This article is from NZ Adviser published 23 August, 2022.
Revamped CRM helps brokers meet compliance needs
The Adviser Platform has announced a major upgrade to its CRM platform by creating a complete online advice process for mortgage advisers.
The new process will give mortgage advisers the option to provide their clients with advice and manage advisers’ business and compliance obligations.
TAP is an adviser support platform which supports its independent mortgage adviser members with the resources, tools and support required to offer a valuable service to their clients and grow strong, profitable businesses.
TAP managing director Ryan Edwards (pictured above) said for years he had spoken with advisers who were tired of using complicated and expensive systems to deliver advice to clients.
“We saw a real opportunity to deliver a cost-effective solution that enabled advisers to simply and efficiently deliver advice,” Edwards said. “The new tool, coupled with TAP’s market-leading compliance and FAP (financial advice provider) management services, is designed to offer a genuine value proposition for mortgage advisers. We’re committed to supporting the independent adviser market with genuine, tangible services.”
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Edwards said mortgage advisers using TAP’s new platform could now enjoy a “one stop shop” for their advice delivery, client document management, sales pipeline, key compliance and governance reporting all within a single system.
“Our goal is to help advisers meet their compliance requirements efficiently and cut down on the number of different systems, templates and spreadsheets that they may currently be using,” he said. “Our system provides tools to assist with internal governance and oversight, allowing advisers to self-audit and manage multiple advisers quickly and easily.”
Edwards said flexibility and simplicity were key features of the new platform.
“Advisers need a framework to document the advice that is being given – not a rigid system that is difficult to navigate,” he said. “With our platform, advisers enjoy a logical layout that is easy to navigate, allowing them to deliver advice efficiently, whilst demonstrating a consistent process. We’re also getting really good feedback about the pricing – $50 per week (excluding GST) which we believe represents exceptional value for money when compared to other options in the market.”
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Edwards said TAP’s platform would be beneficial for any mortgage adviser.
“Particularly those who also have an interest in personal insurance, fire and general and wealth advice, we can provide a turnkey solution for any adviser looking to take their mortgage business to the next level,” he said. “The system is live and so far we have welcomed over 30 mortgage advisers onto the platform over the past month.”