Article tagged with 'TAP'
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TAP launches AI agents to automate adviser workflows
10 Jun 2026 - The Adviser Platform (TAP) has launched two AI-powered tools designed to automate administrative tasks for advisers, with plans to expand the technology across a wider range of advice workflows.
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TAP moves away from traditional aggregation
17 Feb 2026 - The Adviser Platform (TAP) is moving away from being a traditional aggregator to opening up its services to anyone in the market.
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TAP adds compliance support
21 Nov 2024 - The Adviser Platform grows their compliance and governance team with new appointments.
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The Adviser Platform turns on the tap and adds two new staff
16 Jul 2024 - The Adviser Platform (TAP) has added two new team members following a period of growth.
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Ballantyne joins dealer group
12 Jun 2024 - Naomi Ballantyne has taken on a directorship role with emerging dealer group.
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[GRTV] Advisers can thrive
04 Sep 2023 - The Adviser Platform managing director Ryan Edwards, talks business plans, following its purchase of mortgage aggregator Q Group and how he thinks advisers are doing under the new regime.
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TAP adds two
23 Aug 2023 - The Adviser Platform (TAP) has added two new hires in operations and support roles.
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TAP launches new full-service mortgage aggregation platform
05 Jul 2023 - The Adviser Platform (TAP) says it has launched a “revolutionary” new mortgage aggregation platform specifically designed to meed the needs of New Zealand's mortgage advisers.
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If the FMA comes knocking can you supply docs in time?
27 Jun 2023 - As the era of scrutiny, regulatory compliance and audits expand, how to navigate the murky waters of Financial Markets Authority (FMA) audit-readiness has been a growing concern for financial advice providers (FAPs).
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TAP’s evolved compliance services set to meet FAP returns
08 Mar 2023 - In anticipation of the regulatory return requirements, The Adviser’s Platform has reported positive feedback from advisers on the back of launching its additional compliance reporting engine, nine months ago.