1. Information Protocol
We collect only the most essential data required to provide our wealth intelligence services. This includes account metadata provided through our secure banking partners (Plaid) and basic identity information for account maintenance.
2. Cryptographic Protection
Every data point is subjected to AES-256 bit encryption at rest. In transit, we utilize TLS 1.3. We employ advanced key rotation and hardware security modules (HSM) to ensure the integrity of our encryption layer.
3. Third-Party Integrations
We partner with industry-leading providers such as Plaid to facilitate secure bank connections. These partners adhere to strict SOC 2 compliance standards. Your credentials never touch our servers.
4. Retention Policy
Data is retained only for as long as your account remains active. Upon account termination, all identifying financial records are purged from our primary databases within 30 days.
Last Updated: January 2026 • Version 1.4-OMEGA