Privacy Policy

1. What we collect

• Account info — your name and email, from Google Sign-In.
• Profile details — firm/practice name, ARN or RIA registration number, phone number, and an uploaded firm logo, if you choose to add them.
• Payment info — subscription plan and billing status. Card/UPI details are handled entirely by Razorpay; we never see or store them.
• Usage — which calculators you use, so the product keeps working reliably. We don't track the specific numbers you enter into a calculator beyond what's needed to render your session and, if you're signed in, your PDF branding.

2. Why we collect it

To run your account, unlock the tools your plan includes, put your firm's name and logo on the PDFs you export for clients, process payments, and improve the product.

3. Who we share it with

• Supabase — hosts our database, authentication, and file storage (your uploaded logo).
• Google — provides sign-in (OAuth). We only receive your name, email, and profile photo, nothing else from your Google account.
• Razorpay — processes payments for paid plans.
• Vercel — hosts this website.

We do not sell your data, and we do not share your client's financial figures with anyone — those never leave your browser except inside the PDF you choose to download.

4. Your uploaded logo

Your firm logo is stored in a file bucket used only to display it back to you and embed it in your own PDF exports. It is not used for any other purpose.

5. Data retention

We keep your account and profile data as long as your account is active. You can request deletion at any time by contacting us.

6. Your rights

You can view and edit your profile at any time from your account menu, and request a copy or deletion of your data by emailing us.

7. Contact

Questions about this policy: wealthelementstechnology@gmail.com