Grow your financial advice business,
Effortlessly
Software & Aggregation for New Zealand’s top mortgage and insurance advisers
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.
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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.
LEARN MOREUnderstand your compliance obligations
Ready yourself for the future of financial services.
Want to learn more about your obligations in the new regulatory regime?
READ OUR EBOOK
Empowering financial advisers
to do their best work
Software tailored to the type of advice you deliver
“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.”
Mortgage Lab
Join New Zealand’s top advisers using Trail to run their business.
