Feature-rich technology✓ No tie-in ✓ Client portal ✓ Easy CSV import ✓ Client messaging ✓ Regulatory reporting ✓ Document and policy sharing ✓ E-signatures ✓
Follow this guide to help onboard prospects. Several people asked BAT to provide some tool to manage the on-boarding of clients, as phone calls lead
Cashflow forecasting tool Workflow Bring policies into the frame for advice Use editable FF, join with other FF for joint view
Robo-paraplanner Suitability report writing software Compliance automation; crm system for IFAS for IFAs, Networks, mortgage brokers and PSD firms Robo data BAT auto paraplanner
The Senior Managers and Certification Regime (SM&CR) is a regulatory framework implemented by the Financial Conduct Authority (FCA) in the United Kingdom. It was introduced
In the fast-pace world of financial advise in the UK, staying ahead of the curve requires not only insightful strategies but also efficient tools. BAT
In the dynamic realm of financial advisory services in the UK, staying ahead requires a keen adaptation to modern tools that enhance client communication and
In an era dominated by digital interactions, the financial advisory landscape in the UK is undergoing a significant transformation. As advisers increasingly rely on technology
