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Our Solutions

 

Discover data harmony with fully-integrated solutions for your business. Our solutions bring together cutting-edge software and time-saving systems you can rely on. From selecting the most suitable technologies for your business to implementing proven solutions, we take the stress out of system integration. We clean up messy, multiple-system arrangements to leave you with a cleaner, leaner data machine. Using a variety of software, tools, processes and techniques, each plan is customised to your business’s specific needs to give you the peace of mind that your business can run smoothly and efficiently with minimal overheads.

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Discovery Program

DISCOVER A PLAN THAT WORKS

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. Custom data management solutions are designed for your business-specific needs using a strategic approach.

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  • Investigation of current systems and processes

  • Expert analysis of current data management

  • Discovery of process ‘gaps’

  • Matching of applications to environment

  • Development of integrated plan

  • Implementation including rollout

  • Training in systems and applications

  • Agile, adaptable planning

  • Provision of planning documents

AdvisorForms

Plan For A Form-Free Future

AdvisorForms is the simple, digital solution to a messy, paper problem. By digitising the capture and storage of client data, AdvisorForms streamlines your onboarding process and saves you hours of data entry.

Our sleek online portal provides a space for clients to fill in any relevant forms online, to be reviewed by you at the click of a button. Once forms are reviewed by both parties the data automatically populates in your system. Integrate AdvisorForms with your existing software systems and the data automatically syncs to avoid costly errors and mismatched information.

No more piles of paperwork and no data entry. Just a single, simple solution.

 
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A Simpler Way

Discover a stress-free way of collecting and consolidating your clients’ details.

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Send the client an email with a link to the form.

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The client fills in the form via the online portal.

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Review the data with your client to avoid errors

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Sync data into your existing software systems

 

No More Transcribing Paper Forms

Don’t waste any more time to-ing and fro-ing forms with your clients. Get the data you need, without the delay. As soon as your client fills in their details via AdvisorForms’ online portal, you can access and view the data. Review the form in collaboration with your client to ensure all details are correct and then simply approve the data at the click of a button. Even existing client information can be reviewed and confirmed without having to send out new paper forms. It’s a one-click tick of approval.

For more information on AdvisorForms

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XPLAN Connector

DITCH THE DATA ENTRY

Integrate Australia’s leading advice software to maximise business opportunities. With a suite of front-office sales tools, middle-office advice tools and back-office administrative tools, XPLAN integrates with a range of software solutions for all-in-one processing. We help you connect and import your data into XPLAN for organised, compliant data today – not when you’re audited.

 
 

YOUR DATA SOURCE INTO THE XPLAN CONNECTOR

 
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AFFORDABLE

Of clients who received a quote from Umlaut found the XPLAN Connector CHEAPER than using their own staff to migrate data into XPLAN. We can complete a full client data migration in a matter of days rather than months. This results in substantial cost savings compared to internal staff costs during a manual migration.

Want to know more about the XPLAN connector?

Capture

PROCESS WITH EFFICIENCY

Reduce your team’s paper handling and scan, extract and process documents efficiently. Convert and file your documents directly into your system – even handwritten documents can be captured.

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Did you know…

Professionals spend 5 - 15% of their time reading information. But they spend up to 50% of their time looking for it.

  • Automate capture of all ASIC & ATO documents

  • Use intelligent document recognition for optimum accuracy

  • Automatically classify extracted data

  • Automatically file data in practice management systems

  • Automate client response letters based on captured data

  • Sync all Fact Find, ATP, SOA direct to XPLAN with Umlaut’s XPLAN connector

  • Cloud or server based

  • Reduce key personnel dependence

  • Reduce paper handling and data entry with e-form integration

  • Capture documents from internal systems and external devices for complete data management

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Xeppo

CHANGE THE WAY YOU ENGAGE

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

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  • Single, consolidated view of each client’s data

  • Centralise data from a wide range of external systems

  • Easily access core data and contacts

  • Utilise security capabilities to protect data and ensure compliance

  • See flagged opportunities as they arise

  • Target high-potential opportunities with existing clients

WANT TO LEARN MORE ABOUT XEPPO?

Workflow Automation

CREATE WORKFLOW WONDERS

Explore a suite of leading workflow automation software to provide your team valuable workload management tools andreduce labour costs. Automate processes, correspondence, payments, events, lodgements, reports and more.

DATA AUTOMATION POTENTIAL

65% of collection data can be automated

69% of processing data can be automated

You can automatically:

  • Send emails, text messages and documents to be signed

  • Read documents and capture data with OCR technology

  • Schedule events

  • Pay due accounts

  • Delegate tasks

  • Import and export files

  • Track projects