Privacy Policy

This Privacy Policy ("Policy") describes how Fiduciary Genius ("Company," "we," "us," or "our") collects, uses, and protects the personal information of users ("Users" or "you") when using the Fiduciary Genius SaaS platform ("Platform").

Information We Collect

1.1 Personal Information: We may collect personal information, including but not limited to names, phone numbers, email addresses, and financial account information, from Users. This information is voluntarily provided by Users during the registration or subscription process.

Use of Personal Information

2.1 We use the personal information provided by Users to:

  • Provide access to and enable the use of the Platform;
  • Analyze and assess current portfolio risk, fees, budget, and retirement plans;
  • Optimize retirement plans through asset reallocation and income and tax planning;
  • Generate detailed PDF reports for retirement plans and related analysis;
  • Handle support, feedback, complaints, and disputes.

Data Security

3.1 We take appropriate security measures to protect personal information from unauthorized access, alteration, disclosure, or destruction. These measures include encryption, access controls, regular updates and patches, data backup and disaster recovery, and monitoring and logging.

Cookies and Similar Technologies

4.1 We use cookies to store sessions and authenticate Users on the Platform. We may also use cookies from third-party services, such as Google Analytics, for analytics and marketing purposes. By using the Platform, you consent to the use of cookies in accordance with our Cookie Policy.

Third-Party Services

5.1 We do not share personal information with third parties, except as necessary to provide the services on the Platform or as required by law.

Data Retention

6.1 We retain personal information for as long as necessary to fulfill the purposes outlined in this Policy, unless a longer retention period is required or permitted by law.

User Rights

7.1 Users have the right to access, correct, update, or delete their personal information. Users may also request the restriction of processing or object to the processing of their personal information. Please contact us at [email protected] for assistance with any of these requests.

Changes to the Privacy Policy

8.1 We reserve the right to update or modify this Privacy Policy at any time. Any changes to the Policy will be effective immediately upon posting the revised version on the Platform. Users are encouraged to review this Policy periodically to stay informed about our data practices.

Contact Us

9.1 If you have any questions, concerns, or feedback regarding this Privacy Policy or our data practices, please contact us at [email protected].