Trail for Investment Brokers
Trail makes it easy for Mortgage & Insurance
Brokers to advise
clients on
Investments Prodcuts
Manage investment product details
Store product details
Trail will store your client's information on investment products, including retirement and managed funds.
Leverage existing client information
Working with a client's information in order to properly advise them on the correct investments for their unique situation is a breeze in Trail.
View your investment book
You can view all of your client’s investment products in a useful format so you can track the growth of your business.
Online document storage
Easily store important client documents against their profile in Trail, and manage them whenever you need to.
Email integration
Our two-way integration with Gmail and Outlook automatically saves all of your emails into the right client profile, keeping you compliant. You can also send key communications from Trail, using your connected email address automatically.