價格：免費
更新日期：2019-03-01
檔案大小：7.3 MB
目前版本：1.3.1
版本需求：需要 iOS 9.0 或以上版本。與 iPhone、iPad 及 iPod touch 相容。
支援語言：英語
- 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
支援平台：iPhone, iPad