Financial advisers, Mortgage and Protection advisers wear many hats. They juggle client needs, regulatory compliance, and business growth. BAT software aims to simplify these tasks by offering a centralized platform for managing advisers, clients, and compliance processes. This review dives into the key features and functionalities of BAT software, highlighting its strengths and areas for consideration.

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KEY FUNCTIONALITY

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NUMBER OF FIRMS, USERS & KEY ACCOUNTS

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OTHER PRACTICE AREAS:

Not featured in any other practice areas