From $275 a month.
Everything included.
Pricing is per practice. Pay monthly at $295/mo, or save with annual at $275/mo (billed as $3,300 AUD, GST inc). No per-seat invoicing. No training upsell. No surprise integration bills. The whole firm on the workspace, one simple line item.
The full workspace, plus the people behind it.
Every adviser, paraplanner and admin in the firm. No per-seat invoicing.
The full workspace - every surface, every export.
60-minute setup call with our team in your first week. Book whenever your principal is ready.
We come to your office, sit with your admin team, and walk them through the first month's edition together.
Short, role-specific videos for principals, advisers and admin. Watch in 10 minutes, refer back forever.
Word-for-word scripts for premium jumps, lapses, definition shifts and transitions. Updated quarterly.
Response in under 4 business hours. AFCA-pressure tickets jump the queue.
Tamper-evident audit trail. 30-second export to PDF for any policy holder, any date range.
New insurer PDS sets, new scripts, new compliance shields. No upgrade fees, ever.
No credit card. Full access for 30 days. If it doesn't fit, you walk away with your exports.
What principals ask before signing.
No. Both plans - $295/month monthly or $275/month annual ($3,300/yr) - cover the whole firm. Every adviser, paraplanner and admin. Add users from the billing portal whenever you need.
Yes. Start on monthly to keep it flexible, then switch to annual from the billing portal once you're settled - we'll prorate the difference.
No. Sign up, get 30 days of full access. We only ask for payment if you decide to stay.
One visit per year, anywhere in metro Australia. A half-day with your admin team building the first edition together. Regional travel is quoted at cost.
Trail Guardian is CRM-agnostic. We import from XPLAN, Adviser Logic, WealthSolver, Worksorted and CSV. The audit trail lives inside Trail Guardian; your CRM stays the source of truth for client records.
You retain access until the end of the period you've paid for. You can export every audit trail and contact record from the vault before access ends.
Yes - for as long as you stay subscribed. We grandfather existing firms when we adjust list pricing.
Try it for 30 days. Decide on day 31.
Most firms run their first edition inside the first week. By the trial's end, you'll know whether Trail Guardian belongs on the books.