Transfer cases, client information and documents directly from Intelliflo Office into BAT. Less duplication, fewer manual steps and faster compliance reviews.

Transfer cases, client information and documents directly from Intelliflo Office into BAT. Less duplication, fewer manual steps and faster compliance reviews.

Transfer cases, client information and documents directly from Intelliflo Office into BAT. Less duplication, fewer manual steps and faster compliance reviews.

Transfer cases, client information and documents directly from Intelliflo Office into BAT. Less duplication, fewer manual steps and faster compliance reviews.

Transfer cases, client information and documents directly from Intelliflo Office into BAT. Less duplication, fewer manual steps and faster compliance reviews.

A small peek on what’s coming soon!

BAT Software is now ISO 27001 certified, independently recognising the processes and controls we have in place to protect client information and continually improve information security.

BAT T&C keeps getting better. Firms can now set individual tests for specific members of staff, making it easier to turn compliance issues into focused training and follow-up.

A fresher look is coming to BAT. We’re improving layouts, navigation and visual consistency across the platform to make everyday workflows cleaner, quicker and easier to use.

More insight from your BAT data. The new Provider Breakdown report lets managers review provider sign-ups by subcompany or individual adviser, making it easier to spot trends and support better business decisions.