Automate and Scale Up your Adviser Office
BAT isn’t just a CRM for advisers and AR firms, it’s the infrastructure that keeps the entire firm connected. From advisers and paraplanners to compliance officers and administrators, BAT is one shared platform for IFAs, mortgage brokers and FCA regulated firms.
A complete CRM suite designed around the adviser workflow. From client onboarding to advice cases, new business and annual reviews, key once and BAT keeps your entire practice running smoothly in one place.
BAT centralises your annual reviews, and automates oversight so compliance managers can quickly spot risks, support advisers and maintain a fully auditable process without complexity.
Upload a case and receive an immediate decision: Suitable, Unsuitable, or Unclear, allowing teams to scale to 100% file checking without added overhead.
Leading networks, national and consolidators rely on BAT to streamline workflows, speed up file checking, and reduce regulatory risk.
And other 600+ firms who already trust BAT
Keep your client data protected with full UK GDPR compliance, Cyber Essentials certified security, and encrypted infrastructure designed for advice and compliance workflows. All data stays entirely within the UK, ensuring sensitive information never leaves UK jurisdiction. Granular user permissions and complete audit trails give your firm clear control and oversight.
Seamlessly connect BAT with the tools brokers rely on. From identity verification and fact-finding to research, sourcing, valuations and accounting, BAT integrates with leading industry partners to keep adviser workflow unified and efficient.
Book a demo to see how BAT fits your workflows.
