Solutions.

Business process

Data Stage

Integrations

Partners

Intelligent Document Processing

Improve workflow efficiency with our intelligent document processing solutions, enhancing data accuracy and client satisfaction.

Xplan

Umlaut provides Xplan support and optimization for financial services firms, with custom solutions for seamless financial management, integration and training.

Accounts Payable Automation

Optimise your financial processes with accounts payable automation software. Streamline approvals, enhance security and boost efficiency.

Mortgage Processing

Significantly reduce your back office processing times and loan approval times, allowing you to close deals faster, reduce costs, and improve customer retention.

Consult

Iress Xplan consulting services for customisation, set-up, training, and ongoing support.

Migrate

Say goodbye to manual paperwork trails forever with our fully automated digital solutions.

Connect

Automatically sync the financial documents from your SharePoint and OneDrive desktop folders to Xplan.

Protect

Streamlined cyber protection for small businesses to make it easier to protect you and your clients from a cyberattack.

Insight

Harness the power of data and get more insight at a glance with business intelligence dashboards that take the effort out of analysis.

Advisortools

Streamline your workflow and safeguard data accuracy by digitising client data capture and storage with AdvisorForms to support your fact-finding process.