Automate and Scale Up your Adviser Office
BAT isn’t just a CRM for advisers, it’s the infrastructure that keeps the entire firm connected. From advisers and paraplanners to compliance officers and administrators, BAT brings everyone onto one shared platform with a single source of truth.
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 removes the friction from compliance. It centralises your reviews, issues, and oversight activity 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 firms 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 AI processing 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 your firm already relies on. From identity verification and fact-finding to research, sourcing, valuations and accounting, BAT integrates with leading industry partners to keep your workflow unified and efficient.
Book a demo to see how BAT fits your workflows.
