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embrace technology

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

Embed anything

Create the world’s most dynamic plans with code, video, images, equations, audio tracks, and more.

Drag & drop editing

Get your ideas on the page, then rearrange to structure your thoughts, outlines, and plans.

Powerful search

Jump to what you need immediately with fast and hyper-relevant results. Add filters for even more precision.

Logical layers

No more messy or confusing folders. Everything is organized in the sidebar so you don’t have to ask.

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Become a Human Wealth™ Practitioner

Schedule a call for more info, questions, or to get signed up for the October 2022 training.

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