Privacy Policy

This Policy applies to personal information (also called “personal data”) that we collect online and offline, including information you provide to us, information collected automatically, and information obtained from third parties. It does not apply to anonymized or aggregated information that cannot reasonably be used to identify you.

• Account & Profile Data
  Name, email address, phone number, mailing address, job title, company name, password, and any profile information you choose to submit (e.g., avatar, preferences).
• Payment & Billing Data
  Limited payment card details and billing address (processed via our PCI‑compliant payment processor; we do not store full card numbers).
• Communications
  Contents of emails, chats, support tickets, surveys, and other messages exchanged with us.
• Content You Upload
  Files, trades, notes, or other data you import into the Services.

When you interact with the Services we automatically collect:

• Log & Device Data
  IP address, browser type, operating system, referring URLs, device identifiers, date/time stamps, and system configuration.
• Usage Data
  Feature use, clicks, pages viewed, search queries, and
interaction patterns.
• Cookies & Similar Technologies
  Small data files placed on your device to recognize you, improve performance, and analyze usage (see Section 6).

We may receive information about you from:

• Service Providers
  analytics partners, marketing platforms, fraud‑prevention services.
• Business Partners
  if you engage with AgentSmyth through a brokerage, financial institution, or enterprise client account.
• Public Sources
  publicly available databases, social media (subject to your privacy settings), and regulatory filings.

We use personal information to:

• Provide & Maintain the Services
  authenticate you, operate core features, and process transactions.
• Improve & Personalize
  analyze usage, develop new features, optimize performance, and tailor content.
• Communicate
  respond to inquiries, send administrative messages, deliver newsletters and announcements you opt into.
• Security & Fraud Prevention
  detect, investigate, and mitigate fraudulent or illegal activity.
• Compliance
  satisfy legal, regulatory, tax, and audit obligations.
• Marketing
  with your consent or where permitted by law, deliver promotions and offers; you may opt out at any time (see Section 9).

Our legal bases under the EU/UK GDPR include contract performance, legitimate interests, legal obligations, and consent (where required).

We do not sell your personal information. We share it only as described:

• Service Providers & Vendors
  cloud hosting, payment processing, analytics, email delivery, and customer support providers bound by confidentiality and data‑processing agreements.
• Business Partners & Integrations
  when you connect third‑party accounts (e.g., brokerages or chat platforms) the information you authorize is shared per the integration’s terms.
• Corporate Transactions
  in connection with mergers, acquisitions, financings, or asset sales; your information may be transferred subject to customary confidentiality protections.
• Legal & Regulatory
  to comply with subpoenas, court orders, law enforcement requests, or to protect rights, property, and safety.
• With Your Consent
  other disclosures you expressly authorize.

We retain personal information only for as long as necessary to fulfill the purposes outlined in this Policy, comply with legal obligations, resolve disputes, and enforce agreements. Retention periods vary by data type and processing context.

We and our partners use cookies, pixel tags, SDKs, and
similar technologies to:

• recognize returning users,
• remember preferences,
• measure campaign effectiveness, and
• analyze Service usage.

Most browsers allow you to control cookies through settings.
However, disabling cookies may limit certain features.

If you have questions or wish to exercise your privacy rights, please contact us:

AgentSmyth Advisors — Privacy Office
45 Rockefeller Plaza, Suite 2000
New York, NY 10020

Email: privacy@agentsmyth.com
Phone: +1 (212) 555‑0123