YTML - Financial Planner Software and Solutions

Software and Solutions for your Financial Planning Business

Advisers

Create powerful websites
Get more out of your financial planning software
Convert your excel data into web applications
Customise SoA templates

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Licencees

Centrally Managed Compliant Websites for Advisers
Create Information Portals for your Networks
Centrally Manage and Broadcast information across targeted audiences
Compliance solutions to automate document changes

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Integration partners

Join the community of Fintechs that work together to drive innovative solutions
Integrate with our Financial Planning App Store

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Our Solutions

XPLAN Solution

Expanding your XPLAN IQ and maximising the value of your XPLAN throughout your business.

COIN Solution

Solutions in SoA generation, configuration designs, 3rd party integrations, and bespoke custom add-ons.

Website Design

Engaging websites which are responsive to all devices, with full or self management options.

Professional Paraplanning

A flexible and efficient service to supplement or replace your in-house paraplanning resource.

Custom IT Solutions

Go beyond the capabilities of your software with our custom solutions.

Our Products

Binder

Binder enterprise solution is used by some of the largest businesses to run batch reports to clients.

Highlighter

Convert your Excel advice tools into powerful web applications with Highlighter.

Seido

A financial services App Store that enables you to deliver advice more effectively.

Canvas

Create tailored websites efficiently, and manage information across all your websites.

Staple

Centrally managing advice templates and embedded compliance oversight

Our Testimonials

The team behind YTML have enabled us to achieve a core operational objective. They have designed an advice solution to our requirements and assisted us to implemented a high quality, efficient process to deliver advice to our clients.

Lee Wapling - CEO, FMD

YTML’s flexibility allowed us to scale our resourcing according to the ever changing demands of FOFA. Their response was quick and delivery was always as promised. The people of YTML were a knowledgeable and trustworthy partner who helped us shape an optimal solution that allowed us to deliver to our legislation deadlines.

Warren Dunne - Head of Operations, Advice - BT Financial Group

YTML has provide us with a time efficient and affordable method to build a website that is interactive, professional in appearance, as well as being easy to administer. YTML’s response times are exceptional and they are willing to help whenever required.

Todd Jeffrey - Principal, Generational Financial

YTML has exceeded our high expectations. Not only have YTML worked closely with us to engineer a solution to our complex review template issues, YTML has also guided us in terms of our software’s abilities and limitations. Without YTML’s experience and patience throughout the process we would never had discovered the capabilities and limitations of the software.

Michael Scaffidi - Director, Peritus Private Wealth Pty Ltd

Business Growth Solutions for the Financial Services Industry

Software and Solutions for your Financial Planning Business

Advisers

Licencees

Integration partners

Our Solutions

XPLAN Solution

COIN Solution

Website Design

Professional Paraplanning

Custom IT Solutions

Some of the Clients We Work with

Our Products

Our Testimonials

Lee Wapling - CEO, FMD

Warren Dunne - Head of Operations, Advice - BT Financial Group

Todd Jeffrey - Principal, Generational Financial

Michael Scaffidi - Director, Peritus Private Wealth Pty Ltd

About YTML

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Services Provided