Legal
Privacy Policy
Last updated: March 10, 2026
The Short Version
We collect the minimum data needed to personalize your toolkit. We don't sell your data. We don't share it with third parties for marketing. We use it to make your toolkit better.
1. What We Collect
Information You Provide
Name: used in generated content (emails, scripts)
Email address: account access, service communications
Firm name and type: compliance framework, personalization
AUM range, specialties, pain points: toolkit calibration
Payment information: processed securely by Stripe. We do not store card numbers.
Information We Collect Automatically
Usage data: which templates you use, how often, and general feature usage
Error logs: technical logs for fixing bugs and improving reliability
Information From Third Parties
OAuth providers (if used): name, email, profile photo. We do NOT access Gmail, Calendar, Drive, or other third-party services.
2. How We Use Your Data
- Personalizing your toolkit
- Providing the service (auth, billing)
- Improving the product (aggregated, anonymized analytics)
- Communicating with you (you can opt out of non-essential emails)
- Compliance and security
We do NOT sell your data, share it for marketing, use it to train AI models, or profile you for advertising.
3. AI Processing
When you use the AI Coach chat feature, your profile and inputs are sent to Anthropic's Claude API. Templates are pre-written and do not involve AI processing. What gets sent: name, firm type, specialties, tone preference, and your specific prompt inputs. What does NOT get sent: email, payment info, usage analytics, or SEC/FINRA enrichment data.
Anthropic does not use API inputs to train their models. We use the enterprise API with enterprise data handling.
Client data never enters our platform. You copy templates from us and paste them into your firm's approved AI tool (Copilot, ChatGPT, or whichever your firm uses). That's where you add client context like portfolio holdings, emails, and meeting notes. Make sure your firm has approved the AI tool you're pasting into.
4. Data Storage and Security
Account data & profiles: Supabase (PostgreSQL) with row-level security, encrypted at rest, daily backups
Authentication: Supabase Auth with OAuth 2.0
Payments: Stripe (PCI-DSS compliant). We never store card numbers.
Hosting: Vercel (SOC 2 compliant, HTTPS enforced)
Row-Level Security means your data is isolated at the database level. Other users cannot access your profile, generated content, or chat history.
5. Data Retention
Account, profile, generated content, chat: Active until you delete. Deleted within 30 days of account deletion.
Usage analytics: 24 months (anonymized)
Billing records: Retained as required by law, managed by Stripe
Error logs: 90 days, auto-expired
6. Your Rights
- Access your personal data (copy within 30 days)
- Correct inaccurate data (update in Settings)
- Delete your data (account deletion in Settings)
- Export your data (machine-readable format within 30 days)
- Opt out of non-essential communications
California residents (CCPA): We do not sell personal information or share it for cross-context behavioral advertising.
7. Cookies
We use essential cookies (authentication, CSRF protection) and may use anonymized analytics cookies. We do NOT use advertising cookies, third-party tracking cookies, or cross-site tracking.
8. Third-Party Services
Supabase (database, auth) · Anthropic (AI Coach) · Stripe (payments) · Vercel (hosting)
Questions about your privacy? Email us at support@advisorintelligence.com with the subject line "Privacy Request."
By creating an account, you agree to this Privacy Policy and our Terms of Service.