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.

More By This Developer

Medical
Health & Fitness
Business
Business
Business
Utilities

You Might Also Like

Finance
Finance
Finance
Finance
Finance
Finance