Built just for Advisers

Created specifically for the NZ advice industry, TAP’s CRM offers a customisable interface and clean, exportable data to drive the sales pipeline, encourage customer engagement and save you valuable time.

Not only does TAP offer a market-leading CRM, but we also have a full-time admin team to drive it for you, giving you more time to spend with clients.

“I wanted my CRM to be an essential tool, not an expensive address book… I got a set of systems and automations, compliance advice, a CRM and a virtual PA to run it all, all in one.”

Regan Thomas

Money Tree Financial Services

Sales and Pipeline Management

Compliance and Control

Cross-Sell Opportunities

Branding and Customisation


When are you free? Let’s talk.

Interested in how TAP can impact your business? Book a no obligation chat with the TAP team to find out more