Xplan Training & Consulting

Get more from Xplan with our specialist customisation and integration services


Umlaut + Specialist PMC

Umlaut leads the way in integrating Xplan with a range of automation solutions to unleash the full power of your financial planning and wealth management software. With the acquisition of Xplan consulting firm, Specialist PMC, Umlaut now offers a complete Xplan solution, including customisation, integration, training and ongoing support.

As leaders in digital transformation and automation, Umlaut drives growth and efficiencies by helping businesses take control of data. By integrating Xplan in digital transformation projects, Umlaut gives you access to best-in-breed automation, workflow and document management software for improved visibility and control.

Specialist Xplan Services

Umlaut provides the following dedicated Xplan services to help your business get more from your financial planning and wealth management system.


Tailored Xplan solutions to meet your needs, including coding and wizard development, workflows and CRM configuration.

Xplan Support

Administrative services to support your team, including data entry, data feed administration and CommPay support.


Streamlined solutions to unlock the full power of Xplan, including automation, document management and workflow functionality.


Consulting and training to help you get the most from Xplan, including process efficiency tips, best practice tools and compliance.

Xplan Site Administration

Site administration and operational support including site configuration, user management and help desk support.

Xplan Analysis Service

full audit of your Xplan solution from all the system settings, user modules, advice documents, coded templates to provide a comprehensive report with recommendations.

Benefits of dedicated Xplan support

Guiding you every step of the way, Umlaut’s complete end-to-end Xplan services gives financial advisor, investment and broking firms the exact level of support they need.

One provider. Multiple possibilities.

Forget working with multiple providers to get the most from Xplan - Umlaut can do it all for you. From developing your customised Xplan solution to providing ongoing advice and support, Umlaut guides you the entire way. Offering coding, data feed, full training and site administration support, benefit from having one point of contact for all your Xplan needs.

Bespoke solutions to grow your business

With many years of experience working with IRESS, financial advisors and licensees, Umlaut has the skills and knowledge to develop the right Xplan solution for you. Specialists in creating customised solutions for financial firms of all sizes, Umlaut’s Xplan consultants work with you to identify which Xplan capabilities will yield the best outcome for your firm.

A new level of customer service

Umlaut combines extensive Xplan expertise with a holistic approach to the needs of your firm to provide a new level of customer service. Taking a big picture view of your business, we work with you to get a better understanding of what you need from Xplan, helping us deliver the right level of support before, during and after the rollout of your new solution.

Maximise the full potential of Xplan with customisable software suites from Umlaut

We understand your business. With more than 30 years of experience, we specialise in solutions that make you more productive, save you money, and increase your revenue. You can take all of our software in one easily integrated package, or mix and match the solutions that best suit your needs.

Digitise your records

Our high-speed scanners can digitise up to 100 documents per minute and organise all of your old records into one simple, centralised data management system. No more lost or damaged documents, and records are encrypted for maximum data security.

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Sync documents with Xplan

Find, transfer, and save information easily, all in one seamless and comprehensive system. Connect maximises the effectiveness of Xplan by providing financial document management and processing for firms of all sizes in bulk.

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Business dashboards

Visual analysis of data from every area of your business, Insights business intelligence dashboards enable reliable and informed business decisions so you can grow with confidence.

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Data collection with eForms

Effortlessly record and sync your client data with your System of Record. AdvisorForms eliminate manual data entry, human error, and the endless paper chases that distract your staff from more business-critical tasks.

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Streamline document approvals, reduce document production costs and enjoy effortless workflow integration as your clients sign important documents with a couple of clicks thanks to DocuSign eSignature.

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Digital strategy workshops

Review your business to assess its data readiness where we’ll discover your unique challenges and needs before mapping out your custom data management solution.

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Partner with Umlaut & Specialist PMC to get more from Xplan

Experts in data management, Umlaut is ready to help your firm get the most from Xplan. Book a demo to see how you can take full advantage of all the benefits of Xplan for your financial advising, investment or broking firm.

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