Privacy Policy

Last updated: July 2025

Introduction

At Convergent.finance, we take your privacy seriously. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our financial planning and portfolio management application.

Information We Collect

Account Information

When you sign up using Google Sign-In, we collect:

  • Your email address
  • Your name (if provided by Google)

How We Use Your Information

We only use your information for the following:

  • To authenticate your access to the application
  • To send important service-related communications

Data Security

We implement industry-standard security measures to protect your data:

  • All data is encrypted using enterprise-grade encryption
  • Secure authentication
  • Secure HTTPS connections for all data transmission
  • Our security policies ensure only you can access your own data

Data Sharing and Disclosure

We do not share any of your personal information to third parties. We may share your information only in the following circumstances:

  • To comply with legal obligations or court orders
  • To protect our rights, privacy, safety, or property

Your Rights and Choices

Access and Update

You can access and update your personal information through your profile settings.

Data Deletion

You have the right to delete your account and all associated data at any time. Use the "Delete My Data" feature in your profile settings to permanently remove all your information from our systems.

Data Export

You can export your financial data at any time through the application.

Third-Party Services

Our application integrates with the following third-party services:

  • Google OAuth for authentication
  • Supabase for data storage and authentication
  • OpenAI for AI-powered financial advice (data is anonymous)

Data Retention

We retain your personal information for as long as your account is active or as needed to provide you services. If you delete your account, all your personal information will be removed, except where retention is required for legal or regulatory purposes.

Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on this page and updating the "Last updated" date.

Contact Us

If you have any questions about this Privacy Policy or our data practices, please contact us via our Contact Us form.