Get started with Protect by ChangeGPS

Create a detailed personal Asset Protection and Wealth Transfer Plan advice report. Here are the steps to take:

Once subscribed, the typical advice report workflow will be as follows:

1. Personalise your settings

• Navigate to the Settings link in the navigation
• Customise or create a new personalised cover letter for different client segments
• Connect XPM to access and import client groups
• Edit and customise service items and default fees for each individual strategy you might recommend. This will be added to the advice report to provide clients with a fee estimate to implement the recommendations.

2. Create or complete a client group

• If XPM connected, download the entities and relationships of a XPM client group
• Add new individuals and entities to client group as required
• Complete the individual and entity profiles by adding all assets and liabilities to be included in the advice report

3. Prepare a new Protect client advice report using the report builder steps:

• For this new Client Group select to start a new advice report
• Review and amend, or add your client's specific objectives
• Select the pre-defined recommended Asset Protection or Estate Planning strategies for each entity or individual
• Where required, you will be prompted to nominate the Leading Member, Beneficiaries, Succession or Parties involved for a selected strategy
• Edit or confirm the service items and associated fees for the implementation of each or the strategies recommended

Present advice report to client

• Use the Client View to review and discuss details with client using the presentation mode
• Adjust the recommendations if required until finalised

Finalise recommendations and send advice report to client

• Download the final Word Doc report to send to client which includes an Authority to Proceed for client to sign
• Arrange follow up meeting to answer any questions