Privacy Policy

This Privacy Policy explains how WealthCloud360 collects, uses, discloses, retains, and safeguards personal information collected through the Platform, including website forms, account registration, communications, demos, newsletters, partner referrals, and software usage.

We may collect identifiers and contact details; account credentials; billing details; communications and support records; user-submitted documents and notes; device, browser, and log data; analytics data; marketing preferences; and information obtained from integrations, public records, licensed data providers, or third-party partners where permitted.

We use personal information to provide and improve the Platform; create and administer accounts; process transactions; coordinate introductions and workflows; send operational and marketing communications; personalize experiences; perform analytics; prevent fraud and abuse; comply with legal obligations; and for other purposes consistent with this Policy or disclosed at collection.

Mobile numbers, SMS opt-in data, and messaging consent are used only to provide requested communications and operational outreach. SMS originator opt-in data and consent will not be sold or shared with third parties for their own marketing purposes. Message and data rates may apply depending on your carrier and plan. You may opt out of SMS communications at any time by replying STOP.

We may share information with service providers that help operate the Platform, such as hosting providers, CRM providers, payment processors, analytics tools, communications vendors, data vendors, and professional advisers. We may also share information when required by law, in connection with a business transaction, or to protect the rights and safety of WealthCloud360, its users, or others.

WealthCloud360 does not sell your personal information to third parties for their own direct marketing purposes.

We use cookies, pixels, analytics tags, and similar technologies to remember preferences, measure traffic, improve functionality, and support advertising or retargeting where permitted. You can manage many cookies through your browser settings, but some features may not function properly if cookies are disabled.

We retain personal information for as long as reasonably necessary for the purposes described in this Policy, including to maintain business records, comply with law, resolve disputes, enforce agreements, and protect rights and security.

We use administrative, technical, and organizational safeguards designed to protect personal information. However, no system or method of transmission is completely secure, and we cannot guarantee absolute security.

Depending on your jurisdiction, you may have the right to access, correct, delete, or request information about the processing of your personal information, and to opt out of certain communications or processing activities. To submit a privacy request, contact support@wealthcloud360.com.

If you are a California resident, you may have rights under the California Consumer Privacy Act, as amended by the California Privacy Rights Act, including the right to know, delete, and correct certain personal information, subject to exceptions. WealthCloud360 will not discriminate against you for exercising your privacy rights.

If you access the Platform from outside the United States, you understand that your information may be transferred to, processed in, and stored in the United States or other countries where our service providers operate.

The Platform is not directed to children under 18, and we do not knowingly collect personal information from individuals under 18 through the Platform. If we learn that such information has been collected, we will take reasonable steps to delete it.

The Platform may contain links to third-party websites or services. We are not responsible for the privacy, security, or content practices of those third parties.

We may update this Privacy Policy from time to time. Changes are effective when posted, unless otherwise required by law.