This article is from NZ Adviser published 05 July, 2022.
The platform helps mortgage brokers manage both their business and compliance obligations.
Auckland-based The Adviser Platform (TAP) has announced a major upgrade to its CRM platform.
The CRM platform is an online advice process for mortgage advisers that, when coupled with TAP’s compliance and FAP management services, helps them manage both their business and compliance obligations.
“Our platform, compliance, and mortgage aggregation services are very competitively priced, and we can help any adviser set up, or modify their FAP so that they can take advantage of our service proposition,” TAP said in a media statement.
The firm quoted the example of Hayley Evans, of Evans Financial Services, who said she could carry on with her business without the stress from the new regulatory environment.
“The advisor platform has helped my business in every way possible – ongoing support, administration, compliance, licensing, processes – everything,” Evans said. “I feel like my business is a lot better off now that I’m with TAP because it frees up a lot of my time to do what I do best… in my business – in growing it and moving forward.”
Shakeel Lal, of Halo Advisers, said TAP had helped him get his time back, took some of the stress off him, and gave him back the power and control to get back to his clients.
“I was spending about maybe four hours a day on average just doing admin and that was actually starting to drown me and the most important thing for me was to get out there and meet clients,” Lal said. “It just made me feel more confident that the banking stuff was being looked after by people who were experts.”