AI for Fund Managers
Automate DDQs in 4 Hours, Not 3 Days
Australian fund managers automate DDQs, investor reporting, and compliance with on-premise AI. Complete data sovereignty and ASIC/APRA compliance.
DDQ Response Time
Complete complex DDQs in hours, not days
On-Premise Processing
Zero data leaves your infrastructure
Regulatory Ready
Built for Australian compliance
The Challenge Facing Fund Managers
DDQ Processing Bottleneck
Fund managers receive 20-30 DDQs monthly, each requiring 15-40 hours of manual work across fund documents, performance reports, and compliance records. Senior analysts spend more time on administration than investment research.
Business development stalls while investment professionals answer repetitive questions.
Investor Reporting Burden
Quarterly reports consume 40% of analyst time. Manual compilation of performance data, commentary, and portfolio updates across systems creates inconsistent formatting and compliance risks.
Your best people are doing copy-paste work instead of managing money.
Data Sovereignty Requirements
ASIC and APRA require complete control over client data. Cloud AI services send fund data offshore for processing, creating compliance violations that traditional AI solutions can't resolve.
Your compliance team blocks every AI tool that could actually help.
System Disconnection
Bloomberg for data, FactSet for analysis, Morningstar for research, separate compliance systems—no single source of truth. AI must integrate with existing infrastructure.
Manual data consolidation before you can even start generating reports.
What if AI ran entirely within your infrastructure?
BackPro AI deploys on your Azure, AWS, or GCP environment. Zero data leaves your infrastructure. Complete ASIC/APRA compliance whilst automating your most time-intensive processes.
How BackPro AI Helps
Intelligent DDQ Response Generation
AI learns your investment approach and compliance requirements from historical DDQs. Analyses questions, searches your knowledge base, and generates responses with full source attribution for review.
Complete a 40-hour DDQ in 4 hours with compliance-ready source citations.
Automated Investor Reporting
Connect to Bloomberg, FactSet, and Morningstar. Automatically extract data, generate commentary, and create branded PDFs with consistent quality across all communications.
Generate quarterly investor reports in minutes instead of days.
On-Premise Deployment
Deploy entirely within your Azure, AWS, or GCP infrastructure. Zero data leaves your environment. Complete control over security and compliance. Automated deployment in under 1 hour.
Meet ASIC/APRA data sovereignty requirements without compromising AI capabilities.
Portfolio Management Integration
Seamless integration with Bloomberg Terminal, FactSet Workstation, Morningstar Direct, and custodian systems. Pull real-time data and auto-update DDQ responses when portfolios change.
AI works with your existing systems instead of replacing them.
Compliance Documentation
Every response includes source attribution and audit trails. Track approvals with full transparency. Export ASIC-ready compliance reports with built-in version control.
Pass ASIC audits with complete transparency into AI-generated content.
Multi-Fund Support
Manage multiple funds, strategies, or vehicles in one system. Query across underlying investments whilst maintaining separate knowledge bases on shared infrastructure.
Scale across your entire fund family without deploying separate systems.
Client Success Story
Selector Funds
Boutique Fund Manager | $500M+ AUM
01 The Challenge
Selector Funds was spending 3+ days responding to complex due diligence questionnaires, pulling information from decades of fund documents, performance data, and compliance records. Manual DDQ processing was bottlenecking business development and preventing senior analysts from focusing on investment research.
02 The Solution
On-premise RAG system deployed on Selector's Azure infrastructure. Custom-trained on 10+ years of fund documents with full source attribution for every response.
Technical Highlights:
- Deployed on Azure Container Apps
- Custom Qwen3-4B-Instruct model fine-tuning
- Full ASIC compliance controls built-in
03 The Results
95% Time Reduction
DDQ response time reduced from 3 days to 4 hours
100% Data Sovereignty
No client data ever leaves their infrastructure
Full Compliance
Complete source attribution for ASIC audits
Rapid ROI
Payback achieved in first quarter
"The system paid for itself in the first quarter. We're now responding to DDQs faster than our competitors with larger teams and our compliance officer actually trusts the outputs because every claim includes source documents."
Portfolio Manager
Selector Funds Management
Frequently Asked Questions
Common questions about AI for fund managers
Ready to Finally Use AI?
Your compliance team has been saying no to every AI tool. BackPro is the one they can say yes to.
Trusted by Selector Funds, More4Life, Frazer Walker, and other Australian financial institutions
Questions? Email backpro@backpro.ai or call +61 468 354 703
Genesis Accelerator 2025 • University of Sydney backed
