Business Information: To enable your access to our platform and related services, we gather and utilize personal information about you, your staff, and your company, such as your name, your staff's names, your company's name, address, email address, and phone number.
Billing Information: We collect and use payment details, such as credit card or bank account information, to bill you for our services.
We collect this information through our interactions with you, client assessments, data input, and when you opt-in to connect your financial data through third-party aggregators. We strive to collect only the information necessary to provide and improve our services, fulfill our legal obligations, and meet your expectations.
We use the collected data to provide our wealth management services, improve user experience, and for marketing purposes. This includes delivering wealth management services, fulfilling requirements for compliance and Know Your Customer (KYC) reasons for opening accounts, and providing personalized financial insights and recommendations. We also use personal data in Large Language Models (LLMs) to enhance our services. While we use personal data to generate these insights, we do not use personal data to train these models.
We use cookies and similar tracking technologies to improve your experience on our website, remember your preferences, and provide customized advertisements.
We take the security of your personal information seriously and implement reasonable technical and organizational measures to protect your personal information from unauthorized access, alteration, disclosure, or destruction.
We retain your personal information for as long as necessary to provide our services, comply with our legal obligations, resolve disputes, and enforce our agreements. The specific retention period will vary depending on the nature of the personal information and the purposes for which it was collected.
Our platform may contain links to third-party websites. Please be aware that we are not responsible for the privacy practices of these external sites. We encourage you to read the privacy policies of each site you visit.
You have the right to access, correct, update, or request the deletion of your personal information. To exercise theserights, please contact us using the contact information provided in the "Contact Us" section below. We may ask you to verify your identity before processing your request.
We may update this Privacy Policy from time to time to reflect changes in our practices or for other operational, legal, or regulatory reasons. When we make changes, we will update the "Last updated" date at the top of this policy and notify you by email or by posting a notice on our website. We encourage you to review this policy regularly to stay informed about our privacy practices.