Boost efficiency and build lasting client relationships

We help advice businesses simplify how they operate, streamline their processes, and stay in control as they grow. By bringing together technology, automation, and support, advisers can focus on advice quality and building lasting client relationships.

Built for the NZ market

TAP's CRM offers a tailored solution that streamlines your workflow, simplifies advice delivery, and ensures compliance. Enjoy a seamless experience with our end-to-end digital advice tool, customisable interface, and expert support.

Service clients on-the-go

myTAPapp is an industry-first mobile solution for financial advisers. A customisable white-label solution, you can enjoy the freedom of viewing contacts, finding clients, and capturing records at your fingertips, with all updates flowing directly into TAP’s CRM.

A single source of truth for your business

TAP’s CRM acts as a single source of truth for client data, tasks, and advice activity - supporting better decision-making, reducing risk, and creating more space to focus on advice quality and client relationships.

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Discover how the TAP CRM supports stronger, well-run advice businesses

Tick off compliance and security

Experience peace of mind knowing compliance workflows, centralised client files, thorough record keeping, and robust reporting keep your business audit-ready, while strong security measures protect your data.

Complete client files in one place

All client information, advice records, and documentation live together in a single, structured file. This makes it easier to understand client history, pick up conversations quickly, and ensure nothing important is missed over time.

Task management made simple

Stay on top of your tasks and client relationships with TAP's task management features. It integrates with your calendar, organises activities, and sends you reminders - ensuring nothing slips through the cracks.

Manage your sales and pipeline

Maximise your sales performance with TAP's pipeline management tool. Track applications, monitor team sales, and get real-time insights with customisable widgets and reporting - all in one place.

Document your advice process

Effortlessly document your advice process with TAP's comprehensive online advice tools. Create digital disclosures, scope of service, fact finds, and build flexible SOAs with ease, all while tracking and managing advice delivery.

Clear dashboards and visibility

Dashboards provide a clear view of what’s happening across the business, including work in progress, upcoming tasks, and client activity. This visibility helps advisers and teams stay aligned and focused on what matters most.

Reporting that supports decision-making

Clear management reporting across production, governance, sales activity, and key metrics supports better planning and decision-making.

Growing your advice business, made easier

Create a more well-run client experience that scales with your business without adding pressure, admin, or complexity.

Reduce admin and keep work moving

TAP CRM uses trigger-based workflows to automatically create tasks, reminders, and actions as key events occur. This creates clear structure and visibility across client activity, reduces manual follow-ups, and helps ensure work progresses consistently as volumes increase.

Support long-term client relationships with confidence

Renewals and file checks are built into everyday workflows, helping advisers stay ahead of upcoming activity and maintain complete, well-organised client files. With fewer things missed and less time spent on admin, businesses can deliver a more reliable client experience and grow without adding unnecessary complexity.

Focus on advising and true client connections

By automating everyday admin and compliance checks, advisers can spend more time having meaningful conversations, delivering personalised advice, and creating real impact for their clients.

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Ready to get started?

See how the TAP CRM supports the way you run your advice business, while unlocking stronger client relationships.

Talk to our team

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Client testimonials

"The CRM is first class. Well-designed with great flow, it takes you and your client through the advice process step-by-step, making it virtually impossible to miss any compliance steps along the way. The software is built with an adviser in mind.”

Bryce Wilson, Long Burroughs

120 Employees

15% Increase in sales

"The TAP CRM has really changed our business."

Watch as Dave shares why he chose to join TAP and how it has positively impacted his business ever since.

Dave Thomas, Accelerate

50 Employees

115% Increase in loans

"I wanted more than just an expensive address book. Over the years, I've used several CRMs and received plenty of compliance and business advice from networks and dealer groups. But TAP was the first that didn't just tell me what to do - they helped me do it.”

Regan Thomas, Money Tree

150 Employees

"TAP has meant I can continue to work the way I want to work."

Watch as Abby shares how TAP has freed up her time to be more engaged with her clients.

Abby Woollaston, Redress

150 Employees

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