A Platform That Connects Your Whole Team
BAT isn’t just a CRM for advisers, it’s the infrastructure that keeps the entire firm connected. From advisers and paraplanners to compliance officers and administrators, BAT brings everyone onto one shared platform with a single source of truth.
Adviser Friendly Full Suit CRM
A complete CRM suite designed around the adviser workflow. From client onboarding to advice cases, new business and annual reviews, key once and BAT keeps your entire practice running smoothly in one place.
Compliance Without the Complexity
BAT removes the friction from compliance. It centralises your reviews, issues, and oversight activity so compliance managers can quickly spot risks, support advisers and maintain a fully auditable process without complexity.
AI That Speeds Up Compliance Reviews
Upload a case and get instant insight. AI surfaces issues so reviewers can focus on decisions, not admin.
AI That Speeds Up Compliance Reviews
Leading firms rely on BAT to streamline workflows,speed up file checking, and reduce regulatory risk.
