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Integrations

Make the quotes for your clients in BAT

In BAT we have applications integrated to make quotes for your clients, and it is faster on BAT. as pull the information from the information directly through the quoting forms. This means that once you create the client and enter his information in the fact find, you won't need to put that information again.

If you already have an account with any of the integrated applications you can use it in BAT, if you can not send us a request to create an account for you.

checkmyfile

the best credit reports, from the most number of sources as fast as possible.

Ifac Panel

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Synaptics

IFAC Member firms get access to the Synaptics Research Suite
End to end research capability, centrally managed and supervised by IFAC on investments and pensions which gives you the confidence in your recommendations that they are supported by an industry leading research house and that the on-going diligence and oversight will be conducted by IFAC on your behalf.

Experian

Experian databases are integrated with BAT. This allows you to check and verify ID and PEP sanction information about your client.

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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