Trailblazer - IFA Tracking 4+
Pipe & Piper
Designed for iPad
-
- Free
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 1.5.0
- Added new mortgage fields to contact
- Fixed styling issues with header/footer floating over content
- Improved app responsiveness on form elements
Information
- Seller
- Pipe & Piper Ltd
- Size
- 7.7 MB
- Category
- Finance
- Compatibility
-
Requires iOS 11.0.0 or later. Compatible with iPhone, iPad, and iPod touch.
- Languages
-
English
- Age Rating
- 4+
- Copyright
- © Trailblazer
- Price
- Free
Supports
-
Family Sharing
With Family Sharing set up, up to six family members can use this app.