Xplan Template Solutions
The Phoenix Suite offers a comprehensive solution if you want to optimise your Xplan site. With these compliant and customisable templates, you can take advantage of Xplan's advanced functionality without the hassle of starting from scratch. Plus, the Phoenix Suite provides a solid foundation for any advice document templates, enabling you to further personalise the documents to your requirements.
Benefits
Consistent & Professional Documents
Deliver advice documents that are always on-brand, compliant, and client-ready. Our customisable templates ensure accuracy and consistency, creating a professional impression every time.
Increase Efficiency & Save Time
Streamline document production with workflows and templates designed for speed and simplicity. Spend less time formatting and more time focusing on your clients.
Expertly Designed & Supported
Built by Xplan experts, our templates meet industry standards and adapt to your specific requirements. Ongoing support and updates keep your advice documents compliant and effective.
The Phoenix Template Suite is a complete collection of compliant, customisable advice document templates built to enhance the way financial advisers create, deliver, and manage client-facing documents. Developed by our Xplan specialists, these templates combine industry compliance, professional design, and practical functionality to make advice production faster, easier, and more reliable.
With Phoenix, you get more than just templates — you get a framework for efficiency. Every template is designed for clarity, consistency, and client impact, while also being flexible enough to match your business’s unique processes, branding, and strategies. Regular updates and expert support ensure your documents remain compliant with evolving regulations and continue to deliver value well into the future.
"Umlaut's expertise has enabled us to transition smoothly out of a large institution minimising disruption for our adviser businesses. Their highly developed coding capabilities and advanced advice templates are set to significantly enhance efficiency for our advisers."
Available Templates
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Advice Generator (SoA, RoA, Rapid RoAs, Wholesale Advice) icon
Advice Generator (SoA, RoA, Rapid RoAs, Wholesale Advice)
A complete suite of advice document templates designed for clarity, compliance, and speed. Tailored to your business needs and ready to use across multiple advice scenarios.
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Fact Find icon
Fact Find
Capture all client data efficiently with a structured, easy-to-use fact find template. Ensures consistent, compliant data collection and a smooth client onboarding experience.
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Client Servicing Documents icon
Client Servicing Documents
Professional, branded templates for key client communications. Maintain consistency and quality across ongoing service agreements, fee disclosure statements, and client updates.
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Review icon
Review
Streamlined review templates to support ongoing advice, progress tracking, and client engagement. Designed to save time while meeting compliance obligations.
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End-to-End Workflows icon
End-to-End Workflows
Fully integrated workflows linked to your templates, guiding advisers through each step from data collection to document generation. Improves efficiency, reduces errors, and enhances client service.
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Strategy Text Library icon
Strategy Text Library
A comprehensive library of compliant advice strategies, including strategy flyers. Strategy text is automatically inserted into advice documents through the Advice Generator and is coded to bring through figures and details from Xplan modules such as Risk Researcher, WealthSolver, and IPS. This saves time, ensures accuracy, and maintains consistent messaging.
Ready to streamline your advice documents and save hours each week?
Talk to an ExpertFrequently Asked Questions
We’ve answered some common questions about Phoenix templates and implementation.