Bespoke Xplan Solutions
Umlaut provides dedicated Xplan services to help your business get more from your financial planning and wealth management system. 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.
Xplan Support, Customisation, Consulting & Training
Umlaut’s complete end-to-end Xplan services gives financial advisor, investment and broking firms the exact level of support they need.
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Xplan Template Solutions
A comprehensive suite of templates and processes designed by Xplan experts. Take advantage of Xplan's advanced functionality without the hassle of starting from scratch.
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Managed Xplan
A fully managed Xplan solution optimised for best practice, compliance and productivity.
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Online Fact Find Tool
Effortlessly record and sync your client data with your System of Record. No manual data entry, transcription errors, chasing for digital signatures.
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Unlocking your Site's potential
Elevate your Xplan site with our comprehensive Site Analysis service. Our in-depth audit will uncover valuable insights and opportunities to optimise data integrity, efficiency and user experience.
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Business Insights & Analytics
Insights business intelligence dashboards enable reliable and informed business decisions so you can grow with confidence.
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Client Portfolio Reporting Portal
Engaging, clear and branded client reporting portal using data direct from Xplan.
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Revenue Processing & Payments
Supporting businesses with efficient, precise, and adaptable revenue processing solutions tailored to your needs.
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PII Data Identification & Redaction
Identify and redact personally identifiable information (PII) from your data to ensure compliance and protect client privacy.
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