Hi FullMoonFever
I’m curious to get your thoughts on Intiger?
You recently posted on the STT thread where you linked to 2 potential Intiger competitors…. but one of them, Odyssey Resources, (Also based in the Philippines) mainly processes Tax and SMSF Returns….. the other is a small dealership group that have developed their version of LiLLy for accountants…. Both these companies are not even close to being direct competitors to Intiger…. So I’m not sure why you see them that way…. It appears that MFs claim that Intiger is 1 to 2 years ahead of the completion is accurate… First mover advantage and at least a year ahead of the mimickers…. That’s huge!!
Also, you state that there are two schools of thought on outsourcing paraplanning to an offshore service provider (osp)…. But I'm not sure why you give any credence to the naysayers...... 1) all the Big Players have already outsourced to an osp to some degree and the trend is not gonna stop any time soon…. The one counter argument used by the other side is that the quality of the offshore work is not up to scratch…. And that may be accurate for a specific company or it could even be accurate across the board…. but we know it’s not accurate for IAM as PC has seen the work first hand (through the baby steps model) and would have never jumped on board after trialing Intiger….. BIG derisk IMO…..
So what do we have?
A company…..offering a complete solution (Lilly/Klip + Offshore) to the financial planning industry…that does quality work…. and has top-tier management……. The Intiger solution is genius in its simplicity (why has this not been done before?)…. MF deserves all the praise and $ he gets IMO….
So what’s keeping you from entering?
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