From fact find to adviser-ready SoA, in about ten minutes.
Upload the client’s documents. BackPro reads them, asks you to confirm what matters, and drafts every section in your own template. You refine it, then sign.
From fact find to signed SoA, in three steps.
Upload Client Documents
Drop the client’s documents in and each one is identified automatically. Each file is saved as soon as it’s added, so you won’t lose them.
Drop PDF, DOCX, Excel or CSV files, or click to browse
Multiple files supported. Up to 100 MB each, 15 documents per SoA.
- PDFDonnelly fact find.pdf✓ Fact find
- PDFIndustry Fund A statement.pdf✓ Current super statement (with fees)
- PDFPlatform PDS.pdf✓ Recommended product PDS (fee schedule)
- less time per SoA, reported by More4Life
- 90%less time per SoA, reported by More4Life
- less SoA production time, reported by Frazer Walker
- 60%less SoA production time, reported by Frazer Walker
“Our reporting quality improved while our turnaround time dropped. Clients notice the difference, and our advisers are finally doing what we hired them for: client relationships, not document formatting.”
James Walker PowellFounder and Financial Adviser, More4LifeEvery number read from the documents, not written by the AI.
Where two documents give different figures for the same fact, you see both and pick one. Your pick beats every document.
Fact find says
Household contents
$15,000
Insurance quote says
Household contents
$18,000
Documents disagree. Pick the value the advice should use, or type the correct one.
Documents disagree
Drafting without picking is recorded, so nothing slips through unseen. Illustration using the specimen client.
What makes it advice, not a mail merge: the work around the AI.
Fact
looked up on the file
Condition
decides if text appears
Instruction
the only part the AI writes
Every bracket in your template is a fact to look up, a condition to work out, or an instruction to write. Only the instructions reach the AI.
Illustrations using the specimen client.
Bring what you already have, it reads them all.
- PDFFact find
- PDFSuper statements
- XLSInsurance quotes
- CSVXPLAN export
- RECMeeting recording
- LINKDrive and SharePoint
Identified for you
- ✓Fact find · Andrew and Claire Donnelly
- ✓Current super statement (with fees)
- ✓Recommended product PDS (fee schedule)
- ✓Insurance quote · 3 covers
Up to 100 MB each, 15 documents per SoA.
Some of these depend on your plan. See what each plan includes.
Ask for a change in plain words.
Ask the AI editor to refine any section or apply a fix, jump straight to a flagged figure, undo the last edit, and keep separate threads. Then download the Word file.
A client presentation from the same advice.
The SoA produces a client-facing deck: goals, asset allocation, fees and insurance, in your template’s own colours. You do not rebuild the advice in slides.
The right document, before it is written.
Reading the client’s file
A Record of Advice is available for this client.
BackPro reads the client’s file for a prior SoA, asks you to confirm nothing significant has changed, and records your attestation.
Drafting comes with BackPro Digital and BackPro Practice.
Practice also checks each draft for compliance by default, before it reaches you. Free for 7 days or 5 SoAs.
Templates, tools and notes on this, no sign-up needed.
Questions, answered.
Yes. The Template Builder turns your firm’s own SoA document into the template every draft is written into, with your approved wording from the Clause Library.
Fee and premium tables are read from the documents, not written by the AI, and you confirm them before anything is drafted. Where two documents disagree you see both figures and pick one.
PDF, Word, Excel or CSV files, up to 100 MB each and 15 documents per SoA, or files from Drive, SharePoint or an XPLAN export.
On BackPro Practice, yes: each draft is checked against the Corporations Act and ASIC’s guidance by default, before it reaches you. On every plan you can also upload a finished SoA and have it checked.
You do. BackPro drafts; the suitability judgement, the review and the sign-off stay with you.
Run your next SoA through BackPro.
Start free and check your first SoA today. Not ready? Run the check on our sample SoA first, no sign-up needed.