Privacy Policy

Last updated: January 2024

1. Information We Collect

We collect information you provide directly to us, including:

  • Account information (name, email, password)
  • Profile information (role, credentials, affiliations)
  • Portfolio data you choose to share
  • Content you create or share
  • Communications with our AI and support

2. How We Use Your Information

We use the information we collect to:

  • Provide, maintain, and improve our services
  • Personalize your AI conversations with portfolio context
  • Show you relevant expert content
  • Verify expert credentials
  • Communicate with you about the service

3. Information Sharing

We do not sell your personal information. We may share information with service providers who assist in operating our platform, for compliance with legal obligations, and for protection of our rights and safety.

4. Your Privacy Controls

  • Portfolio visibility: Choose what financial data powers AI
  • Profile visibility: Control what others can see
  • Content sharing: Decide who sees your saved insights
  • Data export: Request a copy of your data
  • Account deletion: Delete your account and data

5. Data Security

We implement appropriate technical and organizational measures to protect your information. Financial data is encrypted at rest and in transit.

6. Contact Us

If you have questions about this Privacy Policy, please contact us at privacy@a2b2.com.