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.