This article is from RiskInfoNZ published 23 June, 2022.
The Adviser Platform has expanded its CRM to offer clients an advice process for mortgage advisers – so they can provide advice and manage both their business and compliance obligations.
TAP’s Managing Director, Ryan Edwards, says advisers he’s spoken with are 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,” says Edwards.
“The new tool, coupled with our compliance and FAP 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.”
Edwards says his team can help any adviser set up, or modify their FAP, “…particularly those who also have an interest in personal insurance, fire and general, and wealth advice”.
“The Adviser Platform provides a turnkey solution for any adviser looking to take their mortgage business to the next level,” says Edwards.
