Dear IT guys, good morning and I hope you are well, thank you for your help and support yesterday everything is fine, Daniel and George helped me a lot yesterday to get it sorted.
BAT, is a great system and we have embraced it totally for commission runs, compliance, fact find and your great suitability reports.
The guys In my Brockworth office are working completely on BAT, so far they have made 8 sales this week, having the whole sale process on BAT together with the telephone system it is quick and simple way to keep an eye on the whole operation.
BAT has everything Intelliflo and Adviser Office had, and is simple and
well laid out at a fraction of the price. It has all the same features except it doesn't get feeds from platform valuations – but you can get that more accurately direct from the platforms.
Ravi, Chancery Wall
"BAT works really well for our IFA practice in Stoke"
You can use BAT alone as a Client and Business Management System, but we do recommend to use it along with the compliance services of one of our featured networks, which will grant your company all the tools and assistance you might need to run the best out of your business.