ROAR Software

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

unded in 2010 by a group of industry professionals with over 20 years of experience in financial services working for COIN, Asgard, BT and Macquarie Bank.

Love it when we get Hump Day presents from our clients  Dr Dough Donuts
16/11/2022

Love it when we get Hump Day presents from our clients

Dr Dough Donuts

14/03/2022

In this Provider Member showcase video, Elixir's Graham Burnard speaks with Simon Bishop from ROAR Software.ROAR Software is a simplified and centralised tec...

It’s exciting to announce that we are merging with WealthO2 and Neo!
17/02/2022

It’s exciting to announce that we are merging with WealthO2 and Neo!

Wealth02 has merged with two software specialists to create a firm which can provide solutions throughout the adviser experience rather than be a product-style platform.

We are looking for passionate developers to join our awesome dev team!
28/01/2022

We are looking for passionate developers to join our awesome dev team!

Posted 10:27:33 PM. ROAR Software is looking for a passionate mid/senior level Software Developer who loves innovation…See this and similar jobs on LinkedIn.

"Making statements of advice shorter is not enough to compel clients to read them. Advice must be presented differently ...
17/01/2022

"Making statements of advice shorter is not enough to compel clients to read them. Advice must be presented differently to increase client engagement, understanding and trust...." as shared by our CEO Kevin Liao

Making statements of advice shorter is not enough to compel clients to read them. Advice must be presented differently to increase client engagement, understanding and trust. After 466 submissions

ROAR launches Australia's first Dynamic SoA with Human Avatar
10/08/2021

ROAR launches Australia's first Dynamic SoA with Human Avatar

Compliance & RegulationTechnology Australia’s First SoA Tool With Human Avatar August 10, 2021 0 Financial planning technology company, Roar Software, has announced it has launched Australia’s first dynamic statement of advice tool with a human avatar to help drive client engagement amidst ongoi...

Shorter service contracts, multiple service providers and a more flexible approach to how tech systems fit together are ...
13/01/2021

Shorter service contracts, multiple service providers and a more flexible approach to how tech systems fit together are the outputs of a new wave of entrepreneurism in the advice industry, setting the stage for a dynamic and exciting 2021.

Shorter service contracts, multiple service providers and a more flexible approach to how tech systems fit together are the outputs of a new wave of entrepreneurism in the advice industry, setting the stage for a dynamic and exciting 2021.

07/12/2020
ROAR Software has been named as a finalist in the ifa Excellence Awards Awards 2020 for Innovator of the Year (Company)
02/10/2020

ROAR Software has been named as a finalist in the ifa Excellence Awards Awards 2020 for Innovator of the Year (Company)

Come and visit us at the FPA conference 27th-29th November, Melbourne Convention centre.  We'll be at Stand 5 in the Tec...
20/11/2019

Come and visit us at the FPA conference 27th-29th November, Melbourne Convention centre. We'll be at Stand 5 in the Technology Zone. Look forward to seeing you there. https://fpacongress.com.au/

https://ytml.com.au/Media/Newsletter?cast=73470998-a974-4a54-8c00-2428ead5b0ae
27/10/2019

https://ytml.com.au/Media/Newsletter?cast=73470998-a974-4a54-8c00-2428ead5b0ae

For many financial advisers, the thought of changing financial planning software is frankly, scary. However with the speed of new technology being developed and available in the market today, it’s time to ask yourself whether your fear is keeping you from discovering new ways to run a sustainable ...

Address

Level 3, 157 Walker Street
North Sydney, NSW
2060

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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