Steps for loading an SOA for review

In the SARA app, you can configure your users to have specific user roles.

The user role will determine what data is visible to the users account.

Enable the Xplan Integration for your SARA login

Instructions on how to add team members into the SARA App

We understand that uploading your clients personal information to AI can be a data security risk.

That’s why SARA uses Responsible AI.

SARA is a Statement of Advice Review Assistant.

But like any AI Assistant, the work still needs to be reviewed for accuracy and consistency.

This is a guide on how to use the SARA app and cross checking the results from SARA.

Follow this instructional guide on how to use the SARA app to pre-vet your own SOA.

Uploading your SOA to SARA from the Projects App:

As an adviser, you want your SOA to be compliant, but you also don’t want it sitting in the compliance managers queue for days on end.