TAP Support Services

In this industry, there are only three fundamental principles for your business: DOING THE WORK, RECORDING THE WORK & REPORTING THE WORK. The FMA (Financial Markets Authority) has effectively regulated financial advisers to uphold high standards of professionalism and ethical behavior. It's important to align with these standards.

TAP CRM already handles the data reporting for you. You've completed the work. Now, how are you recording it? Proper documentation is essential for accurate reporting.

Let our Support Services manage this for you. With minimal personnel management and a significant reduction in staff resources (up to 4 times less), we ensure high accuracy rate in data recording. This will save you time and focus on expanding your business.