Trailblazer Tracking
HQ Address
35 Carlton Road, Worksop, England, S80 1PD, United Kingdom
Website Address
Business introduction
The unique app helping financial advisers and networks comply with MiFID II and efficiently advise clients
In partnership with an award-winning IT development business, Trailblazer was created by financial advisers for financial advisers
The team behind Trailblazer includes Nigel Ruff, Marcus Horne, Peter Greaves, Gregg Bartram, and Martin Hibbert, and has well over 25 years’ financial services experience. Additional experience gained within the NHS on compliance with regulatory requirements and auditable data reporting have further helped Trailblazer’s development.
As practicing advisers, we understand the compliance challenges you face. We have travelled the same challenging regulatory journey as you. We believe that regulatory change will be with us for the foreseeable future, at the forefront of which is MiFID II and the burden it places on advisers and their business.
Furthermore, being able to demonstrate delivery of the service your clients pay for will become increasingly relevant.
We are proud to have develop an app which will help users comply with the regulatory burden placed on them by MiFID II, while demonstrating ongoing service and helping to track CPD. Furthermore, we also believe Trailblazer will ultimately increase the value of the businesses which adopt it.
Trailblazer Tracking Solutions
Trailblazer Tracking
The app enables on-the-go access to client information, the ability to record outputs from client meetings, telephone conversations can be noted in the contact area, and an auditable messaging service is available all of which will help to comply with the new requirements of MIFID ll. By providing client information or......
