Reduce SOA bottlenecks and rework

without adding staff

Private AI support for drafting, consistency and internal knowledge retrieval — designed to fit existing advice workflows and compliance processes.

60% reduction in SOA prep time

75% fewer revision cycles

Calculate Your Savings

What this fixes (today)

If you manage SOA delivery, you've likely seen:

SOAs taking 6–8 hours to draft

Manual data entry, template selection, compliance formatting

Paraplanner bottlenecks and rework loops

Revision cycles averaging 4+ per SOA, delaying client delivery

Inconsistent SOA structure across advisers

Different advisers, different templates, different risk levels

Internal policies, clauses and templates hard to find

Paraplanners waste time searching SharePoint or asking colleagues

Delivery timelines slipping under client pressure

12+ business day turnaround times damage client experience

BackPro is designed to reduce these pressures without changing who signs off, who reviews, or who is accountable.

How firms use BackPro

Firms typically use BackPro to:

Support first-draft SOA sections using approved templates

Practice managers load firm-approved templates into BackPro. Paraplanners use AI to generate consistent first drafts, reducing manual typing and copy-paste errors.

Standardise language across advisers and paraplanners

Ensure every SOA uses consistent terminology, disclosure language, and regulatory wording — reducing audit findings and rework.

Retrieve internal policies, procedures and SOA clauses quickly

Paraplanners ask BackPro questions like "What's our standard insurance advice disclosure?" and get instant, sourced answers from approved firm documents.

Reduce rework by improving draft quality before compliance review

AI checks for completeness, consistency, and common errors before the SOA reaches compliance, reducing back-and-forth cycles.

Human review stays in the loop at all times.

Download: AI & ASIC — A Practical Guide for Advice Firms

What you get (practical outcomes)

Faster first drafts using your own templates

Reduce paraplanner drafting time by 60% on average

Less paraplanner rework

Cut revision cycles from 4+ to 1 per SOA

More consistent SOAs firm-wide

Eliminate "this adviser does it differently" problems

Clear hand-offs between adviser → paraplanner → compliance

Track who did what, when, with full audit trail

A workflow your team can actually follow

Integrates with tools you already use

Implementation — what to expect

We review your existing templates and policies

90-minute discovery session with your compliance team to understand current workflows and pain points.

Approved content is ingested into a private AI environment

Your firm's SOA templates, policy documents, and research libraries are loaded into your own isolated AI instance. No data leaves your control.

Your team is onboarded with clear usage boundaries

Paraplanners and advisers receive training on what BackPro can and cannot do, with clear examples and guardrails.

Most firms start with a small pilot before wider rollout.

Need Principal sign-off?

If your Principal or Responsible Manager needs comfort first, we've made that easy.

Invite your Principal to the next call

What practice managers say

"We went from 12-day SOA turnaround to 6 days. The compliance team was skeptical at first, but the consistency and audit trail won them over."

Operations Manager

15-adviser firm, Sydney

"The biggest win wasn't speed — it was eliminating the 4-5 revision loops. Our paraplanners are less stressed and advisers are happier."

Practice Manager

Boutique planning firm, Melbourne

Frequently asked questions

Common questions from practice managers

Do we have to change our existing SOA templates?

No. BackPro uses your existing templates. We don't force you to adopt new formats or structures. Your firm's approved templates are loaded into the system, and paraplanners continue working with familiar documents.

What if the AI generates something wrong?

Human review is mandatory. BackPro assists drafting—it doesn't replace compliance review or adviser sign-off. Every SOA still goes through your existing approval process. The AI supports your team, it doesn't replace their judgment.

How long does implementation take?

Most firms complete pilot setup in 2-3 weeks. Full firm rollout typically takes 4-6 weeks depending on the number of advisers. We work with your schedule and can start with just 1-2 paraplanners.

Can we trial this with one paraplanner first?

Yes. We recommend starting with a small pilot (1-2 paraplanners) before wider deployment. This allows you to prove the value and fine-tune the approach before rolling out across the firm.

SOA Time & Cost Calculator

Calculate exactly how much time and money BackPro will save your practice

Your Current SOA Process

Firm Size

SOAs per month

Average prep time per SOA (hours)

Number of paraplanners

Paraplanner hourly rate ($/hr)

Based on total compensation ($75k-95k = $36-46/hr)

Average revision cycles per SOA

1 = no revisions needed, 2+ = multiple drafts

Your Projected Savings

Annual Savings

$145,800

3-Year ROI

317%

Hours Saved/Year

1,620

FTE Freed

0.8

Monthly Hours: Before & After

Where the Savings Come From

Time Savings

Rework Reduction

Quality Improvements

Additional Benefits

65% faster SOA generation

Reduce bottlenecks without adding staff

75% fewer revision cycles

Higher quality first drafts

90% more consistent output

Standardized across all advisers

*Calculations are estimates based on industry benchmarks and your inputs. Actual results vary by firm.

Your Potential Savings

Based on your inputs, you could save $145,800 annually and free up 0.8 FTE. Book a walkthrough to see BackPro in action.

ROI & Efficiency Report

Generated for your practice on 12/18/2025

BackPro

AI for Financial Advice

Executive Summary

Based on your current volume of 25 SOAs/month and team structure, implementing BackPro is projected to save 1,620 hours annually and deliver a 317% ROI over three years.