Do we have to change our SoA template?

No. BackPro is set up from the SoA template you already use.

Who gives the advice?

You do. BackPro writes the draft, and you check it and sign it off.

Brochure · PDF, 1 page

BackPro drafts the Statement of Advice. You give the advice. One page on what changes, written to be forwarded to the colleague who has to agree.

Written for principals, advisers and paraplanners.

Sent to your inbox. No call, and nothing else unless you ask.

01
What you stop doing by hand: copying figures into the template, hunting for approved wording, building the product comparison and insurance tables, rebuilding the advice as slides, and writing Records of Advice one at a time.
02
What gets caught before you read it: blanks someone meant to fill, a number in the wrong place, a section the AI got wrong, and anything that needs your eye.
03
What your licensee will ask, answered: where client details go, who gives the advice, what happens if a number is wrong, and whether your template has to change.
04
More4Life reported 90% less time per SoA and Frazer Walker about 60%.

Do we have to change our SoA template?: No. BackPro is set up from the SoA template you already use.
Who gives the advice?: You do. BackPro writes the draft, and you check it and sign it off.