Privacy Policy

Last updated: January 1, 2025

Overview

WealthLink is committed to protecting the privacy of advisors, clients, and partners who interact with our platform. This policy explains what information we collect, how we use it, and the rights available to you.

Information We Collect

We collect personal details such as name, business email, phone number, and firm information when you request a demo or communicate with our team. We also gather usage data, device identifiers, and log files that help us maintain platform performance and security.

How We Use Information

Information is used to deliver requested services, personalize communications, improve the product, and comply with legal obligations. We may send service updates and marketing insights, which you can opt out of at any time.

Sharing & Transfers

We do not sell personal data. Limited information may be shared with trusted service providers who support hosting, analytics, or customer engagement. Those providers must follow strict confidentiality and data protection requirements.

Security & Retention

We apply administrative, technical, and physical safeguards designed to protect your data. Information is retained only for as long as needed to fulfill the outlined purposes or as required by law.

Your Rights

Depending on your region, you may request access, correction, deletion, or restriction of your personal data. Submit requests by contacting us at privacy@wealthlink.ai.

Contact Us

If you have questions about this policy or our privacy practices, contact us at privacy@wealthlink.ai or by mail at our headquarters.