WealthO2 merges with Roar and Neo to become the first advice technology solutions company to focus the on end-to-end adviser experience 

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WealthO2 has merged with financial planning software firm, Roar Software and wealth platform software specialist, NEO. The move will cement its position as the first advice technology solutions company to

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New digital SOA solution makes advice Roar to life

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Financial planning technology company, Roar Software, has launched Australia’s first dynamic statement of advice (SOA) tool with a human avatar to help drive client engagement, amidst ongoing COVID-19 lockdowns and

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ROAR Software acquires Archer to expand into financial modelling

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ROAR Software has expanded its digital solution footprint, acquiring Archer to provide financial advisers with a client engaging lifestyle goals and milestone planning application. Archer optimises the goals-based advice process,

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ROAR Software and Fin365 partner on integrated solution

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ROAR Software has partnered with Fin365 to offer financial advisers greater choice and flexibility of software solutions, while simultaneously improving business efficiency. Through its Advice Marketplace, ROAR Software delivers a

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Licensee signs ROAR Software to tailor adviser toolkit

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ROAR Software has signed privately-owned licensee Finchley & Kent to its technology platform, providing its network of advisers with access to open architecture, choice and flexibility, tailored advice solutions and

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Roar Software patents Highlighter

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Roar Software has patented its Highlighter tool, giving Australian financial advisers the power to develop their current productivity processes in Excel into fully functional software application ready for a SaaS

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Roar Software strengthens team and adds advanced modelling engine tool

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Roar Software has expanded its senior leadership team and added a new modelling tool to its integrated adviser marketplace, highlighting its commitment to provide a competitive and genuine alternative technology

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Roar Software adds new revolutionary tool to connected technology solution

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Roar Software is revolutionising the experience of financial advice with the release of its industry-first advice viewing tool, allowing clients and advisers to view and interact with a Statement of

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YTML opens Seido Financial Advice App Store at the AFA Conference

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YTML will officially open the Seido Financial Advice App Store at the Association of Financial Advisers (AFA) Conference on the Gold Coast this week. YTML CEO, Kevin Liao said Seido,

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YTML: More openness required to progress advice industry

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The advice industry will struggle to take the next major step in its evolution unless more innovative solutions are delivered to market. According to YTML CEO Kevin Liao, this will

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