Yes the template would change between customers, also the licensee pre sets their advice controls and compliance parameters into Boom2 making it centrally located and each licensee will have slightly different variations of what say a balanced portfolio is or so on.
But where the AI is clever is that each time Boom2 completes a task / SOA is learns and it improves its quality and compliance so with volume your advice quality continually increases and the compliance risk falls.
IMO what this means that it is in the licensees best interest the mandate the use as put all their SOAs through Intiger as this way they get the highest quality advice and compliance.
IMO
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