BAT is designed to help advisers scale their businesses professionally.
Brings advisers, paraplanners, compliance and senior managers into a single shared platform, replacing emails, 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 IFA advice cases even 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.
Move to 100 per cent file checking using AI. Check for completeness, and check for suitability.
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 – ID verification, Transact, 27tec and ipipeline etc to reduce manual data handling and help keep information up to date.
More workflow process – less paperwork
Book a demo to see how BAT fits your workflows.
