Privacy Policy

Information We Collect

We collect the following types of information:

Personal Information: This includes details such as your name, email address, phone number, and any other information you voluntarily provide when filling out forms or communicating with us.

Usage Data: We collect data on how you interact with our website or services, including pages viewed, time spent on the site, and any actions taken during your visit.

Cookies: We use essential cookies required for the app to function, such as remembering session and state preferences. We also use optional analytics cookies to understand product usage trends. Analytics cookies are only enabled when you explicitly accept them via our cookie banner.

How We Use Your Information

We use the information we collect for the following purposes:

To Provide Services: We use your information to deliver and improve our services, respond to inquiries, and fulfill requests.

Communication: We may use your contact details to send you updates, newsletters, promotional materials, or respond to your queries.

Analytics: We use usage data to analyze trends, track website performance, and enhance user experience.

How We Protect Your Information

We implement appropriate security measures to protect your personal data from unauthorized access, alteration, disclosure, or destruction. However, please note that no method of data transmission or storage is 100% secure.

Sharing Your Information

We do not sell or rent your personal information to third parties. We may share your data with trusted service providers who assist us in operating our website, conducting business, or servicing you, under strict confidentiality agreements.

Your Rights and Choices

You have the right to access, update, or delete your personal information at any time. If you wish to exercise any of these rights, please contact us using the information provided below.

Data Retention Policy

We retain your personal information only for as long as necessary to fulfill the purposes outlined in this Privacy Policy, unless a longer retention period is required or permitted by law. Our specific retention timeframes are as follows:

Account Data: We retain your account information (including name, email, and profile data) for as long as your account remains active. If you request account deletion, your data will be permanently deleted within 30 days, except where we are legally required to retain certain information.

Portfolio Data: Financial data, including assets, debts, and valuations, is retained for the lifetime of your account. Upon account deletion, this data is permanently removed within 30 days.

Bank Connection Data: Bank account connection data are retained while your connection remains active. After disconnection or account deletion, this data is removed within 90 days. Historical valuations of an asset/debt stay on the account.

Communication Records: Records of emails and support communications are retained for 3 years to maintain service quality and resolve potential disputes.

Analytics Data: Aggregated and anonymized usage analytics may be retained indefinitely for product improvement purposes, as this data cannot be used to identify you personally.

Legal and Compliance Data: Certain data may be retained for longer periods where required by law, such as financial records for tax purposes (typically 6-7 years) or to comply with legal obligations.

Your GDPR Rights

If you are located in the European Economic Area (EEA) or United Kingdom, you have specific rights under the General Data Protection Regulation (GDPR) regarding your personal data:

Right to Access: You have the right to request copies of your personal data. We may charge a reasonable fee if your request is clearly unfounded, repetitive, or excessive.

Right to Rectification: You have the right to request that we correct any information you believe is inaccurate or complete information you believe is incomplete.

Right to Erasure (Right to be Forgotten): You have the right to request that we delete your personal data, under certain conditions. This includes when the data is no longer necessary for the purposes for which it was collected, when you withdraw consent, or when you object to processing.

Right to Data Portability: You have the right to request that we transfer the data we have collected to another organization, or directly to you, in a structured, commonly used, and machine-readable format.

Right to Restrict Processing: You have the right to request that we restrict the processing of your personal data, under certain conditions, such as when you contest the accuracy of the data or object to processing.

Right to Object: You have the right to object to our processing of your personal data, under certain conditions, particularly for direct marketing purposes or when processing is based on legitimate interests.

Rights Related to Automated Decision-Making: You have the right not to be subject to a decision based solely on automated processing, including profiling, which produces legal effects concerning you or similarly significantly affects you. If we use automated decision-making, we will inform you and provide an opportunity to contest the decision.

To exercise any of these rights, please contact us at the email address provided in the Company Information section below. We will respond to your request within 30 days. Please note that we may need to verify your identity before processing your request.

Changes to This Privacy Policy

We may update this Privacy Policy periodically. When we make changes, we will revise the date at the top of the policy. We encourage you to review this policy regularly for any updates.

Company Information

This service is operated by Aureli Tech Limited, a company registered in England and Wales with company number 16965256. Registered office: 86-90 Paul Street, London, England, EC2A 4NE.