Roar Software (formerly YTML), is a simplified and centralised technology platform for financial service businesses. The platform features an Advice Marketplace where financial planners have the flexibility to select from best of breed, independent technology solutions that are deeply integrated. With core functionalities including CRM, file notes, and document generation, it offers a subscription-based fee model providing financial service businesses of all sizes with a flexible technology solution.
Other capabilities available on ROAR includes:
- Website/portal builder (Canvas)
- App builder (Highlighter)
- Document generation (Binder)
- Document/template management (Staple).
ROAR Software’s customer base includes Westpac BT Financial Group, IOOF, AMP, Macquarie, and Easton Wealth.
|End User||Advisers and Clients|
|Advice Process Steps||Scope
|Cost per user per annum||Basic licence: $180 ex GST
Standard licence: $900 ex GST
Premium licence: $1,800 ex GST
|Time saving per client||Significant. It depends on the problem but we have achieved time savings of up to 80% for the client.|
|Cost saving per client||Depends on the solution enacted|
|Integration||Open architecture allows integration with any service and software provider that works with financial planners.|
|Privacy standards||Australian Privacy Act|
|Limits on use||No user or client restrictions|
|Disaster recovery and business continuity plans||Yes|
|AFSL approval||Multiple AFSLs use various financial planning solutions from ROAR Software. Some of these AFSLs include Westpac BT Financial Group, IOOF, AMP, Macquarie, Easton Wealth.|