App: Calendar and Appointments

Understand how advisers can use the app to manage their daily meetings.


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CMS: Additional Features for the Practice Manager

Learn more about the features specifically for practice managers.

CMS for IFA: Messages

Discover how the Trailblazer messaging system works and how it helps financial advisers.

CMS for IFA: Overview

Learn about the Client Management System, and how it helps you deliver a more efficient and compliant service.

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