Xplan Optimisation
Xplan delivers complete, comprehensive, and compliant financial planning and wealth management software for firms of all sizes. Integrate Xplan with Umlaut’s suite of software solutions to streamline document management, save on time, simplify your administration processes, minimise risk, and develop more cost-effective revenue streams.
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Enjoy full Xplan support and optimisation
Position your financial services firm at the forefront of digital transformation with Umlaut’s expert Xplan support and optimisation. We deliver a comprehensive Xplan package – customisation, integration, training and support – to boost your business efficiency and data management.
Specialist Xplan services
Umlaut provides dedicated Xplan services to help your business get more from your financial planning and wealth management system.
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.
Phoenix Template Suite
Access a collection of customisable templates created by experts, resulting in increased efficiency and simple implementation.
Benchmark Managed Site
A fully managed Xplan solution optimised for best practice, compliance and productivity.
Benefits of dedicated Xplan support and optimisation
We help you decipher Xplan so it works for you. Our comprehensive Xplan knowledge plus support, and end-to-end support services, give you the backup you need at every step.
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One provider – endless possibilities
We handle everything – crafting your bespoke Xplan solution. Enjoy the convenience of a single contact for all your Xplan needs, from coding and data feeds to comprehensive training and site management.
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Customised solutions to grow your business
Drawing on extensive experience with Xplan, financial advisors and licensees, we have the expertise to craft the ideal solution for your business. We can design personalised solutions for financial services firms of any size, working closely with you to pinpoint the Xplan features that will most benefit your firm.
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Next-level customer service
We take customer service to the next level by merging our Xplan knowledge with your unique requirements. We take an in-depth look at your business, working closely with you to fulfil your ultimate Xplan wish list.
TALK TO US
Make Xplan work for you. Contact our team today to discover what we can do for your business.
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Benefits for financial services firms
By optimising Xplan, you can overhaul your operations and increase productivity and profitability. We’ll help you:
- Tailor Xplan for your unique business needs with custom coding, optimised workflows and CRM configurations
- Streamline operations with comprehensive admin support, including data management and CommPay
- Benefit from complete integration services for automation of document management
Get the most out of Xplan with customisable software suites from Umlaut
We get your business. Backed by over 30 years of experience, we offer solutions that boost productivity, cut costs and increase revenue. We consult with you to help you use your software more efficiently and offer new tools and services we believe will best suit your needs.
Insights and resources
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Trusted by
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Talk to us
Reach out to our team now to explore your requirements and learn how our solutions can change the way you do business for the better.
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.