Roar plays an important role in Planfocus’ Advice CTO fintech ecosystem. Roar Software (ROAR) is a software and consulting provider to the financial planning industry. Its flagship product is a simplified and centralised technology platform for financial service businesses. The platform features an Advice Marketplace where advisers have the flexibility to select from best-of-breed, independent technology solutions which are deeply integrated. With core functionalities including CRM, file notes and document generation, it offers a subscription based fee model providing financial service businesses of all sizes with a flexible technology solution.