The BAT SYSTEM goes live from Monday.
The REEVER SYSTEM will BE DOWN FROM 10PM TONIGHT TO MIDDAY Saturday.
We are working on the project this weekend to transfer data over. IFAC have been repeatedly assured by IT that this process will be seamless.
There is a BAT training video playlist available, along with a help page.
BAT-at last a bespoke fully functional CMS system
While regulations are uniform across the board, IFAC recognise the diverse nature of every single adviser in their approach to advising their clients. The processes differ according to your firms unique approach and quality of advice to your clients. BAT is an intuitive comprehensive client management system, and has the unique advantage of any available on the market in that it can be tailored to reflect your unique management proposition with bespoke fact finds, client notes, ATR, CFL questionnaires and versatile file storage. It allows management to organise their company in a way that sets them out from the opposition.
IFAC are offering the bespoke package to all its members who want to stand out in their approach. For more details please contact us.