Ditch the spreadsheets, build real client connections

We help financial advice firms tap into resourcing, expertise, and technology, so they can spend more time advising, and less time stressing about running the business.

Best in industry advice tools

Built specifically for the New Zealand market, TAP's CRM offers a tailored solution that streamlines your workflow, simplifies advice delivery, and ensures compliance. Enjoy a seamless experience with our end-to-end digital advice tool, customisable interface, and expert support.

Service clients on-the-go

myTAPapp is an industry first mobile solution for financial advisers. A customisable white label solution, you can enjoy the freedom of viewing contacts, finding clients and record keeping at your fingertips.

Discover how the TAP CRM can unlock greater client relationships

Manage your sales and pipeline

Maximise your sales performance with TAP's pipeline management tool. Track applications, monitor team sales, and get real-time insights with customisable widgets and reporting - all in one place.

Manage your tasks

Stay on top of your tasks and client relationships with TAP's task management features. It integrates with your calendar, organises activities, and sends you reminders - ensuring nothing slips through the cracks.

Tick off compliance and security

Experience peace of mind with TAP's secure and compliant platform. Centralised client files, thorough record keeping, and robust reporting ensure you're always audit-ready, while strong security measures protect your data.

Document your advice process

Effortlessly document your advice process with TAP's comprehensive online advice tools. Create digital disclosures, scope of service, fact finds, and build flexible SOAs with ease, all while tracking and managing advice delivery.

Seamless integration & secure authentication

Easily integrate with Google Suite, Microsoft 365, and authentication apps like Google and Microsoft Authenticator. Sync data effortlessly while ensuring top-tier security and productivity.

Advising has never been easier

Discover through TAP's CRM and advice tools, a more efficient, personalised and fulfilling way to advise and connect with your clients.

From "overwhelmed" to "in control"

Centralise everything about your clients in one intuitive system. Effortlessly track conversations, automate tasks, and gain a crystal-clear understanding of each client's journey.

Time is precious, get more of it

TAP's CRM gives you back precious hours with streamlined workflows and automated reminders. More time for advising, building relationships, and growing your revenue.

Focus on advising and true client connections

Imagine the joy of having deeper conversations, offering more personalised advice, and seeing your impact soar – that's the power of TAP's CRM- designed to free up your time and energy.

Ready to get started?

Set up a meeting

Bryce Wilson, Long Burroughs

"The CRM is first class. Well-designed with great flow, it takes you and your client through the advice process step-by-step, making it virtually impossible to miss any compliance steps along the way. The software is built with an adviser in mind.”

120 Employees

15% Increase in sales

Dave Thomas, Accelerate

"The TAP CRM has really changed our business."

Watch as Dave shares why he chose to join TAP and how it has positively impacted his business ever since.

50 Employees

115% Increase in loans

Regan Thomas, Money Tree

"I wanted more than just an expensive address book. Over the years, I've used several CRMs and received plenty of compliance and business advice from networks and dealer groups. But TAP was the first that didn't just tell me what to do - they helped me do it.”

150 Employees

Abby Woollaston, Redress

"TAP has meant I can continue to work the way I want to work."

Watch as Abby shares how TAP has freed up her time to be more engaged with her clients.