An adviser-ready SoA in about ten minutes. Compliance-checked before you see it.
BackPro reads the client’s documents, drafts every section in your firm’s template, and checks it before it reaches you. You review it and sign it.
- 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
- to an adviser-ready draft of a complex SoA (BackPro)
- ~10 minto an adviser-ready draft of a complex SoA (BackPro)
From fact find to signed SoA. Three steps.
- 01
Upload the client’s documents
Fact find, statements and quotes, as PDF, Word, Excel or CSV. Each one is identified for you.
- 02
Check what BackPro read
Where documents disagree you see both figures and pick one. Fee and premium tables are read from the documents, not written by the AI.
- 03
Refine it, then sign
Every section is drafted in your template. Ask the AI editor to refine any section, then download the Word file.
Not a chatbot that writes advice. A drafter that shows its working.
What's included.
Document reading
Client documents read and checked against each other.
Your template
Drafted in your firm’s Word template and clause library.
Cashflow and projections
Retirement modelling and charts, when the advice needs them.
Product comparisons
Switch costs and what the client loses, in dollars (s947D).
AI editor
Refine any section in plain words.
Review queue
Paraplanner check, then licensee sign-off (Practice).
“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 Powell, Founder & Financial AdviserMore4LifeCommon questions.
How long does BackPro take to draft a Statement of Advice?
About ten minutes to an adviser-ready draft of a complex SoA, in your firm’s template. More4Life reported 90% less time per SoA and Frazer Walker 60% less SoA production time.
Does BackPro make the SoA compliant?
It compliance-checks every SoA before you see it and records the Best Interests Duty steps against it. Whether the advice complies stays with the adviser and licensee, who review and sign every SoA.
Does it use our own template?
Yes. BackPro drafts into your firm’s Word template and approved clause library, so the document reads like your firm wrote it.
Can we try it?
Yes. Every firm starts with a free trial of 7 days, with no card needed.
The rest of the platform
Draft your next SoA with BackPro.
Free for 7 days, no card needed. Or book thirty minutes and we will draft one with you.