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WealthVizr

Privacy Policy

Last updated: January 2025

1. Introduction

WealthVizr ("we," "our," or "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our AI-powered financial planning application.

By using WealthVizr, you agree to the collection and use of information in accordance with this policy. If you do not agree with our policies and practices, please do not use our service.

2. Information We Collect

2.1 Information You Provide

When you use WealthVizr, you may voluntarily provide us with:

  • Account Information: Email address and authentication credentials when you create an account
  • Financial Information: Income details, expenses, debts, investments, savings, and financial goals that you enter into the application
  • Personal Information: Age, retirement goals, and other demographic information relevant to financial planning
  • Conversation Data: Messages and interactions with our AI financial advisor

2.2 Automatically Collected Information

We automatically collect certain information when you use our service:

  • Device information (browser type, operating system)
  • Usage data (pages visited, features used, time spent)
  • IP address and general location (country/region level)
  • Error logs and performance data for service improvement

3. How We Use Your Information

We use the information we collect to:

  • Provide personalized financial guidance and recommendations
  • Generate financial projections, charts, and analyses
  • Save your financial data so you can track progress over time
  • Improve our AI model and service quality
  • Send service-related notifications (with your consent)
  • Detect and prevent fraud or abuse
  • Comply with legal obligations

4. Data Storage and Security

Your data is stored securely using industry-standard practices:

  • Data is encrypted in transit using TLS/SSL
  • Data is stored in secure, SOC 2 compliant cloud infrastructure (Supabase)
  • Row-level security ensures users can only access their own data
  • We do not store complete payment card numbers or banking credentials
  • Regular security audits and monitoring are performed

5. Data Sharing and Disclosure

We do not sell your personal or financial information. We may share data only in these circumstances:

  • Service Providers: With trusted third parties who help us operate our service (hosting, analytics, AI processing), under strict confidentiality agreements
  • Legal Requirements: If required by law, court order, or government request
  • Safety: To protect the rights, property, or safety of WealthVizr, our users, or others
  • Business Transfers: In connection with a merger, acquisition, or sale of assets (you would be notified)

6. AI and Data Processing

WealthVizr uses artificial intelligence to provide financial guidance:

  • Your financial data is processed by our AI to generate personalized recommendations
  • Conversations with the AI advisor may be used to improve service quality (in anonymized/aggregated form)
  • We use Google's Gemini AI model for natural language processing
  • AI-generated advice is educational and should not replace professional financial advice

7. Your Rights and Choices

You have the right to:

  • Access: Request a copy of your personal data
  • Correction: Update or correct inaccurate information
  • Deletion: Request deletion of your account and associated data
  • Export: Download your financial data in a portable format
  • Opt-out: Unsubscribe from marketing communications

To exercise these rights, please contact us at privacy@wealthvizr.com or use the account settings in the application.

8. Cookies and Tracking

We use cookies and similar technologies for:

  • Authentication and session management (essential)
  • Remembering your preferences (functional)
  • Analytics to understand how the service is used (with consent where required)

You can control cookies through your browser settings. Disabling essential cookies may affect service functionality.

9. Children's Privacy

WealthVizr is not intended for users under 18 years of age. We do not knowingly collect personal information from children. If you believe we have collected information from a minor, please contact us immediately.

10. International Users

WealthVizr is operated from the United States. If you access our service from outside the US, your information may be transferred to and processed in the US or other countries where our service providers operate. By using our service, you consent to this transfer.

11. Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of significant changes by posting the new policy on this page and updating the "Last updated" date. We encourage you to review this policy periodically.

12. Contact Us

If you have questions about this Privacy Policy or our data practices, please contact us:

  • Email: privacy@wealthvizr.com
  • Website: wealthvizr.com