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 1.5.1
- Bug fixes
App Privacy
The developer, Pipe & Piper, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.
Data Not Collected
The developer does not collect any data from this app.
Privacy practices may vary, for example, based on the features you use or your age. Learn More
Information
- Seller
- Pipe & Piper Ltd
- Size
- 7.9 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 or later.
- Apple Vision
- Requires visionOS 1.0 or later.
- Languages
-
English
- Age Rating
- 4+
- Copyright
- © Trailblazer
- Price
- Free