Trail will store your client's information on investment products, including KiwiSaver and managed funds.
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.
You can view all of your client’s investment products in a useful format so you can track the growth of your business.
Easily store important client documents against their profile in Trail, and manage them whenever you need to.
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.