ROAR Software
- Company typePrivate
- Founded2015
- HeadquartersSydney, Australia
- Headcount11–50
- GTM typeB2B and B2C
- OfferingSoftware
ROAR Software firmographics
Firmographics- Name
- ROAR Software
- Legal name
- WealthO2 Pty Ltd trading as DASH Technology Group
- Website
- https://ytml.com.au
- Company type
- Private
- Founded year
- 2015
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
Where ROAR Software is headquartered
LocationHeadquarters
- HQ city
- Sydney
- HQ country
- Australia
- HQ region
- Oceania
Offices3 records
Markets served
ROAR Software business model
Business model- GTM type
- B2B and B2C
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Operations, Marketing or Sales, Infrastructure, Others
Revenue model
- DASH Canvas Subscription: Subscription-based access to DASH Canvas platform at $75 ex GST per month with $1,500 ex GST setup fee. Monthly access fees charged per Authorised User based on access tier (Basic, Standard, or Premium). Fees commence one month after registration and are billed monthly in advance.
- DASH Software Platform Access: Monthly access fee per Authorised User based on tiered access (Basic, Standard, Premium). Includes fees for External Services and DASH Software Applications. Payment collected via direct debit through Stripe payment gateway.
- Wealth Simplifier Platform: Low-cost investment platform with minimum admin fee of $420 per annum for balances, capped for balances over $2,000,000. Provides non-superannuation investment administration.
- Super Simplifier Platform: Personal superannuation account with no minimum admin fee and capped for balances over $500,000. Provides superannuation investment administration with optional insurance products.
- External Services and Add-ons: Additional fees for DASH Software Applications and third-party External Services integrated through the platform, collected via third-party payment gateway on behalf of vendors.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | DASH Canvas General - Base subscription tier |
| Per seat | Monthly | DASH Software - Tiered per user access |
| Unit Pricing | Annual | Wealth Simplifier - Non-superannuation platform |
| Unit Pricing | Annual | Super Simplifier - Superannuation platform |
Go-to-market motion2 records
Distribution channels4 records
Marketing channels6 records
ROAR Software product offering
Product offeringCore offering
ROAR Software (now DASH Software) provides a cloud-based, integrated financial advice and wealth management platform for the Australian market. The platform combines financial planning software, investment administration (Wealth Simplifier for non-super and Super Simplifier for superannuation), client portals, and an Advice Marketplace connecting third-party tools. It serves financial advisers, licensees, institutions, and individual investors across the entire advice lifecycle from fact-finding through to investment execution.
Differentiator
Problem solved
Functional benefit
Products and services
- DASH Software (formerly ROAR Software) - Complete Advice Platform End-to-end integrated financial advice platform combining financial planning software, investment platform access, client portals, and Advice Marketplace integrations, covering the entire advice process from fact-finding through investment execution for financial advisers and licensees.
- DASH Canvas Subscription-based client portal and presentation tool enabling digital advice delivery, data collection, and adviser-client interaction for financial advisers.
- Wealth Simplifier Low-cost non-superannuation investment platform providing access to 600+ managed funds plus direct equities, term deposits, and cash options, with HIN-based client-owned asset structure and Macquarie CMA integration.
- Super Simplifier Personal superannuation and pension account offering broad investment choice, with optional insurance cover (Life and Terminal Illness, TPD, and Income Protection) for individual members.
- DASH Private Non-custodial whole-of-wealth platform enabling management and reporting on all assets across all structures, with portfolio administration, data aggregation, institutional-grade tools, and practice management for family offices and private wealth clients.
- DynamicDocs AI-powered interactive digital advice document delivery platform that converts SOAs, ROAs, and Strategy Papers into web versions, allowing clients to post questions, acknowledge consent, and receive video avatar walkthroughs of advice recommendations.
- Archer Goals-Based Modelling Goals-based financial planning and modelling tool with optimising algorithm that automates strategy calculations and retirement projections, determining optimal pre and post-tax contribution amounts.
- DASH Stockbroking (Private Wealth Share Trading) Share trading and stockbroking solution for private wealth clients, offering domestic equities execution via Finclear Group and international share trading via PhillipCapital with SendFX payment services.
Quantifiable outcome
- 80% of clients viewed and accepted financial advice recommendations after hours using AI-powered digital advice delivery
- +3 more outcomes
Companies that use ROAR Software
Customer profileNamed customers5 records
Segments5 records
Ideal customer profiles4 records
ROAR Software technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration20 records
AI capability9 records
Feature7 records
ROAR Software partnerships and signals
Strategic signalPartnerships
Ten partnerships are on record, tiered core.
- WealthO2 Pty Ltd (trading as DASH Technology Group)coreWealthO2 Pty Ltd is the operating entity behind DASH Software (previously ROAR Software), developing and providing the DASH advice and wealth management platform services.
- Equity Trustees Superannuation LimitedcoreETSL is the Trustee and issuer of Super Simplifier superannuation products, and also serves as the Trustee of Wealth Simplifier scheme.
- DDH Graham LimitedcoreDDH Graham Limited is the Member Administrator of Super Simplifier, responsible for all member services including processing new applications, ongoing maintenance, and member account queries.
- Equity Trustees LimitedcoreEquity Trustees Limited is the Scheme's Responsible Entity and issuer of Wealth Simplifier.
- Dash Administration Services Pty LtdcoreDash Administration Services Pty Ltd is the Investment Administrator for Super Simplifier, looking after all investment-related aspects of the Fund.
- Dash Promoter Services Pty LtdcoreDash Promoter Services Pty Ltd is the Promoter of Super Simplifier, responsible for marketing and promotion of Super Simplifier and Fund Websites.
- uXchange Pty LtdcoreuXchange Pty Ltd is the Administrator and Promoter of Wealth Simplifier.
- Clearstream Australia LimitedcoreClearstream Australia Limited is the Custodian for Wealth Simplifier.
- Model Manager PartnerscoreDASH partners with 20+ model managers providing managed account models including Aberdeen, Morningstar, Betashares, Bellmont, Banyantree, Ethical, Harbour, Investsense, Jevons, Harbourside, Mawson, DFS, Quilla, Ralton, Resonant, Russell, Research IP, XTB, Evergreen, Dimensional, Humanfinancial.
- MDA Investment Series PartnerscoreDASH offers Best of Breed MDA Investment Series with partners including Morningstar, Evergreen, Zenith, iShares, Lonsec, Ralton.
Scale indicators3 records
Recent moves6 records
Expansion highlights6 records
ROAR Software competitors and assessment
Company assessmentDirect peers
- HUB24: ASX-listed Australian investment and superannuation platform serving advisers and their clients with managed portfolios, SMA functionality, and integrated advice tools. HUB24 directly competes with DASH's Wealth Simplifier and Super Simplifier investment platform offering.
- Netwealth: ASX-listed Australian wealth management platform offering wrap platform, superannuation, and advice technology to financial advisers. Netwealth competes directly with DASH across both the investment platform and integrated advice experience layers.
- Class Super: Listed Australian SMSF administration and accounting software provider widely used by financial advisers. Class competes with DASH's SMSF-related functionality and broader advice workflow tools for adviser mindshare and wallet share.
- IRESS: Australia-headquartered financial software provider whose Xplan platform is a leading financial planning tool for Australian advisers. IRESS competes directly with DASH in advice software and is also integrated into DASH's own Advice Marketplace, highlighting how close the two product sets are.
- Adviserlogic: Australian financial planning software and practice management platform for advisers. Adviserlogic competes directly with DASH Canvas and the broader DASH advice workflow offering in the SMB adviser segment.
- Praemium: ASX-listed Australian provider of separately managed account (SMA), wrap platform, and portfolio administration technology for advisers. Praemium's SMA and platform offering competes head-to-head with Wealth Simplifier's non-super investment administration.
- Plum Software: Australian financial planning and advice software provider serving advisers and licensees. Plum competes with DASH across the financial planning software layer and is comparable in product scope to DASH Canvas.
Broad incumbents
- Macquarie Wrap: Macquarie Bank's adviser-distributed wealth platform offering super, pension, and investment administration. Although Macquarie CMA is integrated into DASH's Wealth Simplifier, Macquarie Wrap itself competes with DASH as a broader incumbent platform.
- Colonial First State (FirstWrap): Major Australian investment platform and superannuation provider with a broad adviser-distributed product suite including FirstWrap. Colonial First State competes with DASH in the wrap/investment platform category as a large-scale incumbent.
- BT Panorama: Westpac-owned wealth platform offering super, pension, and investment solutions to advisers and clients. BT Panorama is a broad incumbent that competes with DASH's investor platform products through an established bank-distributed channel.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
ROAR Software social profiles
Digital presenceROAR Software financial estimates
Financial estimateRevenue estimate
Valuation estimate
ROAR Software leadership team
Management profileNumber of profiles
Profiles1 record
ROAR Software subsidiaries and ownership
Company hierarchySubsidiaries7 records
ROAR Software funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
ROAR Software M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about ROAR Software
What does ROAR Software do?
ROAR Software (now DASH Software) provides a cloud-based, integrated financial advice and wealth management platform for the Australian market. The platform combines financial planning software, investment administration (Wealth Simplifier for non-super and Super Simplifier for superannuation), client portals, and an Advice Marketplace connecting third-party tools. It serves financial advisers, licensees, institutions, and individual investors across the entire advice lifecycle from fact-finding through to investment execution.
Is ROAR Software a public or private company?
ROAR Software is a private company. It is classified as venture growth investor backed and is currently operating.
When was ROAR Software founded?
ROAR Software was founded in 2015. It employs 11 to 50 people.
Where is ROAR Software based?
ROAR Software is headquartered in Sydney, Australia, in the Oceania region.
How does ROAR Software make money?
Five revenue lines are on record. DASH Canvas Subscription is the primary driver. The others are DASH Software Platform Access, wealth Simplifier Platform, super Simplifier Platform and external Services and Add-ons.
Who are ROAR Software's main competitors?
Direct peers on record are HUB24, Netwealth, Class Super, IRESS, Adviserlogic, Praemium and Plum Software. Broad incumbents are Macquarie Wrap, Colonial First State (FirstWrap) and BT Panorama.
Does ROAR Software have an API?
Yes. API capabilities are referenced in the context of life insurance product comparisons and web application development. The platform enables integration for third-party applications and services through External Services. The DASH Software Terms of Use mentions enabling access to third-party applications through the platform.