Legal
Privacy Policy
Effective January 1, 2026. This describes what we collect, why, and the choices you have about it.
What we collect
Account information you provide directly, such as your name, work email and firm name, when you create an account or request a demo.
Usage data collected automatically as you use the platform, including pages visited, features used and general device information, so we can keep the product working and improve it.
Fund and transaction data you or your firm load into the platform to use its core functionality. This data is yours. We process it to provide the service. Not for our own separate purposes.
How we use it
To provide, maintain and improve the platform, including troubleshooting issues and responding to support requests.
To communicate with you about your account and product updates. Marketing communications go out only if you've opted in, and you can unsubscribe at any time.
To meet legal and security obligations, including detecting and preventing fraud or misuse of the platform.
Data retention and security
Fund and transaction data is retained for as long as your account is active, plus a reasonable period afterward for backups and legal requirements, unless you request earlier deletion where applicable law allows it.
We use industry-standard technical and organizational measures to protect data in transit and at rest. Details on our security program are available on the Security & Trust page.
Your choices
You can access, correct or request deletion of your account information by contacting us. Fund and transaction data can be exported or deleted according to the terms of your service agreement.
You can opt out of marketing communications at any time using the unsubscribe link included in every marketing email.
Contact
Questions about this policy can be directed to our team through the Talk to Sales page, or in writing to the firm's registered business address.