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
App Privacy
The developer, Pipe & Piper, has not provided details about its privacy practices and handling of data to Apple. For more information, see the developer’s privacy policy.
No Details Provided
The developer will be required to provide privacy details when they submit their next app update.
Information
- Seller
- Pipe & Piper Ltd
- Size
- 7.7 MB
- Category
- Finance
- Compatibility
-
- iPhone
- Requires iOS 11.0.0 or later.
- iPad
- Requires iPadOS 11.0.0 or later.
- iPod touch
- Requires iOS 11.0.0 or later.
- Mac
- Requires macOS 11.0 or later and a Mac with Apple M1 chip.
- Languages
-
English
- Age Rating
- 4+
- Copyright
- © Trailblazer
- Price
- Free