The Adviser Platform - TAP

Looking for a one-stop-shop for advice delivery, client document management, sales pipeline, key compliance and governance reporting?

Talk to TAP. Our goal is to help advisers meet their compliance requirements efficiently and cut down on the number of different systems, templates and spreadsheets that they may currently be using.

We provide the tools to assist with internal governance and oversight, allowing advisers to self-audit and manage multiple advisers quickly and easily.

Interested? Book a time to chat about how we can help you: https://lnkd.in/gZb9j68

Are you tired of using complicated and expensive systems to deliver advice to clients?

It's time to join TAP.

We’re committed to supporting the independent adviser market with genuine, tangible services.

We deliver a cost-effective solution that enables advisers to simply and efficiently deliver advice. Our innovative platform, alongside our market-leading compliance and FAP (financial advice provider) management services, is designed to offer a genuine value proposition for advisers.

To find out more, head to our website tapnz.co.nz.

Are you getting a proper break over this holiday season?

Our team of full-time admin staff can keep things running while you're taking a holiday so you can relax knowing your inbox and background admin is being handled.

Want to know more? Lets chat: https://bit.ly/3GkSJ6D