Every facet of Human Wealth™ has been thoughtfully engineered to be effective without being invasive; engaging, without being overstimulating; simple, without being superficial.
From practitioner to client, we are returning everyone’s most precious resource: time.
Time to deepen our relationships. Time to be present. Time to be human.
human wealth™ os
Our proprietary science-based wellbeing questionnaire gathers a subjective understanding of your clients with ease.
The wellbeing composition is a map of your client’s inner landscape–an opportunity to discover where they thrive, where they need support, and how you can help.
Attribute flows are evolving docs that capture your client’s values, systems, and resources relating to a specific wellbeing attribute.
Data security
Your data is your business. We are committed to data protection practices that keep your data safe.
Human Wealth™ OS is powered by Notion to ensure the highest levels of security and protection for your data.
Data encryption
Human Wealth™ OS encrypts your data aligning with industry-tested and accepted standards. We use TLS 1.2 to encrypt network traffic between users’ browsers and the Human Wealth™ OS platform. We also use AES-256 bit encryption to secure your database connection credentials and data stored at rest.
Secure, reliable infrastructure
Human Wealth™ OS uses Amazon Web Services (AWS) data centers for hosting. AWS data centers are monitored by 24×7 security, biometric scanning, video surveillance, and more.
SOC 2 compliance
Notion has a SOC 2 Type 2 report by our third-party auditor certifying that our security policies and controls continuously meet the highest industry standards.
General Data Protection Regulation (GDPR)
We are committed to GDPR compliance and offer several data portability and management tools. Explore more here, including information about our practices, sub-processors, and our Data Processing Agreement.
”When I took a client and friend of 20 years through their Wellbeing Composition I discovered insights about their life I never knew before. Those insights gave breath to their financial plan and clarity on how to navigate forward.
Scott ColesSenior Wealth Advisor, WMBC
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