Get more from Xplan with our specialist customisation and integration services
Umlaut leads the way in integrating Xplan with a range of automation solutions to unleash the full power of your financial planning and wealth management software. With the acquisition of Xplan consulting firm, Specialist PMC, Umlaut now offers a complete Xplan solution, including customisation, integration, training and ongoing support.
As leaders in digital transformation and automation, Umlaut drives growth and efficiencies by helping businesses take control of data. By integrating Xplan in digital transformation projects, Umlaut gives you access to best-in-breed automation, workflow and document management software for improved visibility and control.
Umlaut provides the following dedicated Xplan services to help your business get more from your financial planning and wealth management system.
Tailored Xplan solutions to meet your needs, including coding and wizard development, workflows and CRM configuration.
Administrative services to support your team, including data entry, data feed administration and CommPay support.
Streamlined solutions to unlock the full power of Xplan, including automation, document management and workflow functionality.
Consulting and training to help you get the most from Xplan, including process efficiency tips, best practice tools and compliance.
Site administration and operational support including site configuration, user management and help desk support.
Full audit of your Xplan solution, including system settings, user modules, advice documents, coded templates and a report.
Guiding you every step of the way, Umlaut’s complete end-to-end Xplan services gives financial advisor, investment and broking firms the exact level of support they need.
Forget working with multiple providers to get the most from Xplan - Umlaut can do it all for you. From developing your customised Xplan solution to providing ongoing advice and support, Umlaut guides you the entire way. Offering coding, data feed, full training and site administration support, benefit from having one point of contact for all your Xplan needs.
With many years of experience working with IRESS, financial advisors and licensees, Umlaut has the skills and knowledge to develop the right Xplan solution for you. Specialists in creating customised solutions for financial firms of all sizes, Umlaut’s Xplan consultants work with you to identify which Xplan capabilities will yield the best outcome for your firm.
Umlaut combines extensive Xplan expertise with a holistic approach to the needs of your firm to provide a new level of customer service. Taking a big picture view of your business, we work with you to get a better understanding of what you need from Xplan, helping us deliver the right level of support before, during and after the rollout of your new solution.
We understand your business. With more than 30 years of experience, we specialise in solutions that make you more productive, save you money, and increase your revenue. You can take all of our software in one easily integrated package, or mix and match the solutions that best suit your needs.
Find, transfer, and save information easily, all in one seamless and comprehensive system. Connect maximises the effectiveness of Xplan by providing financial document management and processing for firms of all sizes in bulk.
Effortlessly record and sync your client data with your System of Record. AdvisorForms eliminate manual data entry, human error, and the endless paper chases that distract your staff from more business-critical tasks.
Visual analysis of data from every area of your business, Insights business intelligence dashboards enable reliable and informed business decisions so you can grow with confidence.
Our high-speed scanners can digitise up to 100 documents per minute and organise all of your old records into one simple, centralised data management system. No more lost or damaged documents, and records are encrypted for maximum data security.
Streamline document approvals, reduce document production costs and enjoy effortless workflow integration as your clients sign important documents with a couple of clicks thanks to DocuSign eSignature.
Review your business to assess its data readiness where we’ll discover your unique challenges and needs before mapping out your custom data management solution.
Experts in data management, Umlaut is ready to help your firm get the most from Xplan. Book a demo to see how you can take full advantage of all the benefits of Xplan for your financial advising, investment or broking firm.
Can you analyse our Xplan site and offer recommendations to increase efficiency?
Our site analysis is ideal for anyone wanting to get more from Xplan. We work with you to understand your business processes and goals. From there, we analyse your current Xplan utilisation to offer recommendations to boost your business efficiency utilising Xplan.
I don't have an advice document on Xplan or the one we have needs amendments. Can you help?
We can help in 2 ways. First, we can design a custom document for your Xplan site to upgrade your existing word template or document. Second, for businesses without an existing advice document, we’ve developed an SOA template that includes Xplan modelling and strategy text options to get you started.
How can I ensure everyone on my site follows the same procedure for efficiency and compliance?
We work with you to create an Xplan workflow process to complement your preferred business process. The workflow procedure operates as a task list and training manual for your team. We can also help you set up the appropriate dashboard widgets and supply management reporting solutions to ensure you're aware of all business operations.
I am having trouble balancing my client portfolio to the provider sites. Can you fix it?
Precise portfolio data is key when preparing advice and reports for customers. With years of expertise in Iress, we’ve partnered with hundreds of businesses to ensure data accuracy through data feed monitoring and portfolio maintenance.
We need a partner who can provide ongoing Xplan training and support plus understand our business and site configuration. Can you help?
We know that no two firms have the exact same requirements and that no two solutions are identical. That’s why we’ll work with you to design an ongoing support solution to provide the support your team needs, in a way that works for them and your business. Our ongoing support services include help desk support, customised training, site administration, site customisation, user management and more.