Privacy Policy

1. What Data We Collect

When you use Assetsfere, we collect the following information:

• Account information — your name and email address, provided during registration or by your advisor
• Investment preferences — risk tolerance, investment goals, and financial objectives you set within the platform
• Portfolio data — asset holdings, valuations, and performance data managed by your advisor
• Usage data — pages visited, features used, and device information (browser, screen size) for improving the platform

2. How We Store Your Data

Your data is stored securely using Supabase (PostgreSQL). All data is encrypted in transit using TLS and encrypted at rest. We use industry-standard security practices to protect your information.

3. How We Use Your Data

We use your data to:

• Provide and operate the wealth management platform
• Display your portfolio, goals, and financial insights
• Generate AI-powered insights for your advisor to better serve you
• Send transactional emails (invitations, password resets, notifications)
• Improve the platform based on aggregate usage patterns

4. Data Sharing

We do not sell your personal data to third parties. Your data is only shared with your assigned advisor and firm within the platform, and with essential service providers (hosting, email delivery) required to operate the service.

5. Cookies & Analytics

We use essential cookies for authentication and session management. We may use privacy-respecting analytics to understand how the platform is used. We do not use third-party advertising trackers.

6. Data Retention

We retain your data for as long as your account is active or as needed to provide the service. If you or your advisor requests account deletion, we will remove your personal data within 30 days, except where retention is required by law.

7. Your Rights

You have the right to request access to, correction of, or deletion of your personal data. To exercise these rights, contact us at the email below.

8. Beta Disclaimer

Assetsfere is currently in beta. While we take data security seriously, the platform is under active development. Features and data handling practices may evolve as we improve the service.

9. Contact

If you have questions about this privacy policy or your data, contact us at support@assetsfere.com.