BAT Software
Automate your compliance
RUN YOUR PRACTICE ON BAT SOFTWARE
Improve efficiency, mitigate risk, and automate your compliance processes.
Efficient compliance management made simple.
To enhance your compliance, choose BAT Software
Services
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COMPLIANCE MANAGER
Automate your compliance with our purpose-built Compliance Manager. Utilise our File and Promotion checking tools or structure your training and exams with our industry leading SM&CR tool.
£50
per user per month
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CRM-LITE
Purpose-built CRM-lite system, utilised by IFAs to streamline their operations.
+ £20
per user per month
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CRM-PRO
With all of the features of CRM-Lite, use CRM-Pro for Mortgage Brokers. With In-built sourcing, use CRM-Pro for all stages of your operation, pre and post-sale.
+ £35
per user per month
KEY FEATURES
Learn about more functionalities of BAT Software
Try BAT for free
Start a 30-day free trial
No credit card required
24/7 online support
Currently just over 1,500 users in 150 firms are using BAT, with approximately 200 logged in at any one time during working hours.
The team
These are the people behind BAT Software
Charlie has spent over 30 years in Financial Services industry, leading businesses to success in a number of disciplines. Graduate of Allied Dunbar in Cheltenham 1992-97, IFA 1997 to 2007, and founder of Financial, a 500 member IFA network that he built and sold in 2014 to what became Sanlam Network. In 2014 he started IFAC, a network for directly authorised advisers. He designed the original software in 2005 to monitor appointed representatives, their business, file checks, audits and commissions. BAT is a descendent of that solution, refined and rebuilt several times over. Author of several books, on history and financial services, available on Amazon. Charlie sets the tone, sets the agenda and recruits the people to run the show – the very definition of a CEO.
Robert Jones is a native of Glasgow, with years of experience in tax and wealth management, including at Impact Investing, where he assisted startups and other early-stage companies through business development support. He then moved to Hyperoptic doing Business Development before joining BAT. Robert attended University in Wisconsin, USA, on a football scholarship, is qualified with a law degree and currently plays semi-professional football as a striker for Elgin City.
Robert’s experience in software development and sales helps shape the future of the BAT application as we continue to develop the tool.
Peter joined Broker Admin Technology in 2021 and has over 20 years’ of experience in Financial Services working for some leading providers within Software, Investments, Pensions & Protection including Praemium, MGM, and Scottish Widows. Peter has extensive sales and relationship management experience and holds a number of CII Financial Planning qualifications.
He is passionate about the role of technology in the financial adviser market and the fintech industry, and strives to contribute to the growth and innovation of this field
Dan has over 15 years experience as a software engineer and has been instrumental in architecting and developing the BAT technology solution over the last ten years. Dan comes originally from Ourense, with his family today in Cheltenham, and now provides the technical direction in both the software stack and the hosting security and infrastructure that supports our product offering. Dan spearheads technical direction and is responsible for the product delivery roadmap within BAT.
George is software lead on all BAT projects. George has been coding in a number of languages since 2005, and. like Dan, coming also from Northern Spain has the skills and application to grow BAT.
With unique qualifications in cyber security Alvaro is responsible for secure BAT releases and updates for our clients. Alvaro is able to code in many languages, and originally came to Cheltenham to study Cybersecurity in the hub that has developed in the town, a spin off from the spy headquarters, GCHQ. Based in Cheltenham, Alvaro is responsible for keeping safe and secure the millions of documents stored in the cloud and accessible only via BAT.
Latest posts
Get a glance of what we've been up to
FINFLUENCERS USE BAT FOR PROMOTION CHECKS
FCA warned today the 26th March 24, that using social media promotions involves no less compliance than standard page adverts, and if not signed off
BAT Key features download
BAT Software Compliance management system features Below is a list of key modules that are provided to minimise the compliance risks: File checking report for new
Contact us
BAT Software
Unit 3,
Barnett Way, Barnwood
Gloucester, GL4 3GG
0560 306 9892