Resources

Library.

Brochures, examples and longer reads for advisers, then research for licensees, fund managers and larger firms. Every figure in them traces to a measurement, a named client or the regulator, and each one says when it was last checked.

I

For advisers.

What BackPro does for an advice practice, a specimen Statement of Advice, and the longer read on building compliance into the work.

BrochurePDF · 1 page

SoA Automation for financial advisers

One page on what BackPro drafts, what it checks before anyone reads it, and the three questions a licensee will ask. Written to be forwarded.

For principals, advisers, paraplanners

What’s inside
eBookPDF · 11 pages

The AI-Native Compliance Advantage

The questions advisers and licensees ask about AI in advice documents, from "will it make things up?" to "who is responsible?", answered with the evidence.

For advisers, practice principals, licensee compliance

What’s inside
ExamplePDF · 12 pages

Example Statement of Advice

A specimen SoA in a firm template, for fictional clients: scope, personal situation, the reasoning behind each recommendation, alternatives considered, fees, commissions and risks.

For advisers, paraplanners, licensee compliance

What’s inside
II

Enterprise research.

For licensees, fund managers and larger firms: the regulatory analysis, a specimen DDQ response, the case for BackPro and our own measurements.

WhitepaperPDF · 11 pages

Where the data sits: in-tenancy AI under APRA and ASIC expectations

What the Privacy Act, CPS 230, CPS 234 and the licensee obligations actually require of an AI deployment, what they do not, and the questions to put to any vendor. Every obligation cited to its source.

For heads of compliance, COOs, CROs

What’s inside
eBookPDF · 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.

For anyone building the case inside their firm

What’s inside
ExamplePDF · 4 pages

Example DDQ response

A specimen DDQ response for a fictional fund manager. Each answer shows the policy it came from, and the two questions the documents cannot answer are flagged, not guessed.

For fund COOs, investor relations, operations

What’s inside
ResearchPDF · 14 pages

BackPro hallucination benchmark

120 compliance questions, half of them unanswerable by design, put to a plain model, standard RAG and BackPro on identical infrastructure. Method and results, March 2026.

For compliance, risk, technology