Ninety percent of the SoA time, back on your desk.

The whole document in your firm’s template, from fact‑find to signed PDF. Captures scope, basis of advice, BID reasoning, and replacement product logic in one pass.

Short‑form ROA for ongoing reviews, fee resets, and minor changes. Rebalance a book against one model portfolio in bulk, with the holdings stated before and after the trades. Same engine, leaner template, full supervision trail.

Structured intake of client goals, dependants, risk profile, super, debt, and existing products. Becomes the spine for every downstream artefact.

Pre‑approved best‑interest reasoning patterns. Reused, not re‑typed. Surfaces relevant precedents when the adviser drafts a similar strategy.

Specific reasoning trail for product‑replacement recommendations. Comparison, rationale, and BID captured against ASIC’s anti‑churn expectations.

Your firm’s template is the source of truth. Adviser drafts conform automatically. No more personal versions of the master template drifting across the network.

Annual consent letters and renewal artefacts drafted on schedule. The firm never relies on the adviser remembering the date.

Every draft, every revision, every approver captured. The licensee’s file review becomes a thirty‑minute job instead of a two‑week one.

Signed PDF in the firm’s brand, watermarked, signature‑ready. Plain‑language summary on page one for the client.

Upload completed SoAs to extract reusable reasoning patterns. Pre‑approved clauses surface automatically when the adviser drafts a similar strategy. Institutional knowledge compounds.

Surgical section‑level editing in chat. Ask it to tighten a paragraph, add a disclosure, or rework a recommendation. A flagged figure links straight to its sentence with the fix ready to apply, and the last edit is always undoable. Multi‑thread memory, protected‑section enforcement, voice dictation.

Client‑ready PPTX or PDF presentation generated from the SoA data. Editable slides, key insight selection, adviser overrides. Advisers present the advice, not just hand it over.

Two‑stage sign‑off before any SoA can be delivered. Compliance checklist, decision notes, state machine from paraplanner review through licensee approval. Download blocked until approved.

Record the client meeting or upload the transcript. AI extracts goals, concerns, risk cues, and action items. Feeds directly into the SoA engagement, no re‑keying.

Works whichever platform, CRM and product set the practice uses, whether BackPro hosts it or it runs in your own tenancy. The template, the approved wording and the supervision trail belong to the firm, so changing platform does not mean rebuilding the way you write advice.

Point it at a completed SoA in your own format and it derives the template: which brackets are facts, which are conditions, and which are instructions to whoever writes the section. Change your document without asking an engineer.

Every dollar amount is bound to the concept its sentence names and checked against what the client record holds for that concept, which catches the income stated where the balance belongs. Flags are graded, so a rounding difference does not interrupt anyone.

Retirement and household modelling run inside the engagement and the projection lands in the document, so the numbers in the strategy section and the numbers in the chart are the same numbers.

Comparison built as part of the document rather than pasted in from a spreadsheet, with each comparison reproduced in the section that relies on it.

Quotes read into the engagement, one policy block per life insured, and a recommended insurer drawn from the quotes on file rather than typed in again.

Reusable strategy wording the practice has already approved, so the tenth transition‑to‑retirement recommendation starts from the nine before it.

Post‑generation compliance scan across s947, s961B, s962, RG 175, and INFO 255. Per‑section flags with overall score. The supervision trail starts before the adviser even opens the draft.