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ROAR - Software: Iress Open Standard Integration

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Overview

This is a standard integration which means that it was built by the third party to connect to your Xplan site via the standard integration template.  Iress do not charge for this service and it can be enabled by your own site administrator using the Iress Open setting within your Xplan site.

Integration details

ROAR Software is an Advice marketplace, where technology and service providers are connected to deliver integrated solutions to Advisers, providing Advisers with the choice and flexibility to use combinations of providers that meet their needs.

Software type: Digital Engagement

Locale:  Australia

Status: Live

Activation type: System Settings 

Contact details for integratorsupport@roarsoftware.com.au 

Website for integrator: https://roarsoftware.com.au/

Description provided by the integrator:

ROAR Software (formerly YTML), is a simplified and centralised technology platform for
financial service businesses. The platform features an Advice Marketplace where Advisers
have the flexibility to select from best of breed, independent technology solutions which 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. 

Setup Instructions

The integrator's user manual can be found here 

For further assistance

Please contact your Iress representative (Account Manager/Executive) if you need further assistance.

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