MORE Peace
LESS Chaos

Welcome to the Xplan integration that automates your manual paperwork to free up more time for advising.

Get organised with Xplan Connect

Drowning in archive boxes and hard drives of old client records? We’ll save you! Our Xplan Connect service digitises your old client records, sets up Xplan as your System of Record and maps a path for your business toward ASIC and licensee compliance - all without you having to lift a finger.

Why you need Xplan Connect

Xplan Connect integrates your data with Xplan. We help you unlock the benefits of this award winning financial services software.

Ditch the archives

Hand over your archive boxes and old hard drives and let us make order from the chaos. We digitise your records, sort and organise them by client and match with your Xplan System of Record - or set it up for you if you don’t yet have it.

Boot the boxes and regain your office space. Your data will be safer and more secure when stored in Xplan and managed ongoing via our document management system, Xplan Drive.
High-speed scanners can digitise up to 100 documents a minute.

Simplify data management

Digitising and organising your old records with Xplan Connect integrates your data into one system for simple, centralised data management. Regardless of where your data is stored, or in what format, we’ll import it into Xplan without you having to do anything other than hand over the files.

Stop wasting time searching for data over multiple systems, files and formats. We’ll map a path toward ASIC and licensee compliance for your business and ensure secure, easy to retrieve digital file management.
Protect your data with this Xplan integration

Protect your client data

Transferring your data from paper files and random hard drives into one document management system means you get to control who accesses the data. Our Xplan Connect service ensures your data is stored securely on servers encrypted to the highest standards.

Your clients can trust in the security of your data storage and transmission while you meet your compliance obligations.

How Xplan Connect works

Unlock the benefits of this award winning Xplan integration.

Our Xplan Connect service ensures you have complete control of the migration process - without the hassle of doing the work yourself. We adapt to what your business needs, with only a few, very quick checks from you at critical points, such as checking we’ve matched the client records correctly.

Xplan integration that automates the paperwork chain leaving your advisors free to achieve more.
Xplan integration that automates the paperwork chain leaving your advisors free to achieve more.

Xplan integration - a game changer

Xplan Connect moves your business to the next level. Not only does it map out how what your business needs to do to meet ASIC compliance, you’ll have the power of easy client data retrieval and analysis. Reviewing your client’s data with business intelligence software gives you greater insight into their financials so you can tailor your advice even more.

Xplan Connect gives you a single source of truth

One source of truth

With client records scattered across multiple locations and formats, it’s too easy for data mismatches to occur. Consolidating your data via our Xplan Connect service creates a single source of truth. We make it easy to see what data you’re missing so you can fill in the gaps for the complete picture.
Xplan connect can integrate your data from any source.

Get compliant - fast

Record-keeping obligations are now even more stringent. We can import your data into Xplan for organised, compliant data fast. Xplan Connect uses high-speed scanners to digitise up to 100 documents a minute, automatically retrieves data from the scans, syncs it to Xplan and flags any anomalies for manual handling.
97% of clients who received a quote from Umlaut found Xplan Connect cheaper than using their staff to migrate data into Xplan.

Help the bottom line

97% of clients who received a quote from Umlaut found Xplan Connect cheaper than using their staff to migrate data into Xplan. And the benefits don’t end once the migration is done. We work with you to customise a plan that’s not only cost-effective in the short term, but will reduce your expenses in the long run.

WE’RE PROUD TO WORK WITH

Pricing options

LITE
From$2500
  • Xplan Document Mapping
PRO
From$6000
  • Advanced Classification
  • Auto Rename
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.