Julie Tasker
Specialising in Xplan Customisation at Specialist Pmc An Umlaut Solutions Company
Based in Upper Kedron, Australia
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Seniority
Staff
Department
General Business & Management
Location
Upper Kedron
Industry
Financial Services
Company size
11 to 50
Contact information
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j•••••••@umlautsolutions.com
Phone
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Background
About Julie Tasker
Umlaut Solutions- Digital assistance for those areas you don't have time to focus on. Specialist PMC and Umlaut Solutions have combined to deliver a new level of services to the financial industry. For more information on our acquisition please go to Our services not only provide our continued Xplan customisation and access to our Xplan specialist team, we now deliver a range of Umlaut Solutions technology services. Plus consulting for AdviserLogic users! Umlaut Insights Reporting Connect- Data Management, SharePoint, DocuSign and other technology integrations Adviser Forms Umlaut Protect Data Discovery and Digital Management Along with our existing Xplan bespoke services: Practice management and transitioning of new books of business. Thread development. Coding of document templates. Wizard development. Establishing data feeds and client management. Assisting with transition to the Xplan IRESS platform Monitoring of data integrity. Training of staff. Offering a holistic Xplan and technology solution for your boutique business, AFSL and self licensees. We like to offer an overall technology solution for your business. So please feel free to contact us anytime to discuss: julie@specialistpmc.com.au hello@specialistpmc.com.au or go to our websites for further information.
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