Privacy Policy

Data Collection

ClearPath Finance collects personal data to enhance user experience, for marketing purposes, and for analytics to improve our services.

Data Usage

We use the collected data to personalize user experiences, send marketing communications, and analyze trends to enhance our financial planning services.

Data Storage

All personal data is securely stored on our servers with strict access controls to protect the confidentiality and integrity of the information.

Data Sharing

ClearPath Finance does not share personal data with third parties unless required by law or with explicit user consent.

User Rights

Users have the right to access, modify, or delete their personal data. They can also opt-out of marketing communications at any time.

Data Security

We implement industry-standard security measures to safeguard personal data from unauthorized access, disclosure, or alteration.

Contact Information

For any privacy-related inquiries or to exercise your data rights, please contact us at [email protected].

Last Updated: January 1, 2023