Trailblazer - IFA Tracking

Free

1.5.1for iPhone, iPad and more

Pipe & Piper

Developer

7.9 MB

Size

May 5, 2023

Update Date

Finance

Category

Age Rating

App Store Developer Website

Age Rating

Apps in this category do not contain restricted content.

Apps in this category may contain mild or occasional cartoon, fantasy or real-life violence, as well as occasional or mild adult, sexually suggestive or horrifying content and may not be suitable for children under 9 years of age.

12+

Apps in this category may contain occasional mild indecent language, frequent or intense cartoon or real-life violence, minor or occasional adult or sexually suggestive material, and simulated gambling, and may be for children under 12 years of age.

17+

You must be at least 17 years old to access this App.

Apps in this category may contain frequent and intense offensive language; Frequent and intense cartoon, fantasy or realistic violence: frequent and intense adult, scary and sexually suggestive subjects: as well as sexual content, nudity, tobacco, alcohol and drugs, may not be suitable for children under 17 years of age.

Trailblazer - IFA Tracking Screenshots

iPad

iPhone

About Trailblazer - IFA 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

What's New in the Latest Version 1.5.1

Last updated on May 5, 2023

Old Versions

- Bug fixes

Version History

1.5.1

May 5, 2023

- Bug fixes

1.5.0

Aug 11, 2020

- Added new mortgage fields to contact
- Fixed styling issues with header/footer floating over content
- Improved app responsiveness on form elements

1.4.2

Sep 13, 2019

Improved sync stability and performance

1.4.1

Aug 1, 2019

- Updated user cpd form to allow download of PDF cpds

1.4.0

Jul 10, 2019

- Small fixes to UI
- Bug fixes regarding appointment dates
- Fixed sync issue
- Added new fields for User CPD

1.3.1

Mar 1, 2019

Fixed several styling issues

1.3.0

Jan 18, 2019

- Fixed login form errors
- Improved app security features & obfuscation

1.2.9

Jan 16, 2019

- iPhone X related bug fixes

1.2.8

Jan 10, 2019

- Fixes to API URL

1.2.6

Jan 9, 2019

- Fixed issues with forms on iPhone X

1.2.4

Dec 21, 2018

- removed geolocation permissions and function
- added jailbreak app detection

1.2.3

Dec 17, 2018

- Improved account security increasing PIN length to 6 digits
- Calendar UI tweaks and improvements
- Fixed calendar bug where in some instances user was unable to cycle back to previous months

1.2.2

Dec 1, 2018

- Calendar fixes
- Apt fixes

1.2.0

Nov 7, 2018

- Calendar fix and improvement

1.1.9

Nov 2, 2018

Bug fixes and improvements

1.1.8

Nov 1, 2018

- Various fixes and improvements