Personal Information
When you create an account or use our services, we collect various types of personal information to provide you with our investment portfolio optimization services:
- Full name, email address, and phone number for account creation
- Financial information including income, investment goals, and risk tolerance
- Banking and payment details for transactions and account funding
- Government-issued identification for verification purposes
- Employment information and net worth for regulatory compliance
Usage Information
We automatically collect information about how you interact with our platform to improve our services and ensure security:
- Device information including IP address, browser type, and operating system
- Usage patterns such as pages visited, time spent on platform, and feature usage
- Transaction history and portfolio performance data
- Communication preferences and customer service interactions