A plain-language summary for a product in development. The definitive policy will accompany your firm's agreement.
{{ brand }} provides reconciliation and client reporting software to registered investment advisers. {{ brand }} is a software provider, not an investment adviser, and never handles client assets.
Only what you submit when you request a walkthrough: name, work email, firm name, custodian, and current system. We use minimal, privacy-respecting analytics and no advertising trackers.
To respond to you, schedule walkthroughs, and provide and support the product. We do not sell personal information, and we do not use it for advertising.
The product processes your firm's custodial and portfolio data inside your firm's deployment, on your firm's instructions, under your agreement. We access it only with your permission and only to support you. It stays inside your walls.
Site inquiries are kept only as long as needed to work with you. Product records follow your firm's books-and-records retention configuration.
Encryption in transit and at rest, least-privilege access, and an immutable audit log. See our Security page for the full picture.
To access, correct, or delete anything you submitted here, write to {{ email }}. A founder answers.