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Kiwisaver Advice Process
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Pathfinder Training Program

Essential Onboarding videos to watch and learn Trail!

KiwiSaver Advice

Find out how to use Trail's new KiwiSaver Advice Process!

Set Up

Essential setup of Trail, including your disclosures!

Data Migration

Import Options, Costs & Supported CRM Instructions

Kiwi Adviser Network Features

Get to know KAN exclusive features✨

Get Started

Quickly learn all the basics of Trail!


A list of the most commonly asked questions by Trail users

Profile & Contact Management

Edit your client's Profile, their Documents and their Contact details

Advice Process

Go through the 6 steps of advice & how Trail supports you in following this!

Mortgage & Insurance Scenarios

Specific scenarios for Mortgage & Insurance Advice

The Client Portal

Get to know the Client Portal and helping your clients login

Emails & Integrations

Setup your Trail Email Integration and link with Mailchimp & ActiveCampaign

Compliance, Disclosures & Complaints

Everything you need to know about how Trail manages these!


How to manage your client's Investment advice

Fire and General Insurances

Use Trail to manage your Fire and General opportunities

Reporting & Filtering Data

Extract lists and reports using Advanced Filter & the Reports page

Training Video Archive

Masterclasses, Trailblazers & Office Hours

Trail Support

How to reach our team, report bugs and give feedback!