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Xplan Integrations
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ROAR - Software

Iress People


Type: Digital Engagement


Locale: Australia


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.


Contact details for integrator: 


Website for integrator:


Status: Live now


Activation Type: Xplan System Settings


ROAR Software user guide:

Please use the link below for user manual

Iress Contact: please contact your account manager if you need further assistance.

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