Umlaut
HQ Address
50 Miller Street, North Sydney, NSW 2060, 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time wasted on poor procedures, manual processing, and repetitive tasks, organizations can divert staff time away from outdated admin processes and focus team efforts on core strategies for success instead.
Umlaut Connect
Client Onboarding & Identity Verification, Data Management & Analysis, Document Management & Storage
23/03/2021
Hyperscience TFN Redaction Demo
Document Management & Storage
18/08/2021
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
1Type of Clients
- Asset Managers
- Bank Wealth Managers
- Brokers/Broker-Dealers
- Digital Wealth Manager
- Family Offices
- Financial Advisors
Umlaut Solutions
Connect
Connect offers a simple and affordable solution to organize and protect your data whilst gaining compliance and saving you valuable time. Poor document filing wastes hours that busy financial planning firms just don’t have the time for. Time is money, and inefficient processes lead to substantial human resource costs. Connect lightens......
business needs
- Data Management & Analysis
- Digital Platforms & Tools
- Document Management & Storage
- Market & Business Infrastructure
Client type
client geography presence
view solutionAdvisorForms
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 solutionDocuSign
Client signatures at your fingertips Send documents to clients and have them reviewed, signed and returned in just a few clicks. Streamline document approvals, reduce document production costs and enjoy effortless workflow integration as you provide clients with a fast, easy and convenient approval solution that's more secure than paper. Why You......
business needs
view solutionFileBound
Provide quality advice for a fraction of the cost Provide quality financial advice quicker and more cost-effectively as FileBound enables your team to work faster and smarter. Easily build automated workflows that help your team collaborate, manage tasks, track jobs through to completion and access automatic compliance reporting. FileBound’s intuitive interface......
business needs
view solutionHyperScience
Do business better Why waste the time of your highly skilled staff on manual data entry when they could be working on business-critical tasks? It doesn’t have to be that way. Hyperscience gives you faster access to more accurate and complete data, by automatically extracting the all details you need from......
business needs
view solutionInsight
Get the competitive edge Experience the benefit of Insight, with Umalut’s visual business intelligence (BI) dashboards. Visually presenting real-time data from every area of your business, a BI dashboard enables you to make reliable and informed business decisions that blow away your competition. Why Your Business Needs Insight Get the full picture How can......
business needs
view solutionMigrate
Get organised with Migrate Drowning in archive boxes and hard drives of old client records? We’ll save you! Our Migrate 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......
business needs
view solutionXeppo
Transform the way you share, access, view and analyse data Purpose built for financial services, Xeppo is a financial advisory technology tool that’s been cleverly designed to capture, organise and secure your firm’s client data in one central portal. It saves you time and gives you an unparalleled view of your......
business needs
- Business Intelligence & Practice Management
- Client Engagement & Management
- Data Management & Analysis
