Welcome back
Access your BAT workspace for advisory operations, workflows and client management.
Software that adapts to your company
Powerful, flexible and secure solutions designed to help advisory teams operate with more clarity, control and confidence.
Built to fit the way your teams really work.
Enterprise-minded access controls and layered protection you can trust.
Tools that help your business move faster while keeping the experience premium.
Visit the Help Center or contact support for account access and onboarding questions.
Request a password reset
Enter your work email address and we will send a secure recovery link.
Premium access recovery, zero chaos
A more polished recovery flow with clearer messaging, faster actions and a stronger sense of trust.
Recovery links are sent through a simple, focused flow.
Each recovery action stays inside the same secure BAT login experience.