Every week we receive lots of great ideas on ways we can improve the software!

This feedback gives us a strong perspective on what is important and helps us prioritise which projects we should be working on to bring our users the most value.

While our development team continues to grow, we unfortunately do not have the resources to action all of the feedback we receive, as much as we might like to. It is important that we stay focused on the projects we have in our backlog so we can keep moving forward in line with our vision for the software. However, we will get back to you if we decide to implement a change in the software 👍

If you think of an idea for a feature or a way the software could be improved, the best way to let us know is to select the Submit Feedback button from the three dots at the top right corner of Trail, seen here:

This will take you to a short form to complete that lets you submit feedback directly to our Product Team for further review 🎉

Prioritising user feedback and suggestions for improving the software is a very challenging task. Because of this, it is unlikely suggestions for improvements will be actioned immediately. At any one time, we could have a few hundred individual pieces of feedback from our users that we are managing. We also generally have the next 3-6 months worth of work already planned and awaiting development.

Every quarter, our team reviews the submitted feedback and picks out any suggestions that we understand to have the most significant positive impact over the largest scope of users. We also analyze all submissions for any notable trends and correlate this with changes both in the financial advice industry as well as any new innovations within the realm of major software providers. This gives us a clear picture as to what will benefit our users and an indication of how well a new feature will work with most adviser workflows.