Apps » Trailblazer - IFA Tracking

Trailblazer - IFA Tracking

1.5.1 for iPhone, iPad
Free
0

0 Ratings

Update Date

2023-05-05

Size

7.5 MB

Screenshots for iPhone

iPhone
Trailblazer - IFA Tracking 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
Trailblazer - IFA Tracking 1.5.1 Update
2023-05-05
- Bug fixes
More Information
Price:
Free
Version:
1.5.1
Size:
7.5 MB
Genre:
Utilities
Update Date:
2023-05-05
Developer:
Pipe & Piper
Language:
English
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Safe to Download

AppPure.com and the download link of this app are 100% safe. The download link of this app will be redirected to the official App Store site, thus the app is original and has not been modified in any way.

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1.5.1 2023-05-05
- Bug fixes
1.5.0 2020-08-11
- Added new mortgage fields to contact
- Fixed styling issues with header/footer floating over content
- Improved app responsiveness on form elements
1.4.2 2019-09-13
Improved sync stability and performance
1.3.1 2018-02-15
Fixed several styling issues