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: 10 months agoFirst 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