The paraplanner workload, automated.
Provide personal financial advice to retail clients under an AFSL. Spend the week on fact‑finds, statements of advice, records of advice, and the supervision visits that follow. BackPro drafts in your template and leaves the audit trail behind.
Three pressures every advisor already feels.
- Pressure 01
The paraplanner pipeline is dry.
Recruiting an experienced paraplanner takes months. Holding one costs six figures, fully loaded. Every SoA still has to clear a human pair of hands before it goes to a client.
- Pressure 02
The thirty‑day clock starts the moment it’s said.
RG 271 doesn’t start running when a complaint is logged. It starts the moment a client expresses dissatisfaction. Late responses surface in ASIC’s public IDR data.
- Pressure 03
Every fact‑find captures sensitive information.
APP 11 obligates reasonable steps to protect every record an advisor handles. The Notifiable Data Breach scheme runs alongside on a 30‑day notification clock, and most advisors discover this only after they breach it.
A week, in plain words.
Fact‑find conversation with the client. Capture goals, risk profile, dependants, super, debt, and the soft context that shapes the recommendation.
Model two or three scenarios, document rationale and best‑interest reasoning, and draft the Statement of Advice in your firm’s template.
Quarterly file reviews, ongoing fee consents, and the annual record sweep your licensee asks for before they walk in.
A complaint lands. The 30‑day RG 271 clock starts on the day it was first expressed, not the day it was logged.
Ninety percent of your time, back on your desk.
Drag the sliders for your firm. The estimate is grounded in BackPro’s measured 90% time reduction per Statement of Advice, applied to your annual SoA volume at your paraplanner rate.
- Hours saved / year
- 2,160
- SoAs per year
- 600
- Time reduction / SoA
- 90%
Formula matches the homepage calculator. Estimate is indicative. Your real saving depends on your template complexity and review process.
The SoA Drafter, at work.
Fig. BackPro drafting a Statement of Advice from a fact‑find, in your firm’s template.
Six features, one platform, your seat at the centre.
From signed pilot to quarterly rhythm.
Most practices are live in under twenty‑four hours and at quarterly rhythm in thirty days.
Deployment scoped. We map your template, your supervisor’s review process, and your licensee’s audit format.
BackPro running inside your environment. Your data stays in your perimeter. Sample SoA drafted by end of day.
Your team trained. Real client SoAs flowing through the drafter, in your template. Supervisor reviews the trail, not the draft.
Every SoA, fact‑find, complaint, and supervision visit captured in one register. The quarterly review becomes a thirty‑minute conversation.
The honest FAQ.
The six questions every advisor asks within the first ten minutes of a private demo. Answered the same way we’d answer them in the room.
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.
See BackPro running inside an advice practice.
Bring a real fact‑find from your firm. Thirty minutes. We draft a Statement of Advice in your template, return it inside the hour, and leave the supervision trail behind, whether you proceed with us or not.