Trail’s pricing supports advisers looking to scale their business. As you add more advisers, the price of Trail per adviser falls.
Are you a member of Kepa, Newpark, mySolutions, Plus 4, The Answers, or New Zealand Mortgage Association? Get a further discount on your Trail subscription.
At Trail, we recognise the importance of supporting advisers with different business structures. Assistants/admins only cost a fraction of the price when compared to an adviser.
Each module is offered independently, so you can choose what fits best for your business. Pay for what brings your business value, and nothing more.
If you want to work with the best, you’re in the right place. All of Trail’s income is reinvested into developing the product, which we are passionate about shaping to the benefit of the industry as a whole. The average return on investment for our clients is usually three to six times what they invest into the software. There's no better investment you can make for your business than in more effective online tools that produce more sales opportunities and free up your time.
Trail takes away the pain of delivering advice online, and we saw the results first-hand in our own business. We’re rolling the product out to the market in an effort to help more Kiwi's get the level of service they deserve from New Zealand’s financial advisers, who are already as a whole offering great advice. Unlike our competitors, we aren’t tied to any incumbents in the market, and don’t have affiliations with any lenders. Our core competency is in providing you with the best software and support in the market to run your advice business. This focus has delivered great results for advisers who are currently using our software.
At Trail, we’re so confident you’ll see value from our software, we’re willing to give you a 60-day money back guarantee. That’s right - use Trail for 60-days, and if you’re not seeing the benefit, we’ll give you a full refund. All you need to do is call us, and we’ll refund every dollar immediately.