Data that Trailblazer holds can be accessed quickly and easily in report form.
Any notes taken in the system have a date and timestamp that can’t be edited.
Managers can periodically review communications in relation to MiFID II, with automatic calendar reminders.
MiFID II stipulates that client communication which includes advice that could lead to a purchase must be recorded.
The retention period required for communication recordings is a minimum 5 years – Trailblazer Tracking holds for a lifetime.