Order as you go
Through the outsourcing service, you can simply order work to be done whenever you need it through BOOM’s easy ordering system. Administration tasks include data entry, product research calls, product comparisons, and annual review packs.
There is a full range of advice formulation tasks, both SOAs and ROAs, covering Investment, Personal Insurance, Superannuation, Pension and SMSF. Your quality-checked work is saved in your CRM.
Dedicated Resource – CSO or Paraplanner
By utilising a dedicated resource, you can choose from half day or full day service options. All of our staff are graduates trained in Financial Planning administrative work and all work is completed in your CRM the way you want and expect it to be done.
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Find out how Intiger and Boom can liberate your business.