Umlaut Solutions
HQ Address
1 Sussex Street, Sydney, NSW 2000, Australia
Website Address
Relevant Regions
Business introduction
Helping financial advisors take control of their data
Seamlessly integrate your financial document management process with Xplan for fast, secure and trackable handling
Umlaut specializes in helping financial advisors take control of their data.
With a range of powerful and innovative AI-driven solutions at their fingertips, financial firms can all but eliminate paper pushing and set their businesses up for efficiency, security and growth. With no more time wasted on poor procedures, manual processing, and repetitive tasks, organizations can divert staff time away from outdated admin processes and focus team efforts on core strategies for success instead.
Hyperscience TFN Redaction Demo
Document Management & Storage
18/08/2021
Umlaut Connect
Client Onboarding & Identity Verification, Data Management & Analysis, Document Management & Storage
23/03/2021
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
2016employees
11-50offices
5Type of Clients
- Asset Managers
- Bank Wealth Managers
- Brokers/Broker-Dealers
- Digital Wealth Manager
- Family Offices
- Financial Advisors
Umlaut Solutions Solutions
AdvisorForms
A paper-free future is closer than you think Save 1.5hrs per client by slicing the time spent capturing and entering client information. 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......
business needs
view solutionInsight
At Umlaut Solutions, we provide the tools you need to gain a competitive edge and enhance your firm's performance. Our state-of-the-art business intelligence (BI) dashboards offer real-time, visually engaging insights, ensuring you stay ahead in the financial services industry. Why Choose Umlaut Insight? Achieve a 360° Client View Consolidate your data from multiple......
business needs
view solution
M-Files
In the modern business landscape, efficient and secure document management is crucial. Umlaut Solutions has partnered with M-Files to bring you the leading Enterprise Content Management (ECM) system. Our comprehensive solution ensures seamless data security, workflow automation, and compliance across your firm’s operations. Why Your Firm Needs Umlaut and M-Files Holistic Document......
business needs
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
XPLAN 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......
