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Basic

$15 ex GST

per user/month

Suitable for admin and client support

  • Contact management
  • File notes
  • Workflows
  • Document generation
Standard

$75 ex GST

per user/month

Suitable for accessing connections to applications

  • Basic package features
  • ROAR Fact Find App
  • Client fact find fields
  • Unlimited Integrations*
    (Connector Apps)
*Excludes subscription to 3rd party apps
Premium

$150 ex GST

per user/month

Suitable for paraplanners and financial advisers

  • Standard package features*
  • ROAR SOA Wizard & template
  • ROAR ROA Wizard & template#
  • ROAR Dynamic SoA #
*Excludes subscription to 3rd party apps
#Coming soon
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