AI support that fits your workflow. A second set of eyes that YOU control.
Why firms can't wait another quarter
The problems you're managing right now:
Your paraplanners burn 6-8 hours per SOA
Regulatory changes mean less revenue per client, but prep time hasn't changed. You can't afford manual processes that worked 3 years ago.
→ Every month delayed = 500+ manual hours you can't recover
Can't hire paraplanners fast enough
Recruitment takes 3-6 months. Your current team is stretched thin. One resignation creates an immediate capacity crisis.
→ Manual processes that worked for 50 SOAs/month break at 100
Inconsistent SOAs are compliance time bombs
Different advisers using different approaches means different risk levels. Regulators are tightening quality expectations.
→ Every inconsistent SOA increases your audit exposure
Old handwritten documents blocking automation
Legacy client files with handwriting slow everything down. We automated one firm's process from 45 minutes to 7 minutes per document, even doctor-level bad handwriting.
→ Manual transcription doesn't scale
Paraplanners waste hours hunting for clauses
Searching SharePoint, asking colleagues, checking old SOAs. Knowledge trapped in people's heads or buried in folders.
→ This inefficiency compounds as your team grows
Delivery delays are killing client experience
12+ day turnaround times when clients expect 5. Every delayed SOA risks client churn.
→ Your competitors are getting faster
These problems compound monthly. BackPro stops the bleeding 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 FirmsWhat 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.
Frequently asked questions
Common questions from practice managers