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Ensuring Data Privacy and Security for Ultra-High-Net-Worth Families

Closeup image of white businessman drawing an ascending graph to signify growing wealth and ensuring data privacy and security for ultra-high-net-worth families

That was the question facing our customer leafplanner, a SaaS provider whose family wealth platform empowers its high-net-worth customers to prepare for the future. Given the highly sensitive nature of the information that the company aggregates, data privacy and security are of the utmost importance.