27 September 2024
This article is from RiskInfoNZ, published 19th September 2024 The Adviser Platform (TAP) is offering its CRM free of charge to any adviser who signs up to its services before the year end The firm says its offer is aimed at advisers who are setting up their business, seeking to enhance their systems, or improve the way they run their...
18 September 2024
This article is from NZ Adviser, published 18th September 2024 The Adviser Platform (TAP) is offering its CRM system free of charge to advisers who sign up before the end of 2024, aimed at those looking to...
19 July 2024
This article is from Good Returns, published 16th July 2024 The Adviser Platform (TAP) has added two new team members, Taz Alnahas as Key Account Manager and Meryll Villaver as Client Engagement...
17 July 2024
This article is from NZ Adviser, published 12th July 2024 The Adviser Platform (TAP) has announced the appointment of two new team members, Taz Alnahas (pictured above left) as key account manager and...
11 June 2024
This article is from NZ Adviser, published 11th June 2024 TAP Group, the parent company of The Adviser Platform (TAP), has announced the immediate appointment of Naomi Ballantyne (pictured above) as an...
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