The app includes various tools for financial advisers to do their work anywhere and anytime
The Adviser Platform (TAP) has launched its myTAPapp alongside the unveiling of its new brand identity and website.
TAP’s myTAPapp is equipped with tools which allow advisers to manage their business at any time wherever they may be, the company said.
Everything that is available on the TAP’s desktop CRM will be made available to financial advisers through the app. Advisers will be able to access client information, track activities, manage tasks, and record new leads while on the go as it seamlessly syncs with the platform’s desktop CRM.
TAP managing director Ryan Edwards (pictured left) emphasized the importance for financial advisers to have flexibility and efficiency in conducting their work wherever they are.
“With myTAPapp, we’re giving them the tools to manage different aspects of their business, all from a mobile device. TAP is proud to be at the forefront of offering this innovation to its members,” said Edwards.
A notable feature of the app is its dashboarding functionality, which allows advisers to monitor their business performance in real time. It tracks important metrics like the amount of business issued, open advice files, and overdue tasks. It takes on a design which incorporates a gamified experience that is made to encourage advisers to increase their engagement and productivity.
“We designed the dashboard to give advisers a real-time overview of their business at a glance. The goal was to create an intuitive interface that helps advisers stay on top of their key metrics, without adding any unnecessary complexity,” said Mike Taylor (pictured right), TAP head of development and managing director of BBT. “It’s all about making business performance visual and easy to track.”
As the app is tasked to streamline processes, enhance productivity, and provide greater agility and control to financial advisers, Edwards said that the myTAPapp’s goal isn’t solely centered around convenience.
“It’s about transforming the way advisers work. We’re empowering them to be more responsive, client-focused, and in control of their business performance like never before,” said Edwards.
“We plan to continue building on what we’ve created, with updates, improvements, and new features to come.”
