The Trailblazer Tracking app and client management system allows firms to record, view and track client contact, upcoming service reviews, Annual Suitability Assessments and CPD. The system will also show users key information and their progress towards goals.

Advisers can login for FREE to access our detailed analysis, key functionality and supplier contact details.

KEY FUNCTIONALITY

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NUMBER OF FIRMS, USERS & KEY ACCOUNTS

May be available on request.

 

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