TAP Builds the Financial Advisor's Road to Efficiency
Tired of paper? Are multiple systems the answer? Do you create spreadsheets to check your client list against the FINCEN and OFAC lists? Do you login to multiple systems and spreadsheets to look up, manage and work with your client data and information? You can’t operate on Manual Efforts and SpreadSheets…What a MESS? So...Where can you find affordable custom IT, data integration, SaaS and resource solutions to solve your MESS? TAP Innovations...Yes! Contact TAP...www.tapinnov.com or 972.842.4554 and let’s start your road to efficiency today!