Embrace change & strengthen your business with The Adviser Platform

Time to Evolve

Typically, advisers are telling us they are:

• Frustrated with the amount of time they spend on day to day admin
• Concerned about issues with data quality and consistency in their CRM
• Annoyed at trying to be a business owner, sales manager, and administrator at the same time
• Worried about how well their business stacks up in the face of changing regulations

TAP is a full-service platform for advisers, that gives advisers the support they need to focus on
what really matters, their clients.

The Adviser Platform provides:

• An industry-leading admin support team
• Bespoke CRM for New Zealand advisers
• Clear, practical regulatory and compliance advice
• A team who is invested in your long-term success

We don’t just tell advisers how to grow a great business, we help them do it! 

We provide the framework and guidance for advisers wanting to become their own Financial Advice Provider, and The Adviser Platform is also becoming a FAP for those advisers looking to work under a larger managed FAP.