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 — not currently collected (free during early access)
Information We Collect Automatically
Usage data (PostHog) — which prompts you use, how often
Error logs (Sentry) — fixing bugs and improving reliability
Information From Third Parties
Google OAuth — name, email, profile photo. We do NOT access Gmail, Calendar, Drive, or other Google services.
SEC IAPD & FINRA BrokerCheck (public databases) — auto-enriching your profile with verified registration and license data.
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 platform, your profile and prompt inputs are sent to Anthropic's Claude API. 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.
You can include client details like portfolio holdings and account information when using our templates with your AI tool — just make sure your wirehouse or firm has approved the 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: Not currently collected (free during early access)
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: Not applicable during early access (no payments collected)
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 analytics cookies (PostHog, anonymized). We do NOT use advertising cookies, third-party tracking cookies, or cross-site tracking.
8. Third-Party Services
Supabase (database, auth) · Anthropic (AI generation) · Vercel (hosting) · Google (OAuth) · PostHog (analytics) · Sentry (error monitoring) · Resend (email delivery)
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.