Trailblazer - IFA Tracking app for iPhone and iPad

4.4 ( 6544 ratings )

Utilities Finance
Developer: Pipe & Piper

Free

Current version: 1.5.1, last update: 9 months ago
First release : 15 Feb 2018
App size: 7.55 Mb

- The office and mobile management system supporting UK Financial Advisers
- Fully interactive Client Management System (CMS)
- The inclusion of this app allowing you to update your records whilst on the go
- Produces reports that can evidence compliance
- Records CPD, Annual Sustainability Assessment Report (ASAR) and client communication quickly and easily in real time
- Let Trailblazer Tracking help you take the strain out of MiFID II