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task management

30/08/2021

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BAT has everything Intelliflo and Adviser Office had, and is simple and well laid out at a fraction of the price. It has all the same features except it doesn't get feeds from platform valuations – but you can get that more accurately direct from the platforms.

BAT works really well for our IFA practice in Stoke

The best system I have seen on the market

Dear IT guys, good morning and I hope you are well, thank you for your help and support yesterday everything is fine, Daniel and George helped me a lot yesterday to get it sorted.

BAT, is a great system and we have embraced it totally for commission runs, compliance, fact find and your great suitability reports.

The guys In my Brockworth office are working completely on BAT, so far they have made 8 sales this week, having the whole sale process on BAT together with the telephone system it is quick and simple way to keep an eye on the whole operation.

Thank you.