Conquer admin overload with
tailored advice software
Grow a profitable and streamlined advice business
Software your clients will love
Everything available online
Whether you deal with your clients in person or online, Trail has streamlined all of the key interactions between you and your clients.
Branded to your business
Trail is branded to your business, keeping you front of mind with your clients.
Desktop, tablet & mobile friendly
Clients can interact with you through Trail from the comfort of their own home, or when they’re on the go through their mobile device.
Online document requests
Trail makes it easy to gather and manage supporting documents online, safely and securely.
Make your sales efforts go further and convert faster
Keep sales progress front of mind
Trail makes it easy to assign leads, and track the progress of opportunities assigned your brokers.
Effectively manage your team of brokers
Create teams of brokers, assign specific responsibilities to assistants, manage your business and protect your data.
Track key metrics to improve your team’s performance
Trail provides reporting across key sales metrics so you can improve your conversion rates.
Be notified of important events
Get notified of key sales driven events, such as fixed rate reviews, policy anniversaries, or important events such as a client’s birthday.
Ready to support your compliance & audit processes
Fixed advice processes
Control how your brokers deliver advice, so your clients get the right advice every time.
Save time servicing clients
Policy anniversaries & fixed rate reviews are a breeze, with automations designed to save your business time and help you avoid missing important servicing events.
Easy auditing & compliance checks
Following the progress of an application or servicing event for a client is made easy with Trail. Logins supplied to your auditing team will make it easy to stay on top of broker file audits.
Automatically store email communication with clients
Integrations with Gmail & Outlook make it easy to save and access email communication between you and your clients, and store these for compliance purposes.
Run your business from a single source of truth
Improve your cross-sell opportunities
Data collected from sale of one financial product can easily be leveraged into the advice process for another financial product.
Only enter data once
All of the information you receive from a client is stored in a single database. If a client updates their details, your records will automatically be updated, and vice versa.
Data kept up to date through time
Trail understands how to keep your data up to date through time, so you’ll never miss an important anniversary event, or opportunity to help a client.
Get ultimate control over your most valuable asset;
the data in your business.
Relentlessly simple, designed by brokers who understand your business challenges.
Receive unlimited, fanatical support, so you get get up and running with Trail fast.
Integrations
Gmail
Our two-way integration with Gmail automatically saves all of your emails into the right client profile, keeping you compliant. You can also send key communications through Trail from your connected email address.
Outlook
Our two-way integration with Outlook automatically saves all of your emails into the right client profile, keeping you compliant. You can also send key communications through Trail from your connected email address.
Active Campaign
Automate your marketing efforts to your clients. Easily send monthly newsletters, or create emails to trigger when certain events within Trail occur. The Active Campaign integration takes care of all of your marketing needs.
NZBN
Automatically pull through information about companies, directors, and shareholders directly into Trail to help advise business clients.
Google Maps
Up to date address and imaging is used to create engaging client processes you can rely on.
Website Widgets
Insert calculators, or call to action buttons into your website or emails.
MailChimp
Mailchimp is a marketing automation platform and an email marketing service. The MailChimp integration will take care of all of your marketing needs.
You
Trail fits seamlessly into your business's processes to streamline and improve the way you manage your workflows and clients. Our team is dedicated to making our software integrate with you to achieve the best possible outcome.
Full List of Features
CRM
Manage client product information from a single source of data
Track important metrics across your business
Manage teams of brokers
Set workflows to match your processes
Set and track activities across your business
Track emails within a client’s profile
Receive timely notifications
Access to ongoing software updates & improvements
Tablet & mobile friendly across devices
Secure cloud-based storage
Mortgages
Generate new business online
Branded online mortgage applications
Automated document collection
Easily prepare lending applications
Automate bank servicing calculations
Request and check client documents
Automated UMI & LVR calculations
Produce a personalised online mortgage recommendation
Confirm loan structures online
Easily manage fixed rate reviews
Insurance
Set up a company-wide, compliant advice process
Gather all information online or in-person
Automatically calculate cover levels
Estimate the cost of insurance cover
Automate the production of a custom Statement of advice
Store important client documentation
Track and store important compliance information
Compliance support