• Home
  • About
  • Benefits
  • CRM
  • Admin
  • Regulation
  • Contact Us
  • Home
  • About
  • Benefits
  • CRM
  • Admin
  • Regulation
  • Contact Us

Focus on What Matters,

Growing Your Business

TAP is a full-service platform for advisers, that gives you the support you need to focus on what really matters, your clients.

The Adviser Platform provides:

  • An industry-leading admin support team
  • Bespoke CRM for New Zealand advisers
  • Clear, practical regulatory and compliance advice
  • A team who is invested in your long-term success
Let's Get Started

CRM Designed Specifically for New Zealand Advisers

TAP’s CRM is built by advisers specifically for the NZ advice industry. A customisable interface and clean, exportable data drive the sales pipeline, encouraging customer engagement and saving you valuable time.

I want to put my business first

Industry-Leading Admin Support

In order for your business to be successful, you need to spend time with your clients. However, as you grow, the increase in administrative duties can often get in the way.

With TAP, you are getting more than a CRM, you are gaining a full-service admin support team, allowing you to take back your time.

Give me back my time

Industry-Leading Admin Support

In order for your business to be successful, you need to spend time with your clients. However, as you grow, the increase in administrative duties can often get in the way.

With TAP, you are getting more than a CRM, you are gaining a full-service admin support team, allowing you to take back your time.

Give me back my time

Regulation and Compliance

A Clear Path Through Licensing

Along with regular updates and guidance, TAP is committed to providing all advisers with a pathway to business success within this new regulatory environment.

What are my options?

Created for the Advisers of Tomorrow

We know IFAs are the future of advice in New Zealand. We also know that advisers who adapt quickly, embrace change and always have a long-term business focus will dominate the industry. If you’re one of these advisers, TAP is built for you.

If you want TAP to help you grow the future of your business, our team would love to chat.

Meet the TAP team

Created for the Advisers of Tomorrow

We know IFAs are the future of advice in New Zealand. We also know that advisers who adapt quickly, embrace change and always have a long-term business focus will dominate the industry. If you’re one of these advisers, TAP is built for you.

If you want TAP to help you grow the future of your business, our team would love to chat.

Meet the TAP team
logo-footer

Be proactive in adding value to your business by contacting the TAP team today. We are on hand to free up your time, so you can focus on growing your business.

  • This field is for validation purposes and should be left unchanged.
logo-footer
0800 827 699
info@tapnz.co.nz
The Adviser Platform
1 Beaumont Street
Freemans Bay
Auckland 1011
New Zealand
© 2019 The Adviser Platform. All rights reserved.