This article is from RiskInfoNZ, published 19th September 2024.
The Adviser Platform (TAP) is offering its CRM free of charge to any adviser who signs up to its services before the year end.
The firm says its offer is aimed at advisers who are setting up their business, seeking to enhance their systems, or improve the way they run their business.
Advisers who join TAP will have access to its CRM at no cost until 31 December 2024.
“We were motivated to make this offer by our commitment to helping advisers improve the way they run their businesses,” says Ryan Edwards, Managing Director, TAP.
“TAP makes the transition from other providers seamless by handling all the heavy lifting.
“Advisers can choose those services that suit the stage of their business, helping them work more efficiently while enhancing client relationships and driving growth.”
