App: Completing a Client Review

https://www.youtube.com/watch?v=W9As6Dhtszo

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

 

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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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