TAP’s AI Agents, including the Anniversary and Arrears Agents, work across the TAP CRM to automate key workflows, maintain consistent client data, and free up time for advisers to deliver great advice and grow their business.

TAP’s AI Agents automate key workflows, keep your CRM up to date, and unlock more value across your client base.

TAP is evolving itself beyond traditional group structures to become an open partner for the entire financial advice ecosystem.

How reporting and governance are defining the future of financial advice

NZ aggregators rethink role amid market shifts

Naomi received Financial Advice NZ’s 2025 Lifetime Achievement Award

Launch of AI-powered feature to save financial advisers’ time

TAP launches a AI-powered feature, the AI Document Reader.

Watch TAP's latest video series, Insider Insight.

TAP has launched a mobile application, myTAPapp

The Adviser Platform (TAP) has launched its myTAPapp.

TAP is offering its CRM free of charge.

TAP is offering its CRM system free of charge.

Naomi Ballantyne has taken on a directorship role with TAP.

On the first anniversary of FAP licences, Ryan Edwards reflects on the past 12 months.

NZ's financial advice industry has successfully transitioned to a new regulatory regime.

The Adviser Platform is launching industry intel to share it's insights into the challenges industry professionals face.

TAP Group has appointed Naomi Ballantyne

TAP has announced the appointment of two new team members.

TAP Group, announced the immediate appointment of Naomi Ballantyne.