Why Financial Advisors Can't Scale
Manual processes, compliance fears, and staffing challenges are blocking your growth. Here's what's holding you back.
Rising Compliance Costs
Shrinking Margins
ASIC requirements keep increasing while fee revenue per client declines. Manual compliance processes that worked 3 years ago now eat your profits. You need efficiency without cutting corners.
Every manual hour costs you margin you can't recover.
Fear of AI Creating New Risks
Can't Use ChatGPT
Your team would love to use AI, but sending client data to ChatGPT or Claude violates data sovereignty requirements. Cloud AI means offshore processing—which your PI insurer and ASIC won't accept.
Your competitors are getting faster while compliance says no.
Scaling Without Losing Control
Can't Hire Fast Enough
Paraplanner shortage is real. Recruitment takes 3-6 months. Your current team is stretched. One resignation creates an immediate capacity crisis. Manual processes don't scale.
Growth is blocked by operational bottlenecks.
Too Many Manual Processes
Not Enough Time
Paraplanners burn 6-8 hours per SOA. Advisers waste time searching for policies and clauses. Knowledge trapped in people's heads or buried in SharePoint. This inefficiency compounds as you grow.
Your team spends more time on admin than serving clients.
Modernize operations without disrupting your team
BackPro gives you enterprise AI that never leaves your infrastructure. Reduce compliance risk without changing how you work. Your data never touches external servers.
The BackPro Difference
AI Built for Regulated Industries
Not a generic model with a compliance wrapper. Purpose-built AI that runs on your infrastructure, trained on financial documents, with complete transparency.
Financial-Domain AI
Our base model is fine-tuned specifically for financial services, not a generic chatbot repurposed for your industry.
Company-Specific Customisation
Optional add-on to train on your specific documents, terminology, and processes for even higher accuracy.
100% On-Premise Processing
Every query, every document, every response, processed entirely within your infrastructure. Nothing leaves.
Near-Zero Hallucinations
Our AI only answers based on what it's trained on and the documents you provide. No making things up.
Full Source Transparency
Every answer shows exactly which documents were used. Complete audit trail for compliance.
Higher Accuracy Than Generic AI
Fine-tuned models outperform general-purpose AI because they're built for your specific use case.
Generic AI hallucination rate: ~15-20%
BackPro on your documents: <1%
When AI only answers from verified source documents with full attribution, hallucinations become virtually impossible.
What We Build For You
Once AI runs inside your infrastructure, you decide how to use it. Not a rigid product, but custom solutions built for your specific needs.
Private Knowledge Base
Turn your document archive into a searchable, queryable knowledge system.
What we deliver:
- Instant search across decades of documents
- AI-powered Q&A with source attribution
- Historical pattern recognition and analysis
- Cross-reference information automatically
Query 10 years of compliance files in seconds, not days.
Document Intelligence
AI that reads, understands, and processes your documents automatically.
What we deliver:
- DDQ response generation
- Compliance report automation
- Investor report creation
- Contract analysis and extraction
Selector Funds cut DDQ response time from 3 days to 4 hours.
Tailored Document Solutions
Custom AI systems built for your specific document challenges and workflows.
What we deliver:
- Statement of Advice generation
- Quarterly investor reports
- Compliance documentation
- Client communication templates
Frazer Walker reduced SOA prep time by 60%.
Runs On Your Infrastructure
Deploy on your servers, your cloud, or a private environment. Data never leaves.
Compliance Built-In
Full audit trails, version control, and ASIC/APRA controls from day one.
Built For You
Not a rigid product, but custom solutions designed around your specific workflows.
Firms That Finally Said Yes to AI
Australian financial institutions using BackPro, because it's the only AI their compliance teams could approve.
DDQ Response Time
"We finally have AI that compliance approved. DDQs that took 3 days now take 4 hours and every response includes full source attribution."
— Portfolio Manager, Selector Funds
Data Stays On-Premise
"We needed AI but couldn't risk our client data. BackPro gave us enterprise AI capabilities without a single byte leaving our infrastructure."
— Head of Compliance, Frazer Walker
SOA Prep Time Reduced
"Statement of Advice preparation that used to consume our advisers' entire day is now done in hours. The AI understands our templates and compliance requirements."
— James Walker Powell, More4Life
Insignia Financial MLC Financial Clarity Prize
Thrilled to share that BackPro AI won the Insignia Financial MLC Financial Clarity Prize at the Genesis finale!
A massive thank you to our incredible mentors Anna Fitzgerald, Matthew Bright, Martin Higham, John Keith, Frederic Leforestier, Alex Solo, Danielle Owen Whitford, and many more whose guidance and support helped BackPro AI accelerate as a business.
Thank you to Genesis, The University of Sydney Business School, and Insignia Financial for making this experience so valuable.
Hear From Firms That Made the Switch
Australian financial institutions that finally got AI their compliance team could approve
"BackPro AI transformed our entire practice. We've automated hours of manual work, allowing our team to focus on what matters most, helping more Australian families achieve their financial goals."
James Walker Powell
Founder & Financial Adviser • More4Life
Ready to transform your document workflows?
Schedule a Call →Calculate Your ROI
See exactly how much time and money BackPro will save your team
Your Current Situation
Your Projected ROI
Based on your inputs, your projected annual savings of $145,938 would pay back your investment in 4.0 months. Schedule a call to discuss your specific requirements.
ROI & Efficiency Report
Generated on 1/21/2026
BackPro
AI for Fund Managers
Executive Summary
Based on your fund size of Mid-Market ($500M-$5B), processing 50 DDQs/month with a team of 3, implementing BackPro is projected to save $145,938 annually and deliver a 265% ROI over three years.
Annual Savings
$145,938
Direct cost reduction
3-Year ROI
265%
Return on investment
Payback Period
4 mo
Time to break even
FTE Capacity Freed
0.4
Equivalent full-time employees
Annual Cost Comparison
Savings Distribution
Operational Impact Analysis
| Metric | Current State | With BackPro | Improvement |
|---|---|---|---|
| Document Processing Time | 120 min/doc | 36 min/doc | 70% Faster |
| Monthly Processing Hours | 100 hours | 30 hours | 70 hours saved |
| Error Rate | ~10% require rework | <2% require review | 80% Reduction |
| Team Capacity | 50 docs/mo | 115 docs/mo | +130% Capacity |
Your Configuration
Fund Size
Mid-Market ($500M-$5B)
Primary Document Type
DDQs
Monthly Volume
50 documents
Team Size
3 team members
Salary Level
Mid-Level ($95K)
Current Tool Costs
$2,000/month
Next Steps
- 1.Schedule a 15-minute demo to see BackPro in action with your actual documents
- 2.Run a 4-6 week pilot with 5-10 documents to validate time savings
- 3.Full team rollout with ongoing support and template optimization
© 2026 BackPro AI. All rights reserved.
backpro.ai | Schedule a demo: backpro.ai/contact
AI Solutions for Australian Financial Firms
On-premise AI automation for fund managers, financial planners, super funds, and insurance companies
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
