ROAR Software

Planning software your way 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. ROAR was fo  ...