How to use Your Governance [How-Tos]

Lumiant’s Your Governance is a powerful tool designed to empower financial professionals and their clients by streamlining the data collection process and enhancing collaboration. This guide will walk you through the features and benefits of Your Governance, providing step-by-step instructions on how to leverage its capabilities effectively.

Understanding Your Governance:

Your Governance is a centralised platform that allows financial professionals to gather crucial information about clients' personal and financial situations. It offers a structured approach to capturing essential details across various categories, ensuring a comprehensive overview.

Getting Started:

Using Your Governance is straightforward. Follow the headings down the page and input the necessary details in the corresponding sections. Click the '+' button to add new information, ensuring a thorough and organised data collection process.

Pre-Meeting Efficiency:

One key advantage of Your Governance is the ability for clients to complete fact-finding data before meetings. This ensures that meetings are more productive, allowing financial professionals to spend their time wisely.

To learn more about how to use Surveys to collect vital client information, take a look at our guide here:

Learn More with Tutorial Videos:

To deepen your understanding of Your Governance and its functionalities, check out our tutorial video below. The video provides a comprehensive walkthrough and offers valuable insights and tips for maximising the benefits of this innovative tool.

Integration with Net Worth and Yodlee data feeds:

For users on a Professional package, Your Governance seamlessly connects with Net Worth and Yodlee data feeds. Clients can link their financial institutions to their plans, facilitating the real-time aggregation of data. Data feeds can be connected in both the Net Worth and Governance modules, ensuring that integrated information is accessible in both sections.

Learn more here: