--- title: "Xplan Consulting — Umlaut Wealth Solutions" description: "Streamline advice delivery, lift compliance, and unlock platform potential." 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) # 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. [Back to Services](/services)![Xplan Consulting service logo](/lovable-uploads/7d84305d-d52c-47d1-b10f-4d2fcf69662f.png) ## 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." Brian May Director Horizon Wealth Management ![Horizon Wealth Management logo](/lovable-uploads/fba9e7d6-098e-4389-ba81-f76fa6a19100.png) ## 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 Expert](/contact) ## Frequently Asked Questions We’ve answered some common questions to help you understand our process and services. ### How long does an Xplan consulting project take? + – ### Do you work with clients outside Australia? + – ### Can you customise our existing templates? + – ### We need a partner who can provide ongoing Xplan training and support plus understand our business and site configuration. Can you help? + – ![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.