What’s New in BAT
Product Update: New Auto SR Builders
We have newly published on BAT Auto-Report feature a number of documents, as shown below.These are draft reports generated by BAT following your inputs from FF or questionnaire.
20 de March de 2026
No Comments
Product Update: T&C Review and File Check List Filters
We have introduced several improvements across the platform to make workflows smoother and more intuitive. This updates focus on improving the File Check list filters and enhance the experience within the T&C and Financial Exams Suite.
12 de March de 2026
No Comments
Product Update: Renaming Sections
At BAT, we have developed a new feature that will significantly improve the Business Book. Advisers will now be able to see instant feedback on document completeness.
The aim of this change is to help both advisers and compliance officers reduce friction points, especially when certain documents or important information are missing.
6 de March de 2026
No Comments