Privacy Policy

MY VECTR (“MY VECTR,” “we,” “us,” or “our”) provides a private financial organization and visualization platform. This Privacy Policy describes how we handle information when you visit our website, request a demonstration, or use our services. MY VECTR is a financial technology platform. It is not a bank and does not provide investment, legal, accounting, or tax advice.

We collect the following categories of information:

• Information you provide. Contact details such as your name, email address, phone number, company or household name, role, and any message you send when you request a demo or contact us.
• Account and financial information. If you use MY VECTR, the accounts, entities, holdings, documents, and related financial details you choose to add or connect.
• Usage and device information. Standard log data such as browser type, device information, pages viewed, and interactions, collected to operate and improve the service.

• To provide, maintain, and improve the MY VECTR platform.
• To respond to demo requests, questions, and support inquiries.
• To personalize your experience and organize the information you add.
• To protect the security and integrity of our services and to comply with legal obligations.

We take the confidentiality of financial information seriously. Data in transit is protected using encrypted connections, and access to production systems is limited to authorized personnel. No method of transmission or storage is completely secure, and we cannot guarantee absolute security, but we work to protect your information using reasonable administrative, technical, and organizational safeguards.

We do not sell your personal information. We share information only with service providers who help us operate the platform (for example, hosting and infrastructure providers), when required by law, or with your direction — such as when you invite an advisor or family member to view information you control.

Depending on where you live, you may have rights to access, correct, delete, or port your personal information, or to object to certain processing. To make a request, contact us at privacy@myvectr.com. You may also opt out of marketing communications at any time using the link in those messages.

We retain personal information for as long as needed to provide the service, comply with our legal obligations, resolve disputes, and enforce our agreements. When information is no longer needed, we take steps to delete or de-identify it.

We may update this Privacy Policy from time to time. When we make material changes, we will update the “Last updated” date above and, where appropriate, provide additional notice.

Questions about this policy can be sent to privacy@myvectr.com or through our contact page.