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Software group teams with CRM in new partnership

Software group teams with CRM in new partnership

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By Neil Griffiths ·
June 17 2021

Software group teams with CRM in new partnership

An advice software company has formed a new partnership with a CRM group that is says will deliver "an unprecedented level of function and connectivity" to advisers.

In a bid to “offer financial advisers greater choice and flexibility of software solutions, while simultaneously improving business efficiency”, ROAR has delivered a simplified way for businesses to select and connect to an extensive list of software solutions through its advice marketplace.

Fin365 chief executive Stephen Handley said the integration will allow advisers to “regain ownership” of the data and tech decisions.

“When it comes to technology, financial advisers have somewhat been held to ransom by dealer group mandates and legacy software solutions that have failed to deliver tangible value,” Mr Handley said.

“At a time when an increasing number of advisers are looking to alternative licensing arrangements, our integration with ROAR Software puts ownership of data and control of technology back in the hands of the advice business.

“ROAR Software’s extensive marketplace of software applications gives our customers the ability to choose solutions that add value to their business while the two-way flow of data delivers an unprecedented level of business efficiency.”

Fin365 has also provided ROAR users access to a “full blown” CRM system.


“Advisers are looking at how they can put together a robust and strong business model that is not only sustainable but delivers great customer service,” ROAR CEO Kevin Liao added.

“To achieve this, they need a more robust and sustainable technology strategy. Fin365 offers a powerful yet intuitive practice management solution that is fully integrated with the Office 365 suite of technologies that most advisers already use.

“The combination of our two platforms delivers an unprecedented level of function, connectivity and data management capability.”

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Neil Griffiths

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