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.
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.
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.
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