Save time & make advising profitable again

Umlaut’s suite of software solutions connect directly with Xplan and Adviserlogic to ensure all client communication, reviews, and document management happens efficiently, easily, and cost-effectively.

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TRUSTED

Making Xplan work for you

Our suite of software solutions helps you modernise, ensure compliance, and save valuable time so you can get back to focusing on your clients and providing the best advice. Connecting with Xplan may feel like a hassle, an annoyance, or even an expense. But when you partner with Umlaut, you’ll discover the reality is quite the opposite.

A complete solution for financial advisors

With the right systems, technology, and processes in place, scaling your financial firm has never been easier. Our financial advisory solutions integrate seamlessly with your existing software for ultimate efficiency and ease of use. Improved data handling, increased accuracy, faster turnaround times, and automated workflows are just a few of the benefits our software provides.

Solve more problems with a single provider

With decades of experience in data management, we understand the impact of unorganised data flows, and we specialise in building solutions around what financial advisors tell us they want. With our recent acquisition of Specialist PMC, Umlaut is now able to offer practice consulting on Xplan site setups, helpdesk support, platform customisation, templates, data feeds, and more.

Make Xplan your dream client management, and profit generation tool.

Join the 500+ businesses that have already benefited from enhanced client and document management solutions from Umlaut, and start providing a better service for your clients today. Click the button below to book a demo.

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Still unsure of how Umlaut can help you?

Say goodbye to manual data entry and hello to efficiency

Make handwritten forms, transcription errors and lengthy wait times a thing of the past.

Our powerful AdvisorForms and Hyperscience solutions capture and sync data from any form in one streamlined process. With Umlaut, there’s no need to waste hours on data entry, pass documents around various departments, or send follow up emails chasing people for signatures. That’s all automated. Not only does this save a heap of time and resources internally, but it significantly shortens the onboarding process for your clients.

Effortless compliance in just a few clicks

Paper-based systems and outdated admin procedures are bad news for compliance. Fact!

Imagine never needing to stress about an audit again! Our intelligent software programs digitise all your existing client records and run quality checks on new applications to ensure your KYC documentation meets the required standards. Plus, with centralised storage and file transfer capabilities, you’ll never be left scrambling to find the right accounts or paperwork. You’ll have everything you need at the touch of a button.

Automatically route documents for approval

Eliminate manual paper trails. Do away with unclear administrative processes. Get approvals faster.

Our workflow software captures and records information in one smooth process to ensure jobs move more efficiently through your business. Collect information automatically from your incoming emails, create customised workflows that route documents directly to the right person, and set rules to identify or isolate sensitive documents.

Simple, secure, and cohesive document management

Get yourself connected! Use Connect to view, update, and safeguard your firm’s data and client records. Anywhere. Any time. On any internet-enabled device.

Access your files in the office, at home, or on the road. Connect maximises the effectiveness of Xplan by storing digital records in one central cloud-based location for easy access and tracking. Our systems are available either through a browser or by downloading the app, and can be accessed by smartphone, tablet, laptop or PC. So as long as you have an internet connection, you’ll always be able to upload, access and share your documents.

Maximise the full potential of your business with customisable software suites from Umlaut

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.

Data collection with eForms

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.

Capture handwritten forms

Get faster access to more accurate and complete data by automatically extracting the details you need from your handwritten documents. Hyperscience automatically captures data from any form, saving you valuable time and resources.

Sync documents with Xplan

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.

Business intelligence dashboards

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.

Xplan Training & Consulting

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.

Digitise your records

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.

Integrations

Umlaut systems integrate seamlessly with your existing software to bring maximum benefits with zero hassle and minimal disruption.

Transform how you do business

Improve customer & stakeholder satisfaction

Want to save time, money, resources, while simultaneously improving client and stakeholder service levels?

Work smarter, not harder. Cloud-based collaboration and automated workflows allow for quicker turnaround times, less confusion, and shorter onboarding processes. Customisable interfaces enable you to set notifications so that no task can be forgotten or omitted. Plus, you can hone in on key stages of each project and keep your stakeholders up to date with transparent and real-time data.

Organisation-wide visuals in real-time

Do you hate sifting through multiple folders to find the information you need only to spend hours trying to pull it all into a report that makes sense?

Our business intelligence dashboards do that for you, so now you won’t have to! Gain insights and make connections with your data at a level you’ve never been able to before. With visual representations of real-time data across your whole organisation, you can break down key metrics by employee, team, client, or service and convert them into easy to understand reports and displays.

Uncover hidden opportunities

How do you plan for the future without a clear picture of where you are now?

Take advantage of advanced analytic tools to run complex searches across all of your data. Find hidden relationships and compile profitability reports easily, no matter where your data is stored. With the right information at your fingertips, you can make reliable and informed decisions that will drive your firm forward and leave the competition in your wake.

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

Ready to take control of Xplan and skyrocket your firm to success?

Get in touch today to discuss your needs and discover how we deliver big benefits to your organisation.

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