Privacy Policy
Last updated: 10/22/2025
We collect only the information necessary to deliver a compliant onboarding experience.
Data we collect
- Client intake fields submitted via the onboarding flow
- Advisor-scoped analytics (counts, completion, goal/risk distribution)
Where data is stored
Neon Postgres (U.S.). Point-in-time restore enabled. Backed up regularly.
Security
- Scoped JWT + HttpOnly cookies
- Transport encryption (HTTPS/TLS)
- Optional AES-256-GCM for sensitive fields (e.g., SSN)
Your rights
Contact us to access, correct, or delete your data: privacy@advisoronboarding.app