This article is from NZ Adviser published 4 July, 2023.
The Adviser Platform (TAP) has rolled out its mortgage aggregation platform to meet the needs of New Zealand’s mortgage advisers.
TAP, a full-service CRM and compliance platform offering financial advisers the tools, support, and training to successfully run their advice business, said it stands out from its rivals with its ability to build customised platforms that effortlessly migrate entire databases.
Ryan Edwards (pictured above), TAP’s managing director, said joining the firm’s mortgage aggregation platform will provide advisers with the following benefits:
Effortless onboarding. With TAP handling all aspects of the onboarding process into its FAP management system, advisers can enjoy a seamless, hassle-free transition of their client data.
Access to major lenders. Advisers can access a wide range of major lenders, enabling them to offer their clients greater choices and competitive rates.
Custom-built mortgage advice tool. TAP’s bespoke mortgage advice tool is tailored to FAP’s unique requirements, aligning with business goals and enhancing the client experience for advisers.
Reliable day-to-day support. Advisers have access to comprehensive and dependable support from TAP.
Continuous professional development. Advisers can stay ahead of the curve with TAP’s offering of regular continuous professional development opportunities.
Timely commission payments. Advisers can receive commissions promptly and efficiently.
Expert compliance and audit support. TAP offers expert compliance and audit support.
“We’re dedicated to equipping advisers with the tools to build a better mortgage business,” Edwards said. “TAP aims to empower advisers to deliver outstanding advice while offering a personalised approach to how we support their business.”
Advisers can unlock the full potential of TAP’s mortgage aggregation platform, including mortgage aggregation, extensive CRM capabilities, expert compliance, and governance support, for the monthly price of: