Trailblazer Tracking

- 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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What's New

- Added additional contact mortgage fields
- Fixed several UX issues
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Additional Information

Updated
July 15, 2020
Size
3.1M
Installs
10+
Current Version
1.5.0
Requires Android
4.4 and up
Content Rating
Everyone
Interactive Elements
Shares Location
Permissions
Offered By
Pipe & Piper
Developer
Control Tower, Sheffield Business Park, S9 1XZ
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