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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: support@roarsoftware.com.au 

 

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

 

Status: Live now

 

Activation Type: Xplan System Settings

 

ROAR Software user guide:

Please use the link below for user manual

https://roarsoftware.com.au/help

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

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