Transaction Access PortalSM - TAP

Environmental responsibility has always been one of our company’s core values. From our inception, we have been committed to seeking new and sustainable ways to minimize our business impact on the environment. In an industry first, our firm boasts a highly-customized, state-of-the-art “paperless” technology platform that provides our clients with 24/7 access to all transaction documents on our password-protected Transaction Access PortalSM (TAP). This technology allows our clients and their advisors to “TAP INSM” (log in) and access transaction documents and file details, including the ability to:
![]() |
|


