Every regulated document your firm produces. One platform.
Statements of Advice, DDQs, audit evidence and incident registers, drafted from your own documents, checked before anyone relies on them, and recorded as you go.
- Your templates and wording
- Every answer traced to its source
- Hosted in Australia, or On‑prem
The core of the platform.
DDQ EngineEvery DDQ, answered from your own documents.
Cited, approved, ready to send.
Explore DDQ Engine
SoA AutomationAn adviser-ready SoA in about ten minutes.
Compliance-checked before you see it.
Explore SoA Automation
Audit & EvidenceEvidence collected as you work.
Not the week before the audit.
Explore Audit & Evidence
Compliance MappingEvery control, mapped to what it answers.
One matrix, every regulator.
Explore Compliance Mapping
Knowledge GraphSee how everything connects.
Then ask it a question.
Explore Knowledge Graph
Compliance SuiteIncidents, breaches and complaints.
Each on its own clock.
Explore Compliance Suite
Everything else the work touches.
Advisers
Bulk rebalance
Enter the model portfolio once. Every client gets their own Record of Advice, through the same guardrails.
Advisers
Product comparisons
What the client pays now, on the recommended product, and what switching costs, in dollars (s947D).
Advisers
SoA Formatter
Word document in, your house format out, compliance-screened section by section.
Advisers and licensees
The client file
Advice, fee consents, findings, emails and fees for one client, in one place.
Everyone
Ask BackPro
Ask anything about a client in plain words. Every question is audit-logged.
Brokers
Mortgage broking
Collect documents, see what clients can borrow, and get loan files ready to lodge.
Also included.
Records of Advice
Short-form advice on the right legal pathway: s946B, s946AA or reg 7.7.10AAA.
Meeting recording
Goals, concerns, risk cues and actions pulled from the meeting.
Client portal
Publish advice, request documents and send a fact find.
Modelling
Super, tax, Age Pension, property and market shocks, projected forward.
Aged care calculators
Daily fees, DAP from a deposit, and Support at Home.
Mandate compliance
Holdings checked against every mandate constraint.
ETF operations
PCF basket exceptions, explained against the source figures.
Obligations calendar
Every review and compliance deadline in one calendar.
Works with the tools you already use.
Outlook and Microsoft 365
Client emails on their file, calendar for meeting prep
SharePoint and OneDrive
Compliance and client documents indexed
Microsoft Directory
Your people and roles, kept in step
Google Workspace
Gmail, Drive and Calendar
Xero
Fees and invoices
XPLAN
Client data by CSV import
Hosted by BackPro in Australia. Or On‑prem, in your own GCP, AWS or Azure account.
BackPro plans for financial advisers.
Lite, Digital and Practice start with a free trial and bill each month. Prices exclude GST. On‑prem puts every module on your own servers in GCP, AWS or Azure.
Format and compliance-check the SoAs you write.
RecommendedBackPro DigitalA$399per user per monthDraft SoAs and RoAs from the fact find.
BackPro PracticeA$1,249per monthIncludes 3 users, then A$299 per extra userDigital, plus modelling, compliance and comparisons.
On‑prem deploymentCustomquoted for your deploymentEvery module, in your own GCP, AWS or Azure account.
The full list of what each plan includes is on the Financial Advisers page.
Take this with you · eBook · PDF, 9 pages
10 Reasons Firms Are Choosing BackPro AI
Ten reasons in plain words, each with the evidence behind it and something you can check for yourself in a walkthrough.
Sent to your inbox. No call, and nothing else unless you ask.
See it on your own work.
Thirty minutes on video. Bring an SoA, a DDQ or an audit request, and we run it through BackPro in front of you.