BAT is designed to help advisers run their businesses professionally, without adding administrative burden, friction, or compliance stress.
It brings advisers, paraplanners, compliance and senior managers into a single shared platform, replacing emails, Excel Spreadsheets, duplicated systems, and slow turnaround times with a clear and structured workflow.
Advice cases are created, progressed, reviewed, and approved in one place, with full visibility at every stage. You always know where a case sits, what is outstanding, and what is needed next, with compliance pre-approval via connected software. Get instant pre-approval online.
A steady, more predictable workflow with no surprises later in the process.
BAT includes an AI powered file checking tool that prechecks
advice cases before they reach your compliance team.
For advisers, this acts as a safety net. Missing
information, inconsistencies, or material issues are flagged early, giving you
the opportunity to resolve them before submission.
You do not need to understand the technology behind the AI.
You receive clearer feedback, fewer rejections, and greater confidence that
your cases meet required standards.
Less admin, more time for advice
Client records, advice cases, documents, and valuations are managed in one CRM designed specifically for automation. Integrations with leading industry tools such as Yoti for ID verification, Transact for daily valuations, and 27tec reduce manual data handling and help keep information up to date.
Freeing advisers to focus on clients, not paperwork.
Book a demo to see how BAT fits your workflows.
