---
title: "Protect — PII Identification &amp; Remediation"
description: "Identify and remediate sensitive client data to meet Australian Privacy Act, GDPR and UK data protection requirements."
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)

# PII Data Identification & Remediation

Protect is our comprehensive PII identification and remediation service designed to safeguard sensitive client information. Our advanced AI-powered tools automatically detect, classify, and secure personally identifiable information across your data systems, ensuring compliance with privacy regulations while maintaining data utility for your business operations.

[Back to Services](/services)![Protect service logo](/lovable-uploads/3fed9a95-3e51-49ef-a60e-f6a142f6362a.png)

## Benefits

### Advanced PII Detection

AI-powered scanning identifies names, addresses, phone numbers, emails, TFNs, identity documents (passports, drivers licences), and custom patterns across all data formats with high accuracy.

### Smart Remediation

Offers three remediation options once PII is identified: quarantine files, delete from source, or redact sensitive information while preserving data structure and utility.

### Compliance Ready

Adheres to GDPR, Australian Privacy Act, and other privacy regulations by automatically detecting required PII types with comprehensive audit trail generation and documentation.

Protect is our advanced PII identification and remediation service designed to help financial services organisations safeguard sensitive client information while maintaining compliance with privacy regulations. We provide AI-powered platform capabilities that automatically scan, identify, and secure personally identifiable information across your entire data ecosystem.

By leveraging machine learning algorithms and rule-based detection methods, Protect ensures comprehensive coverage across databases, documents, emails, and unstructured data sources. Once PII is identified, the service offers three remediation options: quarantine files, delete from source, or redact sensitive information while maintaining data integrity and utility with detailed audit trails and compliance documentation.

## Core Features

### Detection Capabilities

-   Multi-format data source scanning (databases, documents, emails) 
-   AI-powered pattern recognition for complex PII identification 
-   Custom pattern configuration for industry-specific data 
-   Detailed analytics and reporting with comprehensive PII discovery insights 

### Compliance & Security

-   GDPR, Australian Privacy Act, and NZ Privacy Act compliance 
-   Comprehensive audit trails and compliance documentation 
-   Configurable remediation policies and data retention rules 
-   Detailed risk assessment and privacy impact analysis 

Secure Your Data with Protect Today

[Talk to an Expert](/contact)

## Frequently Asked Questions

Common questions about our PII identification and remediation service.

### What types of PII can Protect identify? + – 

### How does the remediation process work? + – 

### Which compliance standards does Protect support? + – 

![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.