Legal

Privacy Policy Commitment

Your privacy is our priority. Learn how we protect your data.

Last Updated: December 19, 2025

Data Sovereignty

We never sell your personal data. You own it.

Ironclad Security

Bank-level AES-256 encryption at rest and in transit.

Privacy by Design

Every feature is built with your anonymity in mind.

Global Compliance

Strict adherence to GDPR, CCPA, and global standards.

1. Information We Collect

Information You Provide

Account information (name, email address, password)
Profile information (profile picture, preferences, currency settings)
Financial data you choose to enter (account balances, transactions, assets)
Communications with us (support requests, feedback)

Information Collected Automatically

Device information (browser type, operating system, device identifiers)
Usage data (features used, pages visited, time spent)
Log data (IP address, access times, error reports)
Cookies and similar technologies for authentication and preferences

2. How We Use Your Information

We use your information to:

Provide, maintain, and improve our services
Process and display your financial data as requested
Send you important updates about your account
Respond to your comments, questions, and support requests
Monitor and analyze trends, usage, and activities
Detect, investigate, and prevent fraudulent or unauthorized activity
Personalize your experience and provide relevant features
Comply with legal obligations

3. Data Security

We protect your data with:

Industry-standard encryption (TLS 1.3) for all data in transit
AES-256 encryption for sensitive data at rest
Secure authentication including optional two-factor authentication
Regular security audits and vulnerability assessments
Strict access controls limiting employee access to user data
Secure cloud infrastructure with SOC 2 compliant providers

5. Your Rights & Choices

Depending on your location, you may have the right to:

Access: Request a copy of the personal data we hold about you
Correction: Request correction of inaccurate personal data
Deletion: Request deletion of your personal data
Portability: Request your data in a portable format
Objection: Object to certain processing of your data
Restriction: Request we limit how we use your data
Withdraw Consent: Withdraw consent where processing is based on consent

6. Data Retention

How long we keep your data:

Active account data: Retained while your account is active
Deleted accounts: Data removed within 30 days of deletion request
Backup data: Purged from backups within 90 days
Legal requirements: Some data may be retained longer if required by law
Analytics data: Aggregated, anonymized data may be retained indefinitely

7. Cookies & Tracking

We use cookies for:

Essential cookies: Required for authentication and security
Preference cookies: Remember your settings and preferences
Analytics cookies: Understand how you use our service (anonymized)
You can manage cookie preferences in your browser settings

8. International Data Transfers

For users outside the United States:

Your data may be transferred to and processed in the United States
We use Standard Contractual Clauses for EU data transfers
We comply with GDPR requirements for European users
We comply with applicable data protection laws in your jurisdiction

9. Children's Privacy

Age restrictions:

OmniFolio is not intended for users under 18 years of age
We do not knowingly collect data from children under 18
If we learn we've collected data from a child, we will delete it promptly
Parents can contact us if they believe their child has provided us data

10. Changes to This Policy

How we handle updates:

We may update this policy from time to time
Material changes will be notified via email or in-app notification
Continued use after changes constitutes acceptance
Previous versions are available upon request

This Privacy Policy is effective as of December 19, 2025 and applies to all users of OmniFolio services. This policy complies with the General Data Protection Regulation (GDPR), the California Consumer Privacy Act (CCPA), and other applicable privacy laws. By using OmniFolio, you acknowledge that you have read and understood this Privacy Policy.

Legal

Privacy Policy Commitment

Your privacy is our priority. Learn how we protect your data.

Last Updated: December 19, 2025

Data Sovereignty

We never sell your personal data. You own it.

Ironclad Security

Bank-level AES-256 encryption at rest and in transit.

Privacy by Design

Every feature is built with your anonymity in mind.

Global Compliance

Strict adherence to GDPR, CCPA, and global standards.

1. Information We Collect

Information You Provide

Account information (name, email address, password)
Profile information (profile picture, preferences, currency settings)
Financial data you choose to enter (account balances, transactions, assets)
Communications with us (support requests, feedback)

Information Collected Automatically

Device information (browser type, operating system, device identifiers)
Usage data (features used, pages visited, time spent)
Log data (IP address, access times, error reports)
Cookies and similar technologies for authentication and preferences

2. How We Use Your Information

We use your information to:

Provide, maintain, and improve our services
Process and display your financial data as requested
Send you important updates about your account
Respond to your comments, questions, and support requests
Monitor and analyze trends, usage, and activities
Detect, investigate, and prevent fraudulent or unauthorized activity
Personalize your experience and provide relevant features
Comply with legal obligations

3. Data Security

We protect your data with:

Industry-standard encryption (TLS 1.3) for all data in transit
AES-256 encryption for sensitive data at rest
Secure authentication including optional two-factor authentication
Regular security audits and vulnerability assessments
Strict access controls limiting employee access to user data
Secure cloud infrastructure with SOC 2 compliant providers

5. Your Rights & Choices

Depending on your location, you may have the right to:

Access: Request a copy of the personal data we hold about you
Correction: Request correction of inaccurate personal data
Deletion: Request deletion of your personal data
Portability: Request your data in a portable format
Objection: Object to certain processing of your data
Restriction: Request we limit how we use your data
Withdraw Consent: Withdraw consent where processing is based on consent

6. Data Retention

How long we keep your data:

Active account data: Retained while your account is active
Deleted accounts: Data removed within 30 days of deletion request
Backup data: Purged from backups within 90 days
Legal requirements: Some data may be retained longer if required by law
Analytics data: Aggregated, anonymized data may be retained indefinitely

OmniFolio

Privacy Policy Commitment

Data Sovereignty

Ironclad Security

Privacy by Design

Global Compliance

1. Information We Collect

Information You Provide

Information Collected Automatically

2. How We Use Your Information

We use your information to:

3. Data Security

We protect your data with:

4. Information Sharing

We do NOT sell your personal information. We may share data with:

Third-party services we use:

5. Your Rights & Choices

Depending on your location, you may have the right to:

6. Data Retention

How long we keep your data:

7. Cookies & Tracking

We use cookies for:

8. International Data Transfers

For users outside the United States:

9. Children's Privacy

Age restrictions:

10. Changes to This Policy

How we handle updates:

Privacy Policy Commitment

Data Sovereignty

Ironclad Security

Privacy by Design

Global Compliance

1. Information We Collect

Information You Provide

Information Collected Automatically

2. How We Use Your Information

We use your information to:

3. Data Security

We protect your data with:

4. Information Sharing

We do NOT sell your personal information. We may share data with:

Third-party services we use:

5. Your Rights & Choices

Depending on your location, you may have the right to:

6. Data Retention

How long we keep your data:

7. Cookies & Tracking

We use cookies for:

8. International Data Transfers

For users outside the United States:

9. Children's Privacy

Age restrictions:

10. Changes to This Policy

How we handle updates: