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title: "Benchmark — Umlaut Wealth Solutions"
description: "Best-practice Managed Xplan with tailored subscriptions, Phoenix templates, Umlaut tools integration and expert support to elevate your advice firm."
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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)

# Setting the standard for Managed Xplan

Benchmark is perfect for Financial Advisers who want a best-practice solution managed by Xplan experts. Benchmark provides subscription options tailored to your needs and a comprehensive suite of services and solutions that make Xplan work for you. From access to the Phoenix template suite, integration with the Umlaut tools as standard, and partnering with specialists to help you run your business, Benchmark has everything you need to take your advice business to the next level.

[Back to Services](/services)![Benchmark service logo](/lovable-uploads/3c073ae8-8c37-49a4-86f5-57b05625db5b.png)

## Benefits

### Streamlined Advice Management

Access our best practice suite of templates, processes, and tools to manage your advice business with ease, reduce admin workload, and improve operational efficiency.

### Access to Expertise and Tools

Benefit from comprehensive support, industry insights, and a wide range of tools designed to help you optimise your Xplan site and deliver the best service to your clients.

### Peace of Mind

With our team managing your Xplan site, you can be confident it’s up-to-date, compliant, and running smoothly, allowing you to focus on client relationships and business growth.

Benchmark is our fully managed Xplan service, designed to optimise your site for best practice, compliance, and productivity. Our team of Xplan experts takes care of everything — from system configuration and updates to template and workflow management — so you can focus on delivering advice and growing your business.

By leveraging our best practice suite of templates, processes, and tools, Benchmark simplifies operations, reduces administrative burden, and improves overall efficiency. You’ll gain access to expert support, resources, and insights that help you stay ahead of regulatory requirements, optimise your use of Xplan, and consistently deliver exceptional outcomes for your clients.

## Available Services

### Included Services

-   Access to our Phoenix Suite of templates 
-   Access to AdvisorForms Fact Find 
-   Access to business reporting dashboards 
-   Access to our Helpdesk for support 

### Optional Add-On Services

-   Datafeed support & management 
-   Training for advisers, paraplanners, and admins 
-   Customisation options to tailor templates, workflows, and site settings 

Get Started with Benchmark Today

[Talk to an Expert](/contact)

## Frequently Asked Questions

We’ve answered some common questions to help you understand our process and services.

### Why Benchmark? + – 

### What level of access will my business have? + – 

### Can I request changes to the system? + – 

![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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