Video tutorials

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.

CMS for IFA: Importing Your Own Contacts

Understand how to upload your own contacts into Trailblazer.

CMS for IFA: Contacts

Understand how to manage your contacts within the Client Management System.

CMS for IFA: Calendar

Learn more about how advisers can use the Client Management System to manage their diary.

App: Upcoming Service & ASARs

Discover how the app can help you deliver annual suitability assessments on time, every time.

App: Receiving Messages

Learn more about how to receive messages in the Trailblazer app and the communication benefits it brings.

App: Overview

Discover more about the key features and benefits of the Trailblazer app.

App: Expenses

Understand how the app can be used to keep on top of your expenses claims.

App: Recording CPD

Learn how the app makes recording CPD on the move easy and simple.

App: Managing Contacts

Discover more about managing your contacts in the Trailblazer app.

App: Completing a Client Review

Learn how to mark a client's review as completed in the app.

App: Calendar and Appointments

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

CMS: A Practice Managers guide to importing contacts

Learn how practice managers can easily and quickly import an adviser's contacts.

CMS: Setting up your Practice

Learn how to set up your business and advisers on the app.

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