Privacy Policy

Last updated: replace this with your launch date.

Advisorview is a workspace for financial advisers to manage information about their clients. This page is a placeholder — replace it with your own privacy policy before launch.

What we store

• Your account email, name, and authenticator-app secret.
• Client records you create: contact info, financial accounts, lifestyle projections, insurance, real assets, and uploaded documents.
• An audit log of significant actions (logins, downloads, edits).

Where it lives

Authentication and structured data are stored in Supabase Postgres. Uploaded documents are stored in Supabase Storage. Both are encrypted at rest.

Contact

Questions: your-email@example.com.