Umlaut Wealth Solutions logo

    About Us

    Trusted Specialists, Committed to Your Success

    Umlaut Solutions has been supporting financial advice businesses since 2013, helping them get the most out of Xplan and related technology. With offices in Australia, New Zealand, the UK, and the US, our team combines deep technical expertise with hands-on consulting experience to deliver practical, scalable solutions. From site audits and customisation to workflows, reporting, and revenue management, we partner with advice firms and licensees to improve efficiency, compliance, and client outcomes.

    Our Team

    Our team brings deep technical expertise with hands-on financial services and consulting experience to deliver scalable solutions

    Headshot of Scott Brewster — Director

    Scott Brewster

    Director

    Headshot of Mark Elgar — Director

    Mark Elgar

    Director

    Headshot of Angela Lack — General Manager

    Angela Lack

    General Manager

    Our Integration Partners

    Working with leading technology providers to deliver comprehensive solutions

    Iress logoRevex logoRPS.au logo

    Our Clients

    Trusted by leading financial advice firms and licensees across Australia, New Zealand and the UK

    Akambo Financial Group logoASB logoCount logoFuturo Financial Services logoGodfrey Pembroke logoHolden & Partners logoICIB Brokerweb logoInsight Investment Services logoInsignia Financial logoInterprac logoJB Were logoKingswood logoMattioli Woods logoMorgans logoMy SuperFuture logoNAB logoNZ Britannia logoPartners Wealth Group logoRSM logoShineWing Accountants & Advisors logoSpark Financial Group logoStonehage Fleming logo