Trailblazer - IFA Tracking
1.4.2
- 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
- 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
Celkové hodnocení
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Souhrnné informace o Trailblazer - IFA Tracking
-
Verze programu
1.4.2 -
Autor
-
Potřeba instalace
ano -
Velikost souboru
7,09 MB -
Systémové požadavky
Aplikace pro: iPhone, iPad -
Jazyk
- Angličtina
-
Staženo
0× celkem
0× tento měsíc -
Poslední aktualizace
16. 10. 2019
