Privacy Policy

Personal Information You Provide

• Contact details including name, email address, phone number, and mailing address
• Account registration information including username, password, and security questions
• Financial information relevant to portfolio optimization including investment goals, risk tolerance, and financial objectives
• Communication preferences and correspondence you send to us
• Survey responses and feedback about our services
• Payment information for subscription services (processed securely through third-party payment processors)

Automatically Collected Information

• Device information including IP address, browser type, operating system, and mobile device identifiers
• Usage data such as pages visited, time spent on our platform, and interaction patterns
• Location information derived from IP addresses for security and service optimization
• Cookies and similar tracking technologies to enhance user experience and platform functionality
• Performance data to help us improve our services and troubleshoot issues

Service Provision and Enhancement

Your information enables us to deliver personalized portfolio recommendations, maintain your account security, and provide customer support. We analyze usage patterns to identify areas for service improvement and develop new features that benefit our user community.

• Personalizing portfolio optimization recommendations based on your investment profile
• Processing your transactions and managing your account settings
• Providing customer support and responding to your inquiries
• Sending important account notifications and service updates
• Improving our algorithms and service quality through usage analysis

Communication and Marketing

With your consent, we may send you educational content about investment strategies, platform updates, and relevant financial insights. You can opt out of marketing communications at any time while continuing to receive essential service-related messages.

Legal and Security Purposes

We may use your information to comply with legal obligations, prevent fraud, ensure platform security, and protect the rights and safety of our users and our business. This includes monitoring for suspicious activities and maintaining audit trails as required by financial regulations.

Service Providers and Partners

• Cloud hosting providers for secure data storage and platform operation
• Payment processors for handling subscription and transaction processing
• Analytics services to help us understand platform usage and improve services
• Customer support tools to provide efficient assistance
• Security services for fraud prevention and platform protection

Legal Requirements

We may disclose your information when required by law, such as responding to valid legal requests, court orders, or regulatory requirements. We may also share information to protect our rights, prevent fraud, or ensure user safety. In such cases, we limit disclosure to the minimum necessary information.

Technical Safeguards

• End-to-end encryption for data transmission and storage
• Multi-factor authentication for account access
• Regular security audits and vulnerability assessments
• Secure data centers with physical and network security controls
• Employee access controls and privacy training programs
• Automated monitoring for suspicious activities and security threats

Organizational Measures

Beyond technical controls, we maintain strict organizational policies governing data access and handling. Our employees receive regular privacy training and are bound by confidentiality agreements. We conduct background checks for employees with access to sensitive data and implement role-based access controls.

Access and Control Rights

• Access and review the personal information we hold about you
• Update or correct inaccurate information in your account
• Delete your account and associated personal data
• Export your data in a portable format
• Restrict or object to certain uses of your information
• Opt out of marketing communications while maintaining service communications

How to Exercise Your Rights

To exercise any of these rights, contact us using the information provided in the Contact section below. We'll respond to your request within 30 days and may require identity verification to protect your privacy. Some requests may take additional time for complex data processing or legal review.

Cookie and Tracking Preferences

You can control cookie settings through your browser preferences. While you can disable cookies, some platform features may not function properly without them. We provide cookie preference controls in your account settings to give you granular control over tracking technologies.

Account Deletion Process

When you delete your account, we begin immediate removal of your personal information from active systems. Some information may remain in backups for up to 90 days before complete deletion. Certain records may be retained longer where required by law or for legitimate business purposes such as fraud prevention.

Transfer Safeguards

• Standard contractual clauses with international service providers
• Adequacy decisions recognizing equivalent protection levels
• Certification schemes ensuring appropriate data protection standards
• Regular monitoring of international data handling practices

Notification Process

For material changes that affect your rights or how we use your information, we'll provide at least 30 days advance notice. You'll have the opportunity to review changes and decide whether to continue using our services. Continued use after the effective date constitutes acceptance of the updated policy.