Our Story: Built for New Zealand Advisers
TAP was established to support advisers with a more effective way to run and grow their businesses. As the advice profession has evolved, many firms have faced increasing complexity driven by rigid systems, expanding compliance requirements, and operating models that limit flexibility. TAP was founded in 2018, focused on enabling stronger, more resilient advice businesses.
We provide the core operating platform advice businesses need to run and grow with confidence. Our tools and governance support day-to-day operations while advisers remain in control of how their businesses run and evolve. TAP adapts to your needs, whether you require a complete platform or support in specific areas.
Today, TAP has grown into one of New Zealand’s leading independent advice platform providers. We support the advice profession by securely managing more than 170,000 client records, providing the structure and reliability required to operate effectively in an increasingly digital and regulated environment.
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