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Showing 1 - 5 of 5 results for "Roar Software"

Roar launches interactive SOA tool

KARREN VERGARA  |  TUESDAY, 10 AUG 2021
Financial planning technology firm Roar Software has launched a Statement of Advice solution that comes with a human avatar. DynamicDocs, launched in partnership with customer engagement video software platform HumanableCX, converts Word-based SOAs ...

Licensee awards tech mandate

KARREN VERGARA  |  TUESDAY, 1 JUN 2021
ROAR Software, formerly known as YTML, has won a technology solution mandate from a recently launched dealer group. Dealer group Finchley & Kent claims that its advisers save up to 60% of their time on administrative work as a result of this new partnership. ...

WealthO2 names chair, director

ANNABELLE DICKSON  |  TUESDAY, 12 JAN 2021
... executive of Advent Software. He is currently a non-executive director of automotive repair company Midas and chair of Roar Software. Pettiona noted the market has significantly changed since he established HUB24. "In 2007 the benefits of managed accounts ...

AstuteWheel integrates with Xplan

ANNABELLE DICKSON  |  MONDAY, 28 SEP 2020
... fact find and reverse find data collected by AstuteWheel which is then exported through a gateway platform called Roar Software and populates in Xplan. Advisers can use all of AstuteWheel's tools and calculators live with the client and then the plan ...

Roar Software bolsters team, partners with Milliman

ALLY SELBY  |  TUESDAY, 25 AUG 2020
Roar Software has added two new executives to its leadership team, as it announces a partnership with global actuarial management consultant Milliman. Darren Pettiona has been appointed chair, while Simon Bishop has nabbed a role as a national sales ...
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