Strengths
TAPP Engine offers a comprehensive digital wealth infrastructure that integrates multiple financial services, including brokerage, custody, clearing, and cash management.
The platform is fully cloud-based, ensuring scalability and security, which is crucial for financial intermediaries.
TAPP Engine's SOC 2 Type 2 compliance demonstrates a commitment to high security standards, enhancing trust among clients.
The use of microservices architecture allows for flexibility and rapid deployment of new features, catering to the evolving needs of financial intermediaries.
The open API facilitates easy integration with existing systems, making it attractive for Registered Investment Advisors (RIAs) and banks.
24/7 support ensures that clients receive assistance whenever needed, enhancing customer satisfaction and retention.
The focus on enhancing client brand and customer satisfaction positions TAPP Engine as a partner rather than just a service provider.
The platform's multi-asset brokerage capabilities allow clients to diversify their offerings, appealing to a broader customer base.