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Overview
At Lumiant, we have introduced a powerful new feature that allows you to extract client data from Governance into a CSV file effortlessly. This feature empowers Practices and Advisors by providing the flexibility to export a client's governing details into a convenient file format.
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For more in-depth guidance on Governance and its features, please refer to the following resources:
- Learn More About Your Governance: Access our comprehensive guide that delves deeper into the capabilities and functionalities of Governance.
Discover additional actions and features in Lumiant, such as segmenting your clients and managing household access, to provide a holistic client management experience.