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.

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.

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