Privacy notice

What we collect

Your name, firm email, firm, role and (optionally) the assets you advise on; the ratings and comments you send; and basic usage logs such as when you log in.

What we don’t collect

During the beta, Pulse runs on model households. We do not ask for, and you must not enter, client-identifying information.

How we use it

To give you access, send login links and beta updates, improve Pulse, and keep records your firm may request. We record sign-ups in our customer-relationship system. We don’t sell your information.

Service providers

[List hosting, database, email and CRM providers and where data is stored.]

Your choices

Email [privacy@your-domain.com] to see, correct or delete your information, or to leave the beta.