 (one-time)
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
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
Authentication
Auto Reminders
Customizable Templates
Document Analytics
Mobile Signature
Multi-Party Signing
Progress Tracking
Task Progress Tracking
Forms Automation
Approval Process Control
Archiving & Retention
Collaboration
Document Indexing
Drag & Drop
Full Text Search
Remote Document Access
Rules-Based Workflow
Text Editing
Version Control
Real Estate Agency
Calendar Management
Client / Property Matching
Client Database
Commission Management
Contact Management
Contract Management
Email Marketing
Flyer / Catalog Printing
Lead Management
Listing Management
Property Database
Website Management