Built just for Advisers

Created specifically for the NZ advice industry, TAP’s CRM offers more than just a customisable interface, sales pipeline and multi-service client files. It also has an end-to-end digital advice tool that will save you time and create an auditable history of your advice without leaving the CRM.

The TAP CRM is built to be driven directly by advisers or paired with our managed admin service to create the ultimate client database and advice tool.

“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

Digital Advice & Documentation

Branding and Customisation

App Integration

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