The Adviser Platform 17+

The Adviser Platform

BBT Digital

Designed for iPhone

    • Free

iPhone Screenshots

Description

Unlock the full potential of your advisory business with TAP, the all-in-one platform designed by advisers for advisers. Streamline your operations with our top-rated CRM, elevate your mortgage advice, ensure compliance with ease, and enjoy unparalleled admin support. Join the TAP community and focus on what matters most - your clients.

What’s New

Version 1.37

Added Microsoft account compatibilty

App Privacy

The developer, BBT Digital, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer's privacy policy.

Data Linked to You

The following data may be collected and linked to your identity:

  • Contact Info
  • Diagnostics

Privacy practices may vary, for example, based on the features you use or your age. Learn More

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