A clearer way to assess client vulnerability. BAT’s updated Vulnerable Client check introduces improved questions, a simpler Yes or No outcome, and a refreshed design to make assessments easier to complete and understand.
BAT Guide 100% File Checking vs Sample File Checking: Which Is Better for Advice Firms? Why Consumer Duty, AI-assisted advice, consolidation and FCA scrutiny are
A cleaner first impression for BAT. Our refreshed login screen brings a more modern look, clearer sign-in fields and improved spacing, while keeping the login process exactly as users know it.
AI file checking for financial advisers How can AI File Checking improve your advice office? AI file checking helps advice firms, adviser networks and compliance
Logging in to BAT just got easier. Microsoft Single Sign-On is now available, giving users a faster, simpler and more secure way to access BAT using their existing Microsoft 365 credentials.
Auto Suitability Reports have had a refresh. A cleaner layout and improved navigation make the report-writing experience easier to use, while keeping the same structured process firms already rely on.
Compliance risk for financial advisers How to Reduce Compliance Risk in Financial Advice Offices A practical guide to stronger file checking, clearer audit trails, better
Compliance software for financial advisers What is Compliance Software for Financial Advisers? Compliance software helps advice firms, adviser networks and compliance teams manage regulatory processes,
Easier document management workflows are coming into bat, add a product, attach the documents and activate the AI
Tired of keying data multiple times into your CRMs to get MI reporting? BAT’s new update coming on May 5th will help you with this.
