Grow your financial advice business,

Software & Aggregation for New Zealand’s top mortgage and insurance advisers

Why use Trail?

cloud 1 cloud 2 cloud 3
Trail Software
Trail Software

Creating more productive advisers, and happier clients.


Less time on admin

Take the hard work out of running an advice business.


Better quality advice

Improve customer outcomes by delivering quality advice, fast.


Improved profitability

Become a more productive adviser, and grow a more valuable business.

Effortless Technology

Market leading software for mortgage, insurance, and investment advisers to run their businesses more effectively online.

Trail CRM
Online support

Fanatical Aggregation & Adviser Support

Aggregation and adviser support to help you provide a higher level of service to your clients. We’re the experts in supporting the growth of advisers in New Zealand.


Understand your compliance obligations

Ready yourself for the future of financial services.

Want to learn more about your obligations in the new regulatory regime?


“Moving my company to Trail has been one of my best decisions. It has allowed us to be more productive than I could imagine which means more applications per month.”

Rupert Gough's Name

Mortgage Lab

Rupert Gough

Join New Zealand’s top advisers using Trail to run their business.

Use Trail risk-free for 60 days

If you’re not happy Trail is set up and working effectively for your business within 60-days, we’ll refund you your first 2-months of membership, no questions asked.

Dedicated Support

Safe & Secure

Effortless Software

© 2019 - Trail Limited. All rights reserved

Request a Demo

Learn how Trail can help you spend less time on admin, and more time on advice.

Mortgage Advice
Insurance Advice
KiwiSaver Advice
Investment Advice