Trail supports Mortgage Advice, Insurance Advice, and now KiwiSaver Advice ✨ Providing KiwiSaver advice either on its own or together with other financial advice is a great way to build your client relationships as well as set them up for success in the long run.

This feature is FREE for EVERYONE who has an active Trail subscription. To let us know you want access, please click the link below and use the option for editing an existing account.

By activating the KiwiSaver Advice strand, you will have access to the KiwiSaver Pipelines, products, email templates, and opportunities.

The KiwiSaver Pipelines operate in the same way as existing Pipelines but with stages that you can customise to your liking.

You will be able to move KiwiSaver opportunities between each of the Pipeline stages and then win the opportunity when advice has been given 🎉

Much like the Mortgage and Insurance processes, you can now send your KiwiSaver clients an online Fact Find to complete in their own time. This includes a special Risk Profiler which asks your clients questions about their risk appetite and assigns them an investor personality to help you place them in the right fund.

If you'd prefer to sit down with your client and talk them through the questions, you can also access your client's view of the Fact Find through each Application page, or edit it directly on your end.

Check out more details about the KiwiSaver Fact Find and Risk Profiler HERE 🌟

Now you can see at a glance your client's current provider compared to others on the market. Add specific funds to a comparison view and see how they all line up 📈

You may also customise your Recommendation Tool by removing any providers you do not work with from your Settings. To see how to do this, please click HERE.

Check out more details about the KiwiSaver Recommendation Tool HERE 🌟

Trail allows you to create a custom document tailored to each individual client. Through the use of SOA templates, you can create these quickly and easily for your advice process. Your clients can interact with and sign off on this document on its own webpage, saving you time and giving your client a fully dynamic interactive experience!

Check out more details about the KiwiSaver Statement of Advice HERE 🌟

As part of our launch, we have included new KiwiSaver-specific disclosures for you to fill out. These will be presented to your client at the end of the KiwiSaver Fact Find.

You can access them in your Settings under Disclosure Settings, seen here:

Ready to dive in? The best place to start is Understanding the KiwiSaver Fact Find & Risk Profile 🎉