Software is the easy part.
People are the rollout.
Every Trail Guardian subscription comes with a real human onboarding call, an on-site visit to your office, and a senior operator on the other end of every support ticket. We've watched too many compliance tools die on the desk of an admin team who couldn't get five minutes of help.
A 60-minute working session with our team. We set up your firm, import a sample of the trail book, and walk the principal through the Compliance Shield together. Booked through the in-app help menu.
We come to your office for a half-day with the admin team. We build the first edition with them at their desks. Metro Australia included; regional travel quoted at cost.
Short, role-specific videos. Principal walkthroughs, adviser scripts, admin workflows. Most run under 10 minutes. New videos added with every quarterly release.
Email or in-app ticket goes straight to a senior operator on our team. No tiered queue, no chatbot, no offshore frontline. AFCA-pressure tickets are flagged and prioritised.
Every foundation customer has a direct line to the people building Trail Guardian. We sit on your first edition, your first transition, and your first audit pack.
Soft-skill scripts updated as the market shifts. New insurer PDS sets indexed and added to the legacy library. Delivered automatically - nothing for you to install.
From signup to a working compliance shield.
Free for 30 days, full access. Trial begins the moment you enter your firm name.
60-minute setup with our team. We import a slice of the trail book and stand up your Compliance Shield together.
Admin team builds the monthly edition in Curation Studio. We sit on the call. Sends Tuesday.
Replies, clicks and review requests funnel into Lead Board. Advisers start booking the first reviews.
Subscribe to keep going, or export everything and walk away. No auto-conversion, no lock-in.
We come to your office for the half-day staff training. Built around the work you're already doing.
Want to meet the team first?
Book a walkthrough with the people who'll actually run your onboarding. No salespeople - operators only.