Store all your client information and file notes in one place that can easily be shared with your team and design your own workflows in our easy drag-and-drop environment.
Keep comprehensive file notes for clients in the CRM. In addition, a history of detailed product research can be easily accessible and recalled for compliance auditing purposes.
Subscribe to a range of Apps to form your own financial planning software, from client engagement & risk profiling, to product research & modelling, to SOA generation.
Your competitive edge is how you provide advice. We can convert your unique ideas, tools or calculators into online apps which connect with other apps for just your use within ROAR.
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.
