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 data remotely through the app, this allows financial advisers to build an audit trail demonstrating compliance with the service level agreements in place, thereby protecting client relationships and trail income.

All of the features of the app have been built by practicing financial advisers operating successfully in the UK today. The app offers the ability to manage your client contact requirements to suit you and your business. The app can note client communication, CPD and Annual Suitability Assessment Reports (ASAR) quickly and easily in real time.

Each license holder will automatically have dual access allowing admin support that will help with the day to day management of the key features within Trailblazer.