BAT Software is a UK-based technology provider offering a compliance-focused CRM and practice management platform for financial advisers, mortgage brokers and protection specialists. Developed over the past ten years, the system has been designed to improve operational efficiency, reduce compliance risk and streamline document management.

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KEY FUNCTIONALITY

This content is restricted to organisations that participate in our wider services – if you would like to learn how you can get access to this please contact AdviserSoftware.com on 020 3740 0000 or [email protected].

NUMBER OF FIRMS, USERS & KEY ACCOUNTS

May be available on request

OTHER PRACTICE AREAS:

Not featured in any other practice areas