BAT Software
AUTOMATE YOUR COMPLIANCE
RUN YOUR PRACTICE ON BAT SOFTWARE
Services
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COMPLIANCE MANAGER
Automate your compliance with our purpose-built Compliance Manager. Utilise our File and Promotion checking tools or structure your training and exams with our industry leading SM&CR tool.
£50
per user per month
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CRM-PRO
For IFAs and mortgage brokers – sourcing, CRM, auto report writer, valuations, FF, workflow, client portal, pre and post-sale.
+ £35
per user per month
KEY FEATURES
Learn about more functionalities of BAT Software
Book a Demo
Fill out the form to schedule a demonstration at your convenience.
This demo will showcase the key functionalities of BAT Compliance Manager and BAT CRM-PRO or CRM-Lite.
Additional Free Trial Available
24/7 Online Support
No credit card required
The team
These are the people behind BAT Software
Charlie has spent over 30 years in Financial Services industry, leading businesses to success in a number of disciplines. Graduate of Allied Dunbar in Cheltenham 1992-97, IFA 1997 to 2007, and founder of Financial, a 500 member IFA network that he built and sold in 2014 to what became Sanlam Network. In 2014 he started IFAC, a network for directly authorised advisers. He designed the original software in 2005 to monitor appointed representatives, their business, file checks, audits and commissions. BAT Software is a descendent of that solution, refined and rebuilt several times over. Author of several books, on history and financial services, available on Amazon.
Robert is a native of Glasgow, with years of experience in tax and wealth management, including at Impact Investing. He assisted startups and other early-stage companies through business development support. He then moved to hyperoptic doing business development before joining BAT Software. Robert attended university in Wisconsin, USA, on a football scholarship. He qualified with a law degree and currently plays semi-professional football as a striker for Elgin City.
Robert’s experience in software development and sales helps shape the future of the BAT application as we continue to develop the tool.
Peter joined Broker Admin Technology in 2021 and has over 20 years’ of experience in Financial Services working for some leading providers within Software, Investments, Pensions & Protection including Praemium, MGM, and Scottish Widows.
Peter has extensive sales experience, has advised clients and holds CII Financial planning qualifications.
Dan has over 15 years experience as a software engineer and has been instrumental in architecting and developing the BAT technology solution over the last ten years. Dan comes originally from Ourense, with his family today in Cheltenham, and now provides the technical direction in both the software stack and the hosting security and infrastructure that supports our product offering. Dan spearheads technical direction and is responsible for the product delivery roadmap within BAT.
George is software lead on all BAT projects. George has been coding in a number of languages since 2005, and. like Dan, coming also from Northern Spain has the skills and application to grow BAT.
With unique qualifications in cyber security Alvaro is responsible for secure BAT releases and updates for our clients. Alvaro is able to code in many languages, and originally came to Cheltenham to study Cybersecurity in the hub that has developed in the town, a spin off from the spy headquarters, GCHQ. Based in Cheltenham, Alvaro is responsible for keeping safe and secure the millions of documents stored in the cloud and accessible only via BAT.
Latest posts
Get a glance of what we've been up to
Exciting Update to Our SM&CR Suite: Fully Customisable CAS (Competent Adviser Status) Workflow!
We’ve introduced several new functionalities to enhance this already valuable tool listening to all the feedback our users have provided after one year of SM&CR on BAT.
Analytical vs Generative AI – What do I really need?
AI is officially here. It has become central to the innovation strategy especially in financial services where data accuracy, compliance, and operational efficiency are paramount.
SOCIAL MEDIA ACTIVISTS FACE COURT
Social media activists face the courts. Great news! Unlicenced financial advisers are being prosecuted by the FCA. see here This apparently includes Love Island contestants
Contact us
BAT Software
Unit 3,
Barnett Way, Barnwood
Gloucester, GL4 3GG
0560 306 9892