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
Price
Free

Supports

  • Family Sharing

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

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