Xplan Training & Consulting

Get more from Xplan with our specialist customisation and integration services


Unlock the Potential of Xplan With Umlaut

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 our team of Xplan experts, Umlaut 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.

Specialist Xplan Services

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.

Xplan Support

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.

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.

Benefits of dedicated Xplan support

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.

One provider. Multiple possibilities.

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.

Bespoke solutions to grow your business

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.

A new level of customer service

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.

Maximise the full potential of Xplan 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.

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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.

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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.

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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


"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

"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


"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.


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

Get Customised Xplan Solutions and Experienced Support for Your Business

  • Increase accuracy and efficiency in data entry processes
  • Automate manual tasks to focus on more complex ones
  • Set up datafeeds
  • Template common documents to reduce time to provide advice
  • Get a bespoke solution for you Xplan site
  • Make use of our knowledgeable consultants with 84+ years of experience combined working with Xplan

Click the button to book a call with our team today, and we will show you how to get the most out of your Xplan site.

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Frequently asked questions

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.