It does this by reducing the back office and operational costs within the Australian financial planning industry.
Intiger launched proprietary software platform BOOM2, which automates core components of the financial planning process such as the production of automated statements of advice (SOAs).
BOOM2 also tracks key performance indicators of a financial planning practice and delivers oversight and control to both licensees and financial planning practices nationally.
SOA production for CBA commenced
This is a result of over 18 months of discussions and due diligence required to commence the program.
Program management teams are working closely to expand production volumes in line with our capacity and quality controls.
Both firms recognise the scale and importance of the opportunity and are expanding production in a structured and disciplined manner.
March quarter sets foundations for future growth
Cash receipts from customers totalled $127,314 during the March quarter and Intiger expects production under the CBA pilots will be reflected in future quarters.
190 SOAs and 1,919 back office processes were ordered during the March quarter.
Intiger's operating centres are located in the Philippines.