Screenshots

Description

- 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

What's New

Version 1.0.6

- Various bug fixes and improvements

Information

Seller
Pipe & Piper Ltd
Size
6.8 MB
Category
Finance
Compatibility
Requires iOS 9.0 or later. Compatible with iPhone, iPad, and iPod touch.
Languages
English
Age Rating
Rated 4+
Copyright
© Trailblazer
Price
Free

Supports

  • Family Sharing

    With Family Sharing set up, up to six family members can use this app.

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