A Centralized Intelligence Layer for Client Diagnostics and Reporting.
Maintain control, visibility, and consistency across your entire client portfolio from a single interface.
Request Partner AccessThe Partner Portal provides licensed firms with a unified interface for managing client engagements, running diagnostics, and generating deliverables.
Create a new client engagement and configure the diagnostic scope based on service requirements.
Clients provide operational data through a secure, guided submission process.
The diagnostics engine processes submitted information using standardized analytical models.
Board-ready findings are compiled into professional, branded deliverables.
Present findings to clients under your firm's brand with full ownership of the advisory relationship.
All outputs are designed to meet the standards expected in executive and board-level presentations.
Professional documentation suitable for governance and oversight presentations.
Concise findings for time-constrained decision-makers.
Quantified metrics for tracking performance and exposure.
Prioritized recommendations for operational improvement.
You determine who can view, edit, and manage client data
Each client's information is isolated and protected
Configure access levels for different team members and roles
Track changes and maintain historical records of all outputs
The Partner Portal is designed for autonomous use. Daily operations do not require live support intervention.
Comprehensive guides for all platform functions
Guidance for effective diagnostic delivery
Direct access when complex issues arise
The Partner Portal serves as the interface layer through which your firm interacts with the platform's capabilities.
The diagnostics engine and analytical models operate in the background, invisible to end clients.
Partners retain full ownership of client relationships. The platform supports your advisory practice without intermediating.
Partner access is available to licensed firms that have completed the qualification and alignment process. Contact us to discuss suitability and alignment with your firm's service model.
Request Partner Accessinfo@bapt-pay.com