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ChangeGPS Knowledge Base and Support Articles
Protect
Protect
Be your client's wealth protector with automated asset protection and estate planning advice reports
What training and support are available to PROTECT subscribers?
Add & Manage Client Details
Add a new Client Group
Use XPM integration to import client details
Create an Advice Report
How to load and edit a saved Protect Client Advice Report
Get started with Protect by ChangeGPS
Custom Settings
Customise the default cover letter template
Customise the default service items and fees
FAQs
What needs to be included in Financial Statements and Tax Returns for a Family Protection Trust?
When is the Leading Member selection required?
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