ROAR Pricing

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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

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.