Purpose-built CRM-lite system, utilised by IFAs to streamline their operations.

+ £20

per user per month

Play Video

Client/Prospect Management

Play Video

Maintain your client data in the BAT Software, with auto sanction checking, ID verification and client vulnerability. Set client review dates for reminders.

Task Management

Play Video

The process of organising, planning, prioritising, and tracking tasks or activities to be completed within a project, team, or individual workflow. Actionable tasks, assigning responsibilities, setting deadlines, and monitoring progress to ensure that tasks are completed efficiently and effectively.

Customised FF

Play Video

Customising your very own fact find tailoring the questionnaire to gather information about a client’s financial situation, goals, and preferences to fit the specific needs and circumstances of the client or the business.

Client Portal

Play Video

This is secure online platform that allows businesses to interact and collaborate with their clients in a centralized digital environment. Send secure messages & documentation.


Play Video

By customising workflows to suit the specific needs and objectives of your business, you can enhance efficiency, productivity, and overall performance while effectively adapting to evolving requirements and challenges.

Table of Contents

Book a Demo

Fill out the form to schedule a demonstration at your convenience.

This demo will showcase the key functionalities of BAT Compliance Manager and BAT CRM-PRO or CRM-Lite.

Additional Free Trial Available

24/7 Online Support

No credit card required