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 grow or improve their business.

The offer is aimed at advisers who sign up before Dec. 31, providing them with a valuable tool to enhance client management and streamline operations.

Aiding advisers in business growth

Ryan Edwards, TAP’s managing director, explained the reasoning behind the offer.

“We were motivated to make this offer by our commitment to helping advisers improve the way they run their businesses,” Edwards said.

The offer is designed for those looking to enhance or upgrade their current systems, giving advisers a seamless way to integrate TAP’s services into their operations.

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Smooth transition and full support

TAP ensures a hassle-free transition by managing data migration and providing full setup support.

Bryce Wilson of Longburroughs, a recent TAP client, shared his positive experience.

“Switching to TAP was one of the best business decisions I’ve made,” Wilson said. “They helped us integrate a new CRM and streamline our advice process moving forward.”

TAP’s tailored solutions for all business sizes

TAP’s CRM and services are customisable to fit the needs of any adviser, whether they are running solo or managing a larger team.

Advisers benefit from streamlined operations, enhanced client relationships, compliance support, and administrative assistance.

The platform helps businesses reduce manual processes, stay compliant, and focus on client growth.

Encouraging advisers to take advantage

“We hope this offer will encourage more advisers to join TAP,” Edwards said.

By taking advantage of the free CRM access until the end of 2024, advisers can reduce costs while benefiting from tailored business solutions. For more information or to sign up, contact the TAP team at info@tapnz.co.nz.

In July, TAP announced the appointment of new team members, Taz Alnahas as key account manager and Meryll Villaver as client engagement manager. The firm’s parent company, TAP Group, also welcomed Naomi Ballantyne as an independent director the previous month.