TAP
Trusted Access Point
TAP
Trusted Access Point
Build trust before the first meeting. Track every advisor interaction.
Financial advisors rely on personal relationships. They meet people everywhere. But paper cards get lost, and manually entering contacts into compliance-approved systems is tedious.
TAP cards build instant credibility with premium metal materials, video intros, and compliant self-hosted data storage.
All data stored on your own server. No third-party cloud. You control every record.
Prospects see a friendly face before the first meeting. Builds trust at scale.
Track which advisors network most effectively. Source breakdown by advisor.
Birthday, anniversary, and yearly check-in reminders keep you top-of-mind.
Start with one branch. When they see the dashboard, every branch will want in.
A stainless steel card at a Chamber event separates you from every paper card.
Join professionals who've switched from paper to TAP.
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