Modernise your wealth business

Eliminate your headaches when dealing with client data. We help you document and streamline your internal processes, optimise Xplan to run efficiently, while automating repetitive tasks such as client onboarding or document workflows.

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PARTNERED

WITH

Specialising in financial data management

Xplan support & Customisation

Guiding you every step of the way, Umlaut’s complete end-to-end Xplan services gives financial advisors, investment and broking firms the exact level of support they need.

Wealth Automation Systems

Limit risk, lower costs, reduce exceptions and improve customer satisfaction by harnessing an intelligent document processing solution. Automatically capture data and create automated workflows to help your organisation get the edge on your competitors.

Making Xplan a productive tool for your business

Xplan can be an amazing tool that helps you with all aspects of client data management, however if it's not set up and managed properly, it can become unwieldly and start consuming your time. This is where we come in. Umlaut provides the following dedicated services to help your business get more from Xplan.

Customisation

Tailored Xplan solutions to meet your needs, including coding and wizard development, workflows and CRM configuration.

Xplan Support

Administrative services to support your team, including data entry, data feed administration and CommPay support.

Integration

Streamlined solutions to unlock the full power of Xplan, including automation, document management and workflow functionality.

Training

Consulting and training to help you get the most from Xplan, including process efficiency tips, best practice tools and compliance.

Xplan Site Administration

Site administration and operational support including site configuration, user management and help desk support.

Xplan Analysis Service

Full audit of your Xplan solution, including system settings, user modules, advice documents, coded templates and a report.

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Create custom workflows and automatically validate data

Streamline your processes by creating dedicated workflows and harnessing integrations to automate document processing. From data extraction through to validation, routing and exceptions management, workflow and integration can unlock the power of automation and help your organisation reap the rewards.

Easily Create

Custom Workflows

Harness machine reading technology to extract data faster than ever before, with a higher degree of accuracy. Even if documents are handwritten, poor quality, or use inadequate colour contrasts, Hyperscience can identify and correct imperfections to deliver the information you need to correctly process data.

Automatic

Data validation

With our advanced automation platform, data extracted from documents can be validated against other systems to ensure accuracy. Easily incorporate checks against internal and/or external systems (e.g. drivers license numbers, spending against bank records, etc.) as part of your automated process to ensure data validity.

What Our Clients Say

"Their attention to details and professionalism certainly shines in the industry"

We have been working with the Umlaut Solutions for nearly 10 years and they have been fantastic with their services. The team is a dynamic and knowledgeable organization that provides timely service to us. The team has been instrumental in developing our advice technology solutions. Pulled from their years of experience from both owning and operating businesses and overseeing many different companies’ growth strategies, they offer a personalized approach to help their clients succeed. They have helped us to be organized with a structured plan in executing our solutions. Their attention to details and professionalism certainly shines in the industry. We highly recommend meeting with them to go over where you are at with your organization and what you’d like to achieve. We certainly will continue working with them, as they are our trusted support partner.

Lily Cao

Synchron

"I would recommend Umlaut to any financial planning business using Xplan."

We have been working with Angela and the team since 2015. Umlaut's team has understood our business requirements and has assisted our key internal trainer to communicate all new features, wizards and reports to the wider financial planning team. Angela is easy to work with, proactive and has added enormous value to our business to date. Our key Xplan super user has enjoyed working with Umlaut and has gained extensive knowledge from them.

Brian May

Horizon

"Umlaut has assisted RSM in bringing our Xplan platform to the next level"

We have been working with Umlaut for just over 6 months. Although this is a short period it is amazing how much we have done in this time. Angela took the time to understand our customised Xplan platform by auditing our system and providing feedback on areas of improvement. From there Angela has assisted RSM in bringing our Xplan platform to the next level, from understanding Xplan licencing requirements which have helped RSM reduce costs to creating brand new review reports and business reporting functions. Umlaut has now become an integral business partner for RSM in our continual strive to improve the level of advice we provide our clients.

Robert Zammit

RSM Financial Services Australia

"The software is simple to use and we have had great feedback from clients"

Using AdvisorForms in our business has greatly improved our internal efficiencies and would recommend to any firms looking for a client data solution. It has a professional user interface for clients to accurately enter information, and having this transfer immediately to Xplan removes the double handling of data which saves our business a significant amount of time. The software is simple to use and we have had great feedback from clients.

KATRINA WEBB

Dobbrick Financial Services

"We achieved exactly what we were after"

It was great dealing with Umlaut. We now have a solid RoA template we can actually use. We achieved exactly what we were after

Michael Coupe

First Unity

"I am very thankful our group made the decision to engage Angela"

I am very thankful our group made the decision to engage Angela and her team at Umlaut. It ensured our business processes could become efficient and we could truly understand our CRM. We have decided to keep Umlaut as part of the business for the long term through education, data cleansing and understanding our client process engagement.

Bernard Begg

Ottavo Financial

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Contact our team today to discuss your needs and discover how our solutions could deliver big benefits to your organisation.

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