Do you want to scale your financial firm?

Get back to advising. Stop pushing paper. Safeguard your firm’s future. We’ll help you digitise, ensure compliance and save you time.

How Umlaut can help

We supercharge your financial advisory firm’s success by helping you take control of your data, improve your processes and ensure you’re ready for the future. Thanks to a combination of strategic advice and a suite of exceptional tools, your business will be set up for growth in a heartbeat.

Save Time

We’re here to empower your business to unlock its potential through improved data management. From digisiting your entire document and data history, to giving you and your team back countless hours by improving your workflows, we’ll get your business back on the path to success.

Save money

Our vision is to provide real technical solutions to make you more productive
and increase your revenue. To do this, we listen to you and take a holistic look at your business and your current challenges before implementing the perfect solution for your needs.

Be compliant

The financial advice industry is changing fast. We’re on top of what you need to do to ensure compliance with the new legislation and rules as they roll out. In fact, our suite of tools make it simple for you to be compliant and our strategic advice means we’re always on hand to help.

Discover what works for your business

Unique businesses deserve a unique solution
How Umlaut can help financial advisors

Save time, money and effort with a bespoke data management solution for your financial advisory firm. No single business is the same, so why settle for an off-the-shelf solution; especially for something as important as your firm’s data process and compliance future?

Over a series of consultations, we’ll uncover your unique challenges and needs before mapping out your custom data management solution.

Is new client onboarding costing you too much money?

Financial advisor onboarding process improvements with Umlaut

You’re wasting up to 1.5hrs per client

How many hours do you spend scanning, printing, posting and chasing up forms? Not to mention entering that data into your System of Record (SOR) and the impact of inevitable human data entry error.

That’s why you need AdvisorForms

Spend more time advising, and less on administration.

AdvisorForms effortlessly records and syncs your client data with your System of Record. No manual data entry, transcription errors or lengthy new client onboarding process - just lots of time back.

Are you staring at an office filled with historical paperwork and data?

Scale at speed with improved financial advisor onboarding processes

ASIC now requires up to 10 years’ of document history

All those paper files, hard drives and manilla folders sitting around your office will need to be digitised soon in order to meet new compliance measures. Plus they’ll need to be assigned to clients and any gaps in the paperwork filled.

That’s why you need Xplan Connect

Our team physically swoops in and takes the issue off your hands.

We digitise all your existing documentation (fast!), match it to your Xplan client folders, flag any anomalies and gaps and ensure your firm is compliant with current legislation - all with only an hour or so of your time needed.

Do you need an easy way to stay compliant and save time?

Improve your financial advisor onboarding process

It costs $220 in labour to reproduce a lost document

How many times has your team flagged that they can’t find the data or information they’re looking for? By the time they tell you about it, they’ve probably already spent too long looking for it.

That’s why you need Xplan Drive

It’s your answer to simple, secure, compliant financial document management.

Easily and securely integrating your business and client data with your Xplan, it correctly maps to your client folders and flags any anomalies. Xplan Drive will save your team hours in searching for information and help them stay compliant by making your document management process clear.

Book a strategy call

Start saving time and money in your business today. What are you waiting for?

So Much More than Data Automation Software

We understand data disorder. And we know how to fix it

With more than 30 years’ collective experience in data-related fields, we’ve experienced first-hand the frustration of disordered data management. We’ve watched staff waste time on poor procedures, manual processing and repetitive tasks. Frustrated by the effect poor processing was having on businesses, we decided to do something about it. That’s why Umlaut was born.

Innovation

The financial planning industry is always changing. That’s why it’s essential to test any new system, application or process and bring new improvements to your business. We’re solidly focused on doing the groundwork, so you don’t have to.

Reliability

Your peace of mind is important to us. All our solutions are tried and tested to ensure your experience with us is stress free and consistent. We strive to execute to the highest standard within our agreed timeframes so there are no unwanted surprises.

Security

The security of your data is our top priority. We use the latest cryptographic techniques and two factor authentication to ensure you data is secure, both in storage and transmission, and only trusted personnel can access it.

XPlan Migration Guide

XPlan Migration Guide

In this FREE guide, we show you how to migrate all your data to XPlan in 8 simple steps.

  • Get compliance ready and protect yourself in case of audit.
  • Get your client data in a single easy to access location.
  • Easy to follow step-by-step guide.
  • Be able to self-audit so you know your business is safe.