We are delighted to announce Update & Re-Check, a new SARA workflow that lets advisers or paraplanners insert corrected wording or missing details and trigger an immediate second-pass compliance 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.

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.

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