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Put Paperwork In The Past

Helping financial PROFESSIONALS REACH THEIR FULL POTENTIAL

We’re passionate about all things data. But most of all, we’re here to give you choices. As data experts, there are myriad ways we can improve your data management. From data capture to automation, integration and security – we’ve done it all. But, ultimately, our goal is not just to improve your systems, our goal is to make your day-today work life easier and give your business the tools it needs to flourish.

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Our Solutions

 

Discovery Program

The Discovery Program is a series of consultations with Umlaut’s experienced data specialists where we map out the specific goals and scope of your project.

Workflow Automation

Explore a suite of leading workflow automation software to provide your team valuable workload management tools and reduce labour costs.

AdvisorForms

Digitise the capture and storage of client data, streamline your onboarding process and save hours of data entry with customisable e-forms.

Xeppo

Interact with all facets of your business in a single, central, searchable platform. Use your consolidated view to unlock analytical insights and drive growth.

XPLAN Connector

We help you connect and import your data into XPLAN for organised, compliant data. We handle multiple data sources - even hand written.

Capture

Reduce your team’s paper handling and scan, extract and process documents efficiently. Convert and file your documents directly into your system.

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