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.
As an advisor or client, we recognize the importance of quick access to governance details. To facilitate this, we have revamped the Governance titles, now encompassing the following categories:
Investment/Financial Account:
Investment Property:
Company:
Trust:
External Entity:
Real Estate:
Vehicle:
Other Asset:
Insurance:
Insurance type
Life Insurance
Disability
Long-term care
Umbrella
Health
Other
Insurance sub-type
Defined within dropdowns when you add each of the insurance types.
i.e. Life Insurance → Whole Term
Owner
Cash value
Insurer name
Premium amount
Premium frequency
Loan:
Credit Card:
Salary:
Pension/Annuity:
Other Income:
For seamless integration, the Net Worth module mirrors the same name/description used in the Governance tiles for assets and liabilities.
Refer to the visual guide below for a detailed view of these updates.
Explore more about the Your Governance module through our comprehensive guides: