Umlaut Solutions
HQ Address
1 Sussex Street, Barangaroo, NSW 2000, Australia
Website Address
Relevant Regions
Business introduction
Transforming Challenges into Success
Beyond Traditional Consulting Working Together to Design and Implement Strategies for a Dynamic Future
Trusted specialists, committed to your success
Umlaut Solutions has been supporting financial advice businesses since 2013, helping them get the most out of Xplan and related technology. With offices in Australia, New Zealand, the UK, and the US, our team combines deep technical expertise with hands-on consulting experience to deliver practical, scalable solutions. From site audits and customisation to workflows, reporting, and revenue management, we partner with advice firms and licensees to improve efficiency, compliance, and client outcomes.
Business Overview
With decades of collective experience, the team at Umlaut understands data disorder - and how to fix it. Their advice is based on real-world outcomes, costs, and time frames, and their suite of technology tools are adaptable to suit the needs of all firms, whether large or small.
With their streamlined discovery system, a strategic approach to system integration, and a collection of trusted software solutions, Umlaut helps financial firms fully digitize their records, ensure compliance, increase productivity, and save time.
Umlaut delivers reliable, efficient and secure document handling processes, regardless of the type of documents, where they’re from, who needs to process them, or where the data needs to end up. With automatic syncing to Xplan as standard, advisors will always have the correct client data at hand and the sophisticated data analysis tools they need to provide the best advice and service.
Customers
Partners
Key Data
Year founded
2013employees
11-50offices
5Type of Clients
- Asset Managers
- Bank Wealth Managers
- Brokers/Broker-Dealers
- Digital Wealth Manager
- Family Offices
- Financial Advisors
Umlaut Solutions Solutions
PII Tools
In today's rapidly evolving digital landscape, safeguarding client data is more critical than ever. Umlaut Solutions has partnered with PII Tools to offer your firm the most advanced client data protection solutions available. Our comprehensive suite ensures you meet all global data privacy regulations while automating governance, risk management, and......
business needs
view solutionXPLAN Consulting
Are you struggling to maximize your investment in Xplan? Umlaut Solutions is here to save the day. With over 10 years of experience, our team of Xplan experts will ensure you achieve significant ROI gains and unparalleled efficiency with your financial planning and wealth management software. Why Umlaut Solutions? Expertise You Can......
