HALO Privacy & Security [Legal and Compliance]

Purpose

This document outlines Lumiant's privacy and security policies for the HALO Planner. This information applies to both the hosted and embedded HALO Planner.

Privacy + Security

At Lumiant, we take your and your client’s privacy and security seriously. We follow several protocols to ensure that data is kept private and that personal information is only shared with the client's approval.

• Lumiant does not sell or share any data with outside third parties.
• The HALO Analysis Report is sent directly to the advisor and is private between the advisor and client.
• Our database uses secure encryption and is fully anonymized. The information is stored according to industry best practices to protect your client’s data.
• The only personal identifying information (PII) we request is a name and email address so the advisor knows whose report they receive. That data is stored in a separate database from the assessment database for further protection. Your clients, however, can choose to use a nickname, initials, or whatever they feel comfortable sharing – as long as they let the advisor know who’s submitting the assessment.   

If at any time you or a client has questions or concerns, they can reach out to us for additional information at [e-mail]