Adviser AI Tools

TAP AI automates admin and removes bottlenecks, helping advice businesses work smarter and deliver better advice at scale.

Reduce admin. Deliver more great advice.

While many AI tools sit outside your core systems, TAP AI is built into your platform. It works within your workflows, client records, and compliance requirements. TAP AI brings together AI Agents and Native AI capabilities to streamline how your business operates from processing documents and maintaining accurate records to preparing advice and supporting every client interaction.

What TAP’s AI Agents unlock for your business

<1 min

For client data to sync into your CRM

365

Days a year of uninterrupted workflow coverage

24/7

CRM data kept accurate and up to date

Move client advice forward, faster
Spend less time preparing and documenting, and more time delivering advice with AI built directly into TAP.
Prepared for every client interaction
Native AI works inside TAP to turn everyday information into clear, usable outputs. Meeting transcripts become structured file notes, client records are summarised instantly, and key details are surfaced before meetings, helping advisers stay informed, confident, and ready for every client conversation.
Deliver advice more efficiently as your business grows
By automating preparation and documentation, Native AI removes manual steps that slow advice delivery. Draft SOAs and diary notes faster, surface follow-ups and opportunities across your client book, and keep work moving consistently even as client numbers and complexity increase.
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Achieve better outcomes across client work

Greater consistency across your client work

Standardise how work is completed so every client receives a consistent, high-quality experience.

 Improved quality and accuracy of client records

Keep your data clean, complete, and up to date with less manual effort.

Faster, more responsive client service

Access the right information at the right time to respond quickly and confidently.

TAP AI you can trust
Built for security, control, and transparency. TAP AI is designed to support your business without compromising control. It works seamlessly within your platform, helping you move faster while keeping your data protected at every step.
Your data stays private
Client data remains securely within the TAP platform and is never shared across firms or used to train external AI models.
Clear visibility and control
Every AI-driven action is visible within your CRM, giving you a transparent and auditable view of activity across your business.
Confidence in compliance
Structured updates and built-in audit trails help you maintain accurate records and meet regulatory requirements as your business grows.
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Ready to get started?

 See how TAP AI supports your existing processes and helps your business operate more efficiently as volumes increase.

Talk to our team
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Find the answers that you need.

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