TAPP Engine delivers institutional-grade infrastructure for wealth management, brokerage, cash management, and digital asset access—purpose-built for banks, credit unions, RIAs, broker-dealers, and institutional asset managers. Our solutions empower financial institutions to modernize their investment offerings, drive asset retention, and deliver seamless, scalable experiences to a wide range of clients.

Built by a team of industry veterans with deep expertise across fintech, brokerage operations, and regulatory compliance, TAPP Engine was designed to eliminate the fragmentation and inefficiencies common in legacy systems. We offer flexible, multi-custodian integrations that support a wide array of asset classes—including equities, ETFs, options, and digital assets.

Our infrastructure includes real-time order management, fractional share trading, FIX and API connectivity, automated portfolio workflows, and built-in compliance tools to support both self-directed and advised investing models. For cash management, we enable embedded liquidity solutions, FDIC-insured sweep programs, and treasury tools that help institutions increase deposit retention and generate new fee revenue.

TAPP Engine also enables secure, compliant access to digital asset markets through integrations with qualified custodians and execution partners, allowing financial institutions to offer digital asset exposure without taking on custody risk.

By streamlining complex operations and enabling rapid deployment of modern investment capabilities, TAPP Engine allows financial institutions to meet evolving investor expectations, unlock new growth opportunities, and remain competitive in an increasingly digital financial landscape.

Banking

FinTech

Investment Management

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