---
title: "About — Umlaut Wealth Solutions"
description: "Who we are and how we help advice businesses get more from Xplan."
lang: en-AU
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            "description": "Pre-built Xplan templates for document automation and client reporting"
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            "description": "Revenue processing and administration solutions for financial advisors"
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---

[1300 664 665](tel:1300664665)[hello@umlautsolutions.com](mailto:hello@umlautsolutions.com)

[![Umlaut Wealth Solutions logo](/umlaut-logo.png)](/)

[About](/about)[Services](/services)

-   Resources

[Contact](/contact)

[Book a Consultation](/contact)

# 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](/lovable-uploads/2eac47cf-0c22-4232-8028-450d9517146a.png) 

### Scott Brewster

Director

![Headshot of Mark Elgar — Director](/lovable-uploads/9d05b2e6-dfd8-4bbc-9923-12d9ad6ec8fc.png) 

### Mark Elgar

Director

![Headshot of Angela Lack — General Manager](/lovable-uploads/65b359c0-6d81-48dc-95e2-561c5cec44dc.png) 

### Angela Lack

General Manager

[Meet the Full Team](/team)

## Our Integration Partners

Working with leading technology providers to deliver comprehensive solutions

![Iress logo](/lovable-uploads/b24e2e1d-06ed-4e90-a442-ca2a487b5956.png)![Revex logo](/lovable-uploads/19756b07-1af1-4e4c-819b-5c5c326010bd.png)![RPS.au logo](/lovable-uploads/7925201f-95d1-47cb-9ea1-c1d77c72c48d.png)

## Our Clients

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

![Akambo Financial Group logo](/lovable-uploads/d4cf9918-ad2f-44c6-857a-07ff42761ffd.png)![ASB logo](/lovable-uploads/2d725005-a386-4e1f-8fcf-dc3c374b4af3.png)![Count logo](/lovable-uploads/67c63d49-9e04-4079-b124-58fba8ac9ee4.png)![Futuro Financial Services logo](/lovable-uploads/28e552f8-4699-4790-935d-a4d51193ec11.png)![Godfrey Pembroke logo](/lovable-uploads/22555428-203a-4ebf-8a63-81f2a7175dad.png)![Holden & Partners logo](/lovable-uploads/67a2a138-90dc-4cc4-a515-c5b5f5c3a3ff.png)![ICIB Brokerweb logo](/lovable-uploads/6e07842d-e0e2-4876-a4d3-6edda5600ca9.png)![Insight Investment Services logo](/lovable-uploads/02b91034-3b5f-41e2-9a9b-cb8773e056ea.png)![Insignia Financial logo](/lovable-uploads/2de8b94e-7d1e-40b7-a239-eec8311738d8.png)![Interprac logo](/lovable-uploads/b3853010-c742-4996-a9ab-75d676b05ea1.png)![JB Were logo](/lovable-uploads/6020604c-14f8-4539-a752-903b6847bf46.png)![Kingswood logo](/lovable-uploads/50314f6f-aa26-4e93-9298-33e0695ad189.png)![Mattioli Woods logo](/lovable-uploads/eae1bd9a-4f63-4275-ba84-dff2128db830.png)![Morgans logo](/lovable-uploads/40b50a61-e97a-4b07-9e25-eb2fde99d349.png)![My SuperFuture logo](/lovable-uploads/ddae7b10-20de-4630-a433-2954ab18f0f5.png)![NAB logo](/lovable-uploads/90793c08-4963-4059-b0cb-6d7045f320b1.png)![NZ Britannia logo](/lovable-uploads/ae787c9c-5e9d-4522-877e-64332a7b4119.png)![Partners Wealth Group logo](/lovable-uploads/ecd0e3b5-2046-4a13-922c-d5a667d94fbd.png)![RSM logo](/lovable-uploads/8870c42c-d9bb-4290-8ce6-dcd65aa9ced0.png)![ShineWing Accountants & Advisors logo](/lovable-uploads/73aa8a86-34a3-4a77-bfe5-5ef2cf770a7e.png)![Spark Financial Group logo](/lovable-uploads/569d4b46-0e03-44fa-bfa4-9439454c0e31.png)![Stonehage Fleming logo](/lovable-uploads/5506eed3-ada1-4bde-bed4-828dc1d14c5f.png)

![Umlaut Wealth Solutions](/lovable-uploads/48e466c3-6d30-40d0-8167-85a5bf095cc0.png)

Umlaut Wealth Solutions are specialists helping advice businesses get the most out of Xplan across Australia, New Zealand, and the UK.

## Quick Links

-   [Services](/services)
-   [Team](/team)
-   [Articles](/resources/articles)
-   [Ebooks](/resources/ebooks)
-   [Case Studies](/resources/case-studies)
-   [Privacy Policy](/privacy)
-   [Terms of Use](/terms)

![ISO 27001 Certified](/lovable-uploads/a3a9df20-c3b3-4cc8-a059-2400491a0dbb.png)

## Get in touch

Ready to modernise your advice operations? Book a consultation with our team.

[Contact us](/contact)

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