AI for Fund Managers, Financial Planners & Regulated Industries
On-premise AI automation for Australian financial services. Automate DDQs, SOAs, and compliance reporting while maintaining complete data sovereignty and regulatory compliance.
Why Fund Managers & Financial Planners Choose BackPro AI
On-premise AI built specifically for regulated Australian industries
Data Sovereignty
Your data never leaves your infrastructure. 100% on-premise deployment in your Azure, AWS, or GCP environment.
Purpose-Built for Finance
Not a generic AI adapted for financial services. Fine-tuned models that understand your documents, terminology, and compliance requirements.
Automated Deployment
Live in days, not months. Our deployment scripts automatically provision your complete AI stack in under an hour.
Proven Results
DDQ response time: 3 days → 4 hours. SOA prep time reduced 60%. Real outcomes from real Australian firms.
Client Success Stories
Real results from Australian financial institutions deploying on-premise AI
Selector Funds
Boutique Fund Manager | $500M+ AUM
Challenge
DDQ Processing Bottleneck
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.
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.
Results
- DDQ response time reduced from 3 days to 4 hours
- Complete source attribution for compliance audits
- 100% data sovereignty, no client data ever leaves their infrastructure
- Compliance team approved for production use
Technical Highlights
- •Deployed on Azure Container Apps
- •Custom Qwen3-4B-Instruct model fine-tuning
- •Integrated with existing document management systems
- •Full ASIC compliance controls built-in
"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
More4Life
Financial Planning & Wealth Management | 300+ Clients
Challenge
Investor Reporting at Scale
Solution
Custom AI system for automated investor report generation deployed on-premise. Connects to portfolio management systems to extract performance data, generate commentary, and create branded PDFs with consistent quality across all client communications.
More4Life needed to scale client reporting without hiring additional analysts. Monthly investor reports were consuming 40% of senior analyst time, over 16 hours per week, leaving little capacity for actual investment analysis and client advisory work.
Results
- 60% reduction in SOA preparation time
- Automated performance commentary generation with consistent quality
- Consistent branding across all client communications
- Freed advisers to focus on client relationships instead of document formatting
Business Impact
- •Increased adviser capacity for client meetings
- •Consistent compliance formatting across all outputs
- •On-premise deployment with zero data leaving infrastructure
"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, More4Life
Frazer Walker
Financial Advisory Network | AFSL Holder | 300+ Adviser Network
Challenge
Compliance Documentation Overhead
Solution
On-premise AI system for SOA generation and compliance documentation deployed across Frazer Walker's adviser network. Custom-trained on ASIC requirements with built-in compliance checks and audit trails. Data never leaves firm infrastructure, ensuring client confidentiality.
Frazer Walker needed to automate Statement of Advice (SOA) preparation and client reporting across their 300+ adviser network while maintaining strict ASIC compliance standards. Manual SOA preparation was taking 6-8 hours per document, creating bottlenecks and compliance risks.
Results
- SOA preparation time reduced by 60% (from 6-8 hours to 2-3 hours)
- ASIC-compliant audit trails on all documents
- Client data never leaves firm infrastructure (100% data sovereignty)
- Consistent quality across all 300+ adviser outputs
- Zero compliance issues in first 6 months of deployment
Strategic Partnership
- •Provides BackPro AI exposure to 300+ adviser network
- •Integrated into 3+ standard adviser workflows
- •Ongoing optimisation and feature expansion
- •Reference site for other AFSL holders
"Finally, AI our compliance team actually approves. Everything stays on our servers, audit trails are built-in, and our advisers are spending time with clients instead of fighting Word templates."
— Head of Compliance, Frazer Walker
Frequently Asked Questions
Common questions about AI for Australian financial services
