A Milestone in Our Commitment to Security
At leafplanner, we understand that the trust of our clients is paramount. As a company dedicated to empowering families of wealth through the secure collection, organization, and mapping of critical family and enterprise information, maintaining the highest standards of data security is a non-negotiable priority. Today, we are proud to announce that leafplanner has achieved two significant milestones in our commitment to protecting our clients' information: we are now SOC 2 Type II and ISO 27001:2022 certified.
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A New Chapter in Security and Compliance
The SOC 2 Type II and ISO 27001:2022 certifications are not just badges of honor; they are proof of our ongoing dedication to security and confidentiality for our clients. These certifications are globally recognized benchmarks for information security, and attaining them demonstrates our rigorous adherence to best practices in data protection, risk management, and process integrity.
Contact us today to learn more about leafplanner and how our platform can support your family or clients.
What These Certifications Mean
SOC 2 Type II Certification is a rigorous audit process conducted by independent third-party auditors. This certification focuses on the operational effectiveness of a company's security controls over an extended period. Achieving SOC 2 Type II compliance means that leafplanner has successfully implemented and maintained controls related to security, availability, and confidentiality. It assures our clients that their data is consistently protected against unauthorized access and breaches. Learn more.
ISO 27001:2022 Certification is the latest version of the international standard for managing information security. This certification requires organizations to establish, implement, maintain, and continually improve an information security management system (ISMS). The ISO 27001:2022 standard emphasizes a risk-based approach, ensuring that our processes are not only secure but also adaptable to emerging threats and vulnerabilities. By achieving this certification, leafplanner has proven its commitment to maintaining robust security controls and ensuring that our clients’ data is handled with the utmost care and professionalism. Learn More.
Why It Matters to Our Clients
For families and firms relying on leafplanner, these certifications provide peace of mind. They reinforce our commitment to delivering a platform where sensitive information is safeguarded against the ever-evolving landscape of cybersecurity threats. Our clients can trust that their data is managed within a framework that meets the highest international standards for security and compliance.
Our Ongoing Commitment
Achieving SOC 2 Type II and ISO 27001:2022 certifications is a significant accomplishment, but it is not the endpoint of our journey. We view these certifications as part of our ongoing commitment to continuous improvement. We will persist in our efforts to stay ahead of the curve, ensuring that our platform remains a trusted and secure tool for the families and firms we serve.
We are thrilled to share this significant achievement with our community. As leafplanner continues to innovate and expand, we remain steadfast in our mission to provide a secure, efficient, and comprehensive platform to foster family connections, legacies, and shared understanding. These certifications are a testament to our team's hard work and dedication, and we look forward to continuing to earn the trust of our clients as we move forward.
