TAP’s modern CRM + AI-powered platform, compliance and admin services help advice businesses across any group run smarter, serve clients better and grow into high-performing firms - unlocking new revenue streams and building long-term business value. With a proven track record of fast migrations, strong change management and end-to-end onboarding support, switching to TAP is seamless. TAP champions New Zealand advisers by giving them more time to focus on what matters most - strengthening client relationships and delivering great advice. To learn more about how TAP can support your business, visit our website www.tapnz.co.nz.
| Website | http://www.tapnz.co.nz/ |
| Employees | 38 (18 on RocketReach) |
| Founded | 2018 |
| Phone | +64 800 827 699 |
| Technologies |
JavaScript
,
HTML
,
PHP
+11 more
(view full list)
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| Industry | Financial Services |
| Keywords | Peer Support, Financial Advice, Professional Network, Career Development, Advisor Training, Professional Development, Financial Planning, Wealth Management, Business Coaching, Advisory Services, Consultancy, Compliance, Technology, Community, Networking, Resources, Tools |
| Competitors | Figured, Xero, MYOB, Finsol, AdviserLogic Group, Findex, Wealthpoint Ltd, R Hannahs and Co, Squirrel, Henderson Wood Machinists Ltd +6 more (view full list) |
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Ryan Edwards is the Managing Director of The Adviser Platform.
18 people are employed at The Adviser Platform.
Top The Adviser Platform Employees
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