The Advice & Technology People

We are a consulting firm with a focus on business effectiveness, advice solutions, advice technologies (such as XPLAN, COIN), websites and custom solutions. What we deliver is in our name, ‘Your Technology Made Lite’
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What we do

Whatever your technology need is, we can do

Our Services

  • XPLAN Consulting

    Our consultants will expand your XPLAN IQ, and open opportunities to maximise the value of your XPLAN throughout your business.

  • COIN Consulting

    We deliver market leading solutions in SoA generation, configuration designs. 3rd party integrations, and bespoke custom add-ons.

  • Web Development

    We design and build engaging websites which work on all devices, or provide you with the DIY tools and skills to manage your own.

  • Custom Solutions

    Go beyond the capabilities of your software with our custom solutions that will seamlessly integrate with your advice tools and processes.

Our Products

  • Canvas

    Create and publish tailored websites efficiently, and centrally manage and broadcast information across all your hosted websites.

  • Compass

    Deliver powerful and effective reports, while being able to view and analyse information on the go.

  • Highlighter

    Convert your Excel advice tools into powerful and ready-to-use web applications with Highlighter.

  • Staple

    Staple is a powerful template management solution that assists the end-to-end change management for achieving document quality control.

What's new

Check our latest product - Highlighter

What the clients say

A word from our valued clients

  • “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 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

  • “They are very flexible and helpful. Their team listened to my feedback patiently and happily accommodated the changes requested to our practice web site.”

    Sanjeev Sharma | Principal Adviser & Director, EZ Plan Financial Services Pty Ltd

  • “I’m recommending YTML as a web designer. YTML is the only organisation that I came across that could truly prove to me that they had 3 key areas that I was looking for. Firstly YTML have a wealth of experience and a understanding of the financial planning industry, secondly, they know how to build great websites and thirdly, and for me the most important, YTML listen to their clients, they want to know what is important to you, and will build a great website that will get new customers picking up the phone and calling you..... ”

    Allan Lalic | c t u Pty Ltd

  • “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

  • “Wesley Mission At just the right time, YTML generously assisted our congregation in developing a website that would be tailored to our needs. They were efficient, fast, professional and just very helpful. The unique nature of our community meant it required an alternative approach which YTML were more than flexible enough to adapt to. Highly recommended! Thankyou YTML!”

    Andrew Chin | Wesley International Congregation