Basic
$15 ex GST
per user/month
Suitable for light admin support
- Client contact information
- File notes
- Workflows
- Service agreements
- Simple 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 DynamicDocs
*Excludes subscription to 3rd party apps
