We have visually updated the Auto Suitability Reports section within BAT, giving the area a cleaner, more modern look and making it easier to navigate.

This update is part of our wider work to improve the overall platform experience, with more visual and usability improvements planned across BAT over the coming months.

The Auto SR Builder remains a key part of the Auto Report Writer area. It helps firms generate draft suitability report content based on the information entered into BAT, supporting a more structured and consistent report-writing process.

These reports are designed to support advisers and compliance teams by helping bring key information together in one place, reducing duplication and making the advice process easier to manage.

You can view the updated section by going to:

Library > Auto Report Writer

This is the first of many visual updates coming to the platform, as we continue improving BAT to make everyday workflows clearer, smoother and more consistent for the firms using it.