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.
KEY FUNCTIONALITY
NUMBER OF FIRMS, USERS & KEY ACCOUNTS
OTHER PRACTICE AREAS:
Not featured in any other practice areas
INSIGHTS: