Running a financial analysis service means we need certain information to actually help you. Here's what we gather and why it matters.
Personal Details You Provide
When you sign up or contact us, we collect basic information:
- Name and contact details (email, phone number)
- Business information if you're representing a company
- Payment and billing information for our services
- Financial documents you upload for analysis
Technical Information We Gather Automatically
Like most websites, we collect some technical data when you visit:
- IP address and general location data
- Browser type and device information
- How you navigate through our site
- Session duration and pages visited
About Financial Documents: The statements and financial records you upload are treated with extra care. We encrypt them during transmission and storage. Only authorized analysts working on your specific project can access them, and we delete them according to the retention schedule outlined below.