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Trailblazer - IFA Tracking

- The office and mobile management system supporting UK Financial Advisers

- The office and mobile management system supporting UK Financial Advisers

Trailblazer - IFA Tracking

by Pipe & Piper
Trailblazer - IFA Tracking
Trailblazer - IFA Tracking
Trailblazer - IFA Tracking

What is it about?

- The office and mobile management system supporting UK Financial Advisers

Trailblazer - IFA Tracking

App Details

Version
1.3.1
Rating
NA
Size
7Mb
Genre
Finance Utilities
Last updated
March 1, 2019
Release date
February 15, 2018
More info

App Screenshots

Trailblazer - IFA Tracking screenshot-0
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App Store 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

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