MODEL PORFOTOLIOS AND BAT AI FOR IFAS
Charlie Palmer
BAT-AI is a file checker co-pilot.
Check for completeness, and serve up a draft file score
BAT-AI is a file checker co-pilot.
Check for completeness, and serve up a draft file score
July 25th An introduction to AI for IFAs click here August 8th Cyber security for Financial Services Practices click here August 22nd Practical use cases
BAT is the holy grail of process for IFAs. BAT Auto Report writer provides Consistency, Scale, Cost, Accuracy.
15/05/2025 –
Discover the latest updates about BAT AI File check Copilot.
Learn how our tools are enhancing file analysis efficiency with AI.
Protection Suitability Report (SR) has been added to the Auto Report section in BAT
Recently, I reached out to our IT department to report an issue with my PC. Their response? PICNIC! If you’re not familiar with this term,
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
The New SR report for pension switching, is a triumph for a government seeking through legislation mandatory disclosures, springing out of Mifid, FCA papers and
This week key client of BAT, IFAC launched its 2025 The Pension Switching auto report. For those who subscribe to IFAC documents, you can find
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.
