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Overview

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Overview

We are excited to announce enhancements to your Governance, providing richer details to both clients and advisors through the Governance workbench. These improvements aim to streamline the user experience by offering comprehensive financial information without the need for multiple clicks.

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Refer to the visual guide below for a detailed view of these updates.

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Further Reading

Explore more about the Your Governance module through our comprehensive guides:

• • How to Export Governance Data From Lumiant [How-Tos]
  • Professional Package Guide: Connecting Your Governance with Yodlee [Product Guides]
  • How to use Your Governance [How-Tos]