Solution introduction
Simple, secure, and integrated financial document management
Integrate your financial advisory business and client files with Xplan through a custom document management system
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 the load by efficiently, securely, and accurately integrating documents with Xplan, leaving advisors to focus on delivering better financial advice to more customers.
Umlaut Connect
Client Onboarding & Identity Verification, Data Management & Analysis, Document Management & Storage
23/03/2021
Features
Drag and drop multiple files
Simply create client folders in Connect, then drag and drop.
Cloud or server-based
Choose how you share internal data with your team.
Mapping data technology
Identify documents by file type, project, time frame, or any other key detail.
Automatically Sync to XPlan
Purpose-built processes securely integrate your files with Xplan.
Intuitive Operation
Create convenient and familiar workflows for your teams.
Benefits
Fast
Financial document management and processing in bulk for reduced administration and maximum efficiency
Easy
Designed for intuitive use and operation, Connect is easy to use and requires minimal training and support.
Compliant
Data protection essentials include encryption and backup protocols to safeguard against loss, exposure, sabotage, and destruction.
Key Data
Type of Clients
- Asset Managers
- Financial Advisors
Client Regional Presence
- Oceania
Connect
Please click the button below to connect with Umlaut Solutions
