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Let BAT Compliance Manager
do the hard work

Workflow

Record all your tasks. Simple enough.
Client phones for update…you insert the time spend, the action and the date and so on is recorded automatically. Drag the email across and close the task.

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Compliance module

Risk tracker, time recording feature and REG DATA report writer.
BAT keeps your records in one place – online and in the cloud in easy to read format – downloadable to PDF.

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E-learning

T&C suite includes exams, CPD recording feature, downloadable for Senior managers and Professional bodies, qualification compiler and allows managers to set structured CPD in line with regulatory guidance, for users to take.
The feature is editable and expandable.

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Exam suite

Exam Feature means that you now have an auditable trail of AML examinations,

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CPD checker

Keep a record of all your CPD, and retain a manager / director view over all your staff.

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File check module

File checking is the ABC of a compliance regime, and understandably the system is robust here.

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Promotion checking

Every promotion needs oversight.

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Message centre

Use Client message centre to correspond with your customers.

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REG DATA

BAT populates REG DATA for you.
BAT do this direct from your new business and turnover books.

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HR Intranet

If you are the boss, you’ll be well used to “can I take the afternoon off to see the dentist?”
How do you know they are not taking advantage of you?

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Partner Integrations

Make the quotes for your clients in BAT.
We have integrations with Defaqto, iPipeline and much more

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Try BAT for free

  • Start a 30-day free trial

  • T&C / Document Library / Compliance manager

  • Join over 1,000 other IFAs and Mortgage brokers
    using BAT for compliance.

  • No credit card required

  • 24/7 online support

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