Trailblazer Tracking
The unique app helping financial advisers and networks comply with MiFID II and efficiently advise clients.
Built by financial advisers, for financial advisers.
The perfect solution to help sole practitioners, multi-adviser firms and networks remain compliant with MiFID II.
Update your records on-the-go, 24/7 and in real-time via our highly-secure mobile app for smartphones and tablets.
Manage client communication, regular servicing, Annual Suitability Assessments and CPD quickly and in real-time.
Quickly and easily generate reports evidencing compliance with your data stored securely and accessible 24/7.
The Trailblazer App is available to download now from either the Google Play Store or the Apple App Store.
Our CMS for managing users, clients, audit trail data, and seeing KPI’s is accessible through any desktop or mobile device with an internet connection. The CMS is best viewed in the Google Web Browser.
For more information or to request a demo, please get in touch.