What Information We Collect

We only collect the information needed to deliver, secure, and support our financial data structuring platform. Here’s what we process:

• Contact information such as your name, email, phone number, and company for communication and support purposes.
• Technical details including browser type, IP address, and usage logs for service quality and troubleshooting.
• Workflow and platform activity data to enhance performance, personalize your experience, and maintain compliance records.
• Cookie and analytics data to track website performance, always respecting your choices and privacy settings.

How We Use Your Data

We use your data to deliver workflow automation, improve platform features, and ensure compliance with Canadian regulations. No surprise uses or hidden data transfers.

• Deliver workflow automation and support services tailored to your needs.
• Improve and personalize platform features based on anonymized usage patterns.
• Comply with legal and audit requirements under Canadian data laws.
• Protect against fraud, misuse, or unauthorized access to your account and information.

Legal Basis for Processing

Data laws aren’t just paperwork. We only process your personal information when there’s a clear, lawful reason under Canadian privacy regulations.

Our legal grounds for data processing include your explicit consent, necessity for service delivery, compliance with legal obligations, and legitimate business interests. Each purpose is documented and reviewed regularly.

How We Share Data

We don’t sell your data — ever. Information is only shared when required to deliver services, meet legal duties, or secure our platform.

• With trusted service providers under contract, only as necessary for platform operation and support.
• With legal or regulatory authorities if required by Canadian law.
• During business transfers, mergers, or acquisitions, with safeguards in place for your privacy.

Data Security

Protecting your information is not an afterthought. We use encryption, access controls, and regular audits to secure your data. Only authorized personnel can access sensitive information, and security measures are continuously updated to meet Canadian standards.

Your Data Rights

Canadian privacy law gives you meaningful rights over your personal data. Here’s what you can expect from us:

• Request access to your personal data held by us at any time.
• Correct, update, or delete inaccurate or outdated information in your profile.
• Restrict or object to certain data processing activities, within regulatory allowances.
• Request a copy of your information in a portable format, subject to applicable law.

Cookie Usage

We use cookies to support site functionality and to analyze workflow patterns. You have full control over non-essential cookies and can review details in our cookie policy.

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How to Contact Us

Have a privacy question or concern? Contact our compliance team directly for clear answers. We respond to all data protection and rights inquiries within a reasonable timeframe.

Policy Changes

We may update this privacy policy to reflect changes in technology or regulations. Material changes will be posted here with a new date. Continued use of our site means you accept the revised policy.