--- title: "Xplan Template Solutions — Umlaut Wealth Solutions" description: "Phoenix Suite for Xplan: compliant, customizable templates to optimise your site without starting from scratch." lang: en-AU json-ld: | { "@context": "https://schema.org", "@type": "Organization", "name": "Umlaut Wealth Solutions", "url": "https://umlautwealth.com", "logo": "https://umlautwealth.com/umlaut-logo.png", "description": "Leading Xplan specialists providing consulting, integrated tools, reporting dashboards, and data security solutions for financial advisors", "address": [ { "@type": "PostalAddress", "addressCountry": "AU" }, { "@type": "PostalAddress", "addressCountry": "NZ" }, { "@type": "PostalAddress", "addressCountry": "GB" } ], "areaServed": [ { "@type": "Country", "name": "Australia" }, { "@type": "Country", "name": "New Zealand" }, { "@type": "Country", "name": "United Kingdom" } ], "hasOfferCatalog": { "@type": "OfferCatalog", "name": "Xplan Services", "itemListElement": [ { "@type": "Offer", "itemOffered": { "@type": "Service", "name": "Xplan Consulting", "description": "Expert Xplan implementation, optimization, and technical consulting services" } }, { "@type": "Offer", "itemOffered": { "@type": "Service", "name": "Phoenix Templates", "description": "Pre-built Xplan templates for document automation and client reporting" } }, { "@type": "Offer", "itemOffered": { "@type": "Service", "name": "Beacon BI Reporting", "description": "Business intelligence dashboards and reporting solutions for Xplan data" } }, { "@type": "Offer", "itemOffered": { "@type": "Service", "name": "Xplan Site Analysis", "description": "Comprehensive Xplan site performance analysis and optimization recommendations" } }, { "@type": "Offer", "itemOffered": { "@type": "Service", "name": "AdvisorForms", "description": "Custom form solutions integrated with Xplan workflows" } }, { "@type": "Offer", "itemOffered": { "@type": "Service", "name": "Transact", "description": "Revenue processing and administration solutions for financial advisors" } }, { "@type": "Offer", "itemOffered": { "@type": "Service", "name": "Redact Data Security", "description": "Data security and redaction tools for sensitive client information" } } ] }, "sameAs": [ "https://www.linkedin.com/company/umlaut-wealth-solutions" ] } --- [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) # 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. [Back to Services](/services)![Phoenix service logo](/lovable-uploads/44b0eadb-32ac-429d-8050-70c3098db0d5.png) ## 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." Mark Fisher Managing Director Godfrey Pembroke ![Godfrey Pembroke logo](/lovable-uploads/92bc5106-07ca-42a8-b7cd-bfb4c8b699cb.png) ## Available Templates - 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. - 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. - 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. - Review icon ### Review Streamlined review templates to support ongoing advice, progress tracking, and client engagement. Designed to save time while meeting compliance obligations. - 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. - 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 Expert](/contact) ## Frequently Asked Questions We’ve answered some common questions about Phoenix templates and implementation. ### Can the templates be customised to match our branding or multiple brands on the same site? + – ### How often are the templates updated? + – ### Do you provide training on how to use the templates? + – ### What type of support is included? + – ![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) © 2026 Umlaut Solutions. All rights reserved.