Step into a new era of advice efficiency with Trail, the leading software solution tailored to meet the needs of the modern New Zealand financial adviser. As proud partners of the Kiwi Adviser Network, our members enjoy access to Trail’s comprehensive suite of tools included in their membership.
CLIENT-CENTRIC SOLUTION
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 advisers.
Effectively manage your team of advisers
Create teams of advisers, 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.
Fixed advice processes
Control how your advisers 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 adviser 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.
How can Trail help me?
Spend less time on administrative tasks and more on what you do best - helping clients.
Deliver top-notch service with Trail’s streamlined processes ensuring a smoother, faster, and more enjoyable experience for your clients.
Empower your brokerage with tools that scale. Trail is designed to support your business’ growth every step of the way.
