Wednesday, June 15, 2016
Check out this amazing new release by ChangeGPS: Beautiful Tax Planning Reports, auto calculations for family groups, auto trust distribution resolutions - all generated automatically in just minutes.
How much time will this give you back to spend in front of your clients rather than preparing a document?
Posted by Timothy Munro - ChangeGPS
on Wednesday, June 15, 2016
The Dividend Statements app is a real time saver, we can now produce dividend statements
+ minutes, saving 80% of the time it previously took.
We had been courting the idea of using ChangeGPS for over a year and quite frankly I don’t know why we waited so long.
The ChangeGPS toolkit has renewed our firms energy and client focus...
"Tax planning module and ChangeGPS - how good is it!"
"the positive feedback from our client means we’ve done our job well"
"It has become the backbone..."
I wouldn’t have had the confidence to deliver value add services to clients without the tools and processes in ChangeGPS
"We did 2 client seminars earlier this year and featured the ChangeGPS Freedom Gap report. We've found this to be a really cool marketing tool but its what you do with it as the adviser that will make a massive difference..."
“I’m stoked. I’ve only been a member for 4 weeks, and just earnt back my annual ChangeGPS investment (plus some) with just one advice pro report.”
“We have only done a handful of tax planning reports to date but now that the wizard is working look out! - as the real test is in front of us for the rest of the financial year.”
We LOVE using the ChangeGPS Intranet! In just 2 weeks it brought our multiple offices and teams together.
“GPS paid for itself in a week – we got $7,500 in work from just one business structure report plus the advice fee.”
ChangeGPS has been a Godsend for me. I would have been lost without it!!
Our turnover would be half of what it is if we didnt have tools like ChangeGPS in place in order to create our own efficiencies and to cope with our workload.
