
tech is the bridge for lowering compliance costs
Protection Suitability Report (SR) has been added to the Auto Report section in BAT
Our trials have shown that a reasonably skilled adviser can complete the questions in just 20 minutes, while a paraplanner unfamiliar with the case at the outset can do it in around 30 minutes.
LESSONS FOR IFAS AND MORTGAGE BROKERS Apple recently ventured into the Buy Now Pay Later (BNPL) space, aiming to develop its own application. Partnering with
IFAs struggle with sending secure information across the internet, here is how
At BAT Software, we take great pride in agent training—it is one of the most thrilling aspects of developing the AI agents tasked with file
The Financial Conduct Authority (FCA) is gearing up to implement regulations that will govern how regulated firms report their third-party partnerships. A consultation paper recently
The Bed and ISA season is here, and over the next few months, a significant portion of the 4 million current stocks and shares ISA
One of the biggest challenges in the software industry has always been data storage and access. Fortunately, we have come a long way from the
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.