BOOM is up to 40% cheaper than employing Australian staff & Outsourced Paraplanners. We deliver every core admin task & SoA for a fixed price up front. You can order online 24/7 & all work is completed your way, in your CRM to your licensee standards. BOOM is the future of Australian Financial Planning.
BOOM prices are calculated to deliver up to 40% saving on employing Australian staff on a fully loaded basis to complete the same work.
Our software ensures you can order any admin task or SoA online 24/7. Don’t wait until your Australian staff are back from sick leave or holiday, order now!
The core admin tasks to service clients & set up advice. These are all listed on BOOM via the Services & Prices page.
Our SoAs cover the key areas including Superannuation, Investment, Personal Insurance & Pension advice. The list is detailed on BOOM via the Services & Prices page.
We do modelling and this is performed at an hourly rate specified in the Services & Prices page.
Sure can. Every SoA is delivered to you in Word format, you can instantly change any aspect you desire.
It depends on how complex the advice is & the quality of the documents provided. However, when you log the task you will be able to see the due date which is up to 5 business days.
BOOM is designed to guide you from start to finish, easily & quickly. Just visit our registration page & you can begin.
BOOM is up to 40% below the cost of employing Australian staff & Outsourced Paraplanning firms.
Order any admin task or SoA online 24/7 and follow the simple instructions. Check the delivery date & then relax, we will take care of the rest.
You will receive an email to confirm we have received the task and that is has been allocated to a team member.
There is a comments section in the work request that you can fill in at any stage & the comment will automatically be lodged with the team member completing the task.
The team member will complete the comments section on the work order & you will be sent an email with the queries.
Our system is live; you can log in at any time & see the status of each task.
Our system displays a due date for each individual work request. Our staff are well trained & will ensure your work request is completed within an acceptable time frame.
Sure, use us anytime you need with no commitment or lock ins.
All work is checked by our QC team before it is sent back to you.
All work is completed in your CRM, using your templates, documents, processes. As a result, all output (including SoAs) meets your licensee standards. If you don’t have templates, let us know, we are happy to help.
You save money by not needing to add staff, as Intiger will supply enough staff to handle all your work requests.
Someone from our friendly online chat team will be available to chat with you Monday – Friday between 7:30am – 11.30am and 1pm - 3:30pm AWST.
Intiger is the first ASX listed firm dedicated to reducing the cost & improving the profit margins of Financial Planning Practices. As an ASX listed firm we are owned by our shareholders.
Yes, it is Australian owned and managed.
No, we do not hold an AFSL & we do not give financial advice.
Our staff are located in Manila & Cebu, in the Philippines.
BOOM allows you to lodge questions or comments to the Intiger team member doing your work.
No, we do not provide any financial advice. You tell us the specifics you want covered in the SoA.
Our aim is to present excellent SoAs in line with your guidance. We do not make interpretations of the advice.
In line with the universal rule, the adviser & licensee remain ultimately responsible for their advice.
Because we deliver everything in your CRM, using your templates your way we are always 110% compliant to your licensee standards. It's your way or no way!
We have a disciplined process of quality checking each SoA before it is returned to you.
We are a specialised FinTech business & we understand this is not a core activity of many licensees. That is why we are here to help.
Our staff are accounting and finance graduates, who have now been trained in financial planning tasks while completing their Diploma in Financial Services.
They have at least 2 - 5 years experience in financial planning.
Our staff are all trained to the RG146 standard.
We have a large team with specialised skill sets, accessible to you on a user pays basis. No further worrying about holiday pay, sick leave, turnover or training.
We deliver industry leading data encryption & security. The security of your CRM is vital & we spare no expense at delivering 256-bit encryption & world standard security. Intiger, trusted by the biggest names in the Australian Financial Services industry, have you covered.
Your data belongs to you & only you. We have no interest in holding, retaining or storing any of your data. Information submitted to us through BOOM is stored for up to 30 days after your task is completed.
In your CRM! We only work in your CRM your way, we have no interest in holding, retaining or storing any of your data.
It's all in your CRM so you can access it instantly. It's your way or no way!
One of our friendly staff members will be in touch with you if there are any delays.
While this is quite unusual, we are always happy to make any changes you desire. Please note, any revisions will be billed at your agreed rate.
Of course, mistakes happen, please let us know as soon as possible so we can assist you with this. In some cases, a full refund may not be possible.
We are very interested to hear your feedback, so please look under the Support button for Compliments and Complaints.
As much as you desire 24/7.
As little as you desire 24/7.
No, you can send as much or as little as you desire anytime; exceptional flexibility!