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Crunching the numbers

Friday 6th of March 2020

The Adviser Platform (TAP) has launcheda new adviser accounting package to help improve efficiencies and add value to adviser businesses.

It is designed specifically to meet the accounting needs of advisers, TAP’s streamlined accounting package includes a range of services, from GST and taxation to forecasting and strategic business advice & structuring.

The introduction of an adviser accounting package adds to TAP’s growing portfolio of value-based products and services for their members. This includes a dedicated admin support team, a purpose-built CRM, and expert compliance advice and support.

TAP’s adviser accounting package is structured in light of the new financial advice regulations and requirements.

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