Maximise the power of your Xplan
Umlaut leads the way in integrating Xplan with a range of automation solutions to unleash the full power of your financial planning and wealth management software. Offering complete Xplan solutions, including customisation, integration, training and ongoing support.
Benefits
Expert Xplan Specialists
Senior consultants who know Xplan end-to-end.
Faster Delivery
Proven approach to reduce turnaround times.
Compliance by Design
Processes aligned to regulatory needs.
Forget working with multiple providers to get the most from Xplan - Umlaut can do it all for you.
From developing your customised Xplan solution to providing ongoing advice and support, Umlaut is there for you every step of the way. Benefit from a single point of contact for all your Xplan needs including coding, datafeed management & support, comprehensive training and site administration.
Umlaut combines extensive Xplan expertise with a holistic approach to the needs of your firm to provide a new level of customer service. Taking a big-picture view of your business, we work with you to get a better understanding of what you need from Xplan, helping us deliver the right level of support before, during and after the rollout of your new solution.
"I would recommend Umlaut Solutions to any Financial Planning business using Xplan."
Available Services
-
Xplan Customisation icon
Xplan Customisation
Tailored templates, logic, layouts, and branding to match your advice process.
-
Site Admin & User Management icon
Site Admin & User Management
Optimise site settings, maintain picklists, manage roles and permissions.
-
Datafeed Support icon
Datafeed Support
Setup, troubleshoot, and maintain your Xplan datafeed connections for accurate client data.
-
Xplan Support / Help Desk icon
Xplan Support / Help Desk
On-demand assistance for advisers and admins to resolve issues fast.
-
Training icon
Training
Targeted sessions for admins, advisers, and power users to get the most from Xplan.
-
Workflow Design & Build icon
Workflow Design & Build
Create efficient advice workflows, tasks, file notes, and QA processes.
-
Best Practice Consultation icon
Best Practice Consultation
Review your Xplan usage against industry best practice and provide recommendations.
-
Migrations & Conversions icon
Migrations & Conversions
Manage Xplan-to-Xplan merges, test conversions, and live go-live transitions.
-
Data Governance & Cleansing icon
Data Governance & Cleansing
Improve data quality with standards, mapping, deduplication, and validations.
Ready to unlock more from your Xplan?
Talk to an ExpertFrequently Asked Questions
We’ve answered some common questions to help you understand our process and services.