Processed Data Categories
To provide you with a secure, efficient, and user-oriented financial environment, we process the following information:
Identity and Contact Data As part of account registration and interaction with our customer service, we collect basic data such as your full name, email address, and phone number.
Compliance and Verification Data If required by our internal security protocols or fraud prevention measures, we may request identification documents to properly validate the account holder's identity.
Technical Identifiers and Device Data Our systems automatically log technical metadata when accessing our services, including IP addresses, browser type, operating system specifications, and server access logs. This data is essential for secure authentication and system integrity monitoring.
Usage and Activity Data Analysis We analyze interactions within our dashboards to continuously optimize software performance. The analysis of these activity logs is purely for operational purposes and does not allow for any conclusions regarding the fiduciary custody of your financial assets.
Transaction Details If you utilize paid premium services, we process the data necessary for payment processing. Sensitive payment information is typically managed through certified external payment service providers.
Legal Basis and Purpose
We base the processing of your data on recognized legal grounds: the necessity for contract fulfillment (provision of platform access), our legitimate interests (securing our IT infrastructure), compliance with legal requirements in Switzerland, and, if necessary, your explicit consent. We use this information for onboarding, account management, fraud prevention, and to respond to support requests. Marketing communication is strictly based on the opt-in principle; you can adjust these settings in your user account at any time (opt-out).
Storage and Data Exchange
We do not sell your personal data. Disclosure is exclusively to carefully vetted service providers necessary for the operation of our infrastructure (e.g., cloud hosting, support tools, analytics, and verification providers). Storage is only for the duration necessary for the purpose or as required by statutory periods. For international data transfers, we ensure that an adequate level of protection is maintained.
Security Measures and Your Rights
We implement appropriate technical and organizational security measures, such as encryption and access controls, to protect data from misuse. Please note that no electronic transmission can guarantee absolute security. You have comprehensive rights, including access, rectification, erasure, restriction of processing, data portability, and objection. Please direct inquiries to our support; for your security, we always conduct an identity check.
Updates
This privacy policy may be updated to reflect technical or legal changes. We will communicate significant changes directly through our platform.
Last Updated: June 23, 2026