It is structured in light of the new financial advice regulations and requirements
The Adviser Platform (TAP) has launched a new adviser accounting package to improve adviser businesses' efficiency.
The accounting package, which was designed specifically to meet advisers’ accounting needs, includes a variety of services such as GST, taxation, forecasting, and strategic business advice and structuring.
“Our accounting package will take care of the number side of things to prove that a business is running smoothly. It will also give advisers back their valuable time and peace of mind. We’re confident that the service represents exceptional value for money,” Ryan Edwards, managing director of TAP, explained.
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The adviser accounting package adds to TAP’s growing portfolio of value-based products and services for its members, including admin support, purpose-built CRM, and expert compliance advice and support.
Edwards revealed that they had designed the new package in light of the new financial advice regulations and requirements.
“Given the current regulatory environment, it’s important for advisers to demonstrate that they have good financial management in the operation of their business and that their business is a legitimate and functional enterprise,” Edwards explained.
TAP currently supports more than 150 advisers with back-end admin support to help them focus on working with clients and meet their needs rather than on time-consuming admin and everyday operational tasks.
