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 model and removing the traditional time and cost barriers when developing software for businesses. Highlighter converts spreadsheet information from Excel into an App facilitating the

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26 Mar 2021

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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 model to the financial advice industry. The new appointments include Darren Pettiona as Chairman and Simon Bishop as National Sales Executive, who together bring significant

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27 Aug 2020

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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 Advice (SOA) or strategy document in a web-based environment. It allows clients to ask questions in real-time and an adviser to provide instantaneous feedback on

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03 Jul 2020

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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, which has already attracted various providers including SuiteBox,  AstuteWheel, Omnium, ChantWest and customised offers, enables Apps which have been designed for each stage of the

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09 Oct 2018

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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 require technology providers to come together, collaborate and solve the operational frustrations that have characterised the advice industry for far too long. “Collaboration starts with

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15 Jun 2017

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YTML: Focus on what you can change

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Advice solution and tech provider YTML is calling on advisers to extract more value from their relationship with their software by working in partnership with it. YTML is software agnostic, working with a range of software providers so as to deliver the best solutions to the adviser or licencee. YTML CEO Kevin Liao said it

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29 May 2017

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YTML and Budget on same page

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YTML welcomes the announcements made overnight in the Federal Budget regarding the Government’s commitment to create an environment where fintech businesses can flourish in Australia. According to YTML CEO Kevin Liao, the backing by the Government to help position Australia as a world-leader in innovation and FinTech, reinforces its own philosophy to actively work and

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11 May 2017

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YTML recognised in Fintech Awards

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Technology and advice solutions provider, the YTML Group (YTML) has been recognized as market leaders by being named finalist in three categories – Software Innovator, Compliance Innovator and CEO Kevin Liao for Fintech Entrepreneur of the Year. Speaking at the awards ceremony on Friday night, held at the Ivy Ballroom in Sydney, Liao said being

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28 Feb 2017

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YTML makes senior hires

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Technology and advice solutions provider, the YTML Group (YTML) has made three senior hires in response to growing demand for its products and services and to facilitate further growth. Former Enzumo Head of Business Solutions, Francis Cheung, with over 20 years advice and technology experience, will head up YTML’s Advice Innovation and Solutions; former Enzumo

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10 Feb 2017

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YTML Group hits consumer sweet spot with SuiteBox

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YTML Group and SuiteBox have formed a partnership to solve two significant consumer challenges facing financial advisers – the collection and review of data and the scheduling of client meetings. Using YTML’s Highlighter product, advisers and clients can now manage data capture and review it immediately during their meeting using interactive web forms, creating a

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09 Dec 2016

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