RegTech Systems
Advice Tech Hub Home

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.

Login or Register

KEY FUNCTIONALITY

This content is restricted

NUMBER OF FIRMS, USERS & KEY ACCOUNTS

May be available on request.

 

OTHER PRACTICE AREAS:

INSIGHTS:

Adviser Tech & AI – Everyone You Need to Know

Read More

WEALTH PRACTICE MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: CREATIVE TECHNOLOGIES – ENABLE

Read More

CLIENT PORTALS SUPPLIER/SOFTWARE: Benchmark Capital – Wealth Platform

Read More

Business Performance & Operational Management Supplier/Software: The Pension Lab

Read More

FINANCIAL PLANNING, CASH FLOW MODELLING & RETIREMENT PLANNERS SUPPLIER/SOFTWARE: EVPro Goal

Read More

RISK PROFILING/RISK PROFILING SUITABILITY TOOLS SYSTEMS SUPPLIER/SOFTWARE: EVPro Risk

Read More

CLIENT PORTALS SUPPLIER/SOFTWARE: FinCalc

Read More

Wealth Practice Management Systems Supplier/Software: futureform

Read More

FINANCIAL PLANNING, CASH FLOW MODELLING & RETIREMENT PLANNERS SUPPLIER/SOFTWARE: FinCalc

Read More

Artificial Intelligence – AI Tools & Services – Paradino

Read More
RegTech Systems
Advice Tech Hub Home