Log your Fees/remuneration and report data within a secure system.
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Pay IFA and Mortgage broker staff using BAT Turnover, split commission by percentage, charge fees for office / secretarial useage.
Track insurance sales, indemnity and clawback commission.
Reconcile commissions to your bank account based on uploading CSV file of commission expected.
REG DATA
RegData is the FCA data collection platform for gathering regulatory data from firms. See here https://www.fca.org.uk/firms/regdata
BAT provides the information for RegData, to make for a seamless and consistent output, giving regulators and counterparties comfort that your business is run on professional grounds.
BAT have links to IFADATAFLOW to get income matched from old systems, paper files, pdfs and CSVs. Upload into BAT. You can then get ten pages of paper statements sent by a mainframe into a CSV to upload to BAT.
Reconcile to the new business book and pay your staff based on proven receipts. BAT Software works on what has been received, mathing this to expected commission filed in the new business book.
You can also match input to Xero, https://www.xero.com/uk/ Sage https://www.sage.com/en-gb/sage-business-cloud and Quickbooks https://quickbooks.intuit.com/uk , as many IFAs use these to reconcile commissions to the bank feed.
The system also allows you to view the RegData for FCA reporting.
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This demo will showcase the key functionalities of BAT Compliance Manager and BAT CRM-PRO or CRM-Lite.
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