Getting Started

As a Core Pro subscriber, you can use the Structure Advice Workbook for a detailed discussion about the client’s intentions, objectives, and concerns.

This article outlines the five principles of risk and asset protection and gathers necessary information to feed into the report builder. It also helps set up the process for appropriately charging the client for the meeting and report. With this preparation, you are ready to provide your clients with business structure advice using the ChangeGPS Structure App.

Create or load a new advice

Navigate to CORE - Reports, Structure Advice to open the module. From the landing page, you can:
- Start a new file.
- Load prefilled questionnaires for different structures by clicking the various hyperlinks on the left-hand side of the screen.
- Load a previously saved file by clicking Load (top right) or by clicking the View all Structure Advice hyperlink. You can also select from a small display of recently created structure advice reports. To edit from that list, click the eye symbol on the right of the file line.
Answer questions: Whether starting a new file or loading a pre-filled questionnaire, ensure you check and answer each question as accurately as possible. Based on the responses, a recommendation with detailed features and considerations will be provided.
Click Next to move to the Structure tab.

Structure tab

The Structure tab provides a generic overview of the previously selected structure. Here, you can input specific information related to the selected structure. Required fields are marked with a red asterisk.

To add groups/entities, click the (+) icon on the left-hand side of the screen.
To remove a selected group/entity/individual, click the (-) icon on the right-hand side of the screen next to the applicable line of information.

Note that you cannot adjust the generic overview image on this tab. Click Next to move to the Client Details tab.

Client Details tab

On the Client Details tab you can:

Add client-specific details:
- Use the Client Search box to select the main client from the dropdown.
- Alternatively, go to Contact Search > Choose a Client to search from XPM.
- Enter the client’s contact details manually by populating the fields: Name, Email, Addressee, Salutation, Physical Address, and/or Postal Address.
- All entries will preview in the panel on the right of the screen.
Click Next to move to the Content tab.

Content tab

On this screen, you can adjust the following:

Subject and Sub-header: Prepopulated but can be adjusted as needed.

Send As: Choose from a list of users in the platform. Selecting a name will also associate a signature on the cover letter.

Cover Letter Content: Adjust fonts, spacing, text, etc.

Client Specific Objectives or Concerns: Click into the white cells to adjust. Increase the number of documented objectives or concerns by clicking the (+) icon. Remove specific objectives or concerns by selecting the (-) icon. Click Reset Content to revert to the default state.

Click Next to move to the Fees tab.

Fees tab

Add or customize the services or jobs involved and the corresponding fees:

To add a service or job, click the (+) icon beneath the list of services.

To remove a service or job, click the (-) icon at the end of each service line next to the associated fee.

Adjust amounts or wording by clicking into the white cell.

Click Next to move to the Preview tab.

Preview tab

The report is generated showing your letterhead, watermark logo, and signature block.

Review the document by clicking the arrows on either side to move through the pages.

Adjust the layout or input additional documentation by clicking the Add Pages button. A drawer will appear, allowing you to adjust the layout, remove pages, or upload additional documentation. Click Save after making changes. Click Reset to return to the default state.

Export the document as a Word (.DOCX) or PDF file.

Click Done to save the file and return to the Structure Advice dashboard.