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This is a secure online platform that allows IFAs, Mortgage brokers and Protection brokers to interact with their clients, in a centralized digital environment Send secure messages and Documentation.

The Information Commissioner Office ICO insists on secure document share between clients and brokers, and between brokers and their providers and lenders.  BAT mail delivers security with 2FA and cyber security central to the design.

  • White-Label and brand your client portal
  • Keep your customers engaged, streamline business processes, and manage your client interactions including
  • Create branded
  • Mobile and web portals
  • Get business done with your clients, vendors, and partners
  • Any time, any place, on any device.
  • Share confidential documents securely.


BAT client portal is a secure, cloud-based platform enabling file sharing, fact finding and collaboration between your firm and your clients.

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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.

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