aloriveniqs - Professional Investment Reporting & Financial Analysis

1 Information We Collect

At aloriveniqs, we collect information that helps us provide better investment reporting services to our Canadian users. The data we gather falls into several categories, each serving specific purposes in delivering our platform's functionality.

Personal Information

This includes your name, email address, phone number, and mailing address. We collect this when you create an account or contact our support team. For Canadian residents, we also collect provincial information to ensure compliance with regional regulations.

Financial Data

Investment portfolio information, account balances, transaction history, and performance metrics. This data is essential for generating your personalized reports and analytics. We never store banking passwords or direct access credentials.

Technical Information

Device information, browser type, IP addresses, and usage patterns. This helps us optimize our platform performance and troubleshoot technical issues. We also collect cookie data for session management and user preferences.

Communication Records

Support conversations, feedback submissions, and any correspondence you have with our team. These records help us improve our services and provide consistent support experiences.

2 How We Use Your Information

Your information serves multiple purposes within our investment reporting ecosystem. We've designed our data usage practices to be transparent and focused on delivering value to you as our user.

Generate personalized investment reports and analytics dashboards tailored to your portfolio composition and risk preferences
Provide customer support and respond to your inquiries about our services or your account
Send important updates about your account, security notices, and changes to our terms of service
Improve our platform's functionality based on user behavior patterns and feedback
Ensure compliance with Canadian financial regulations and tax reporting requirements
Detect and prevent fraudulent activities or unauthorized access to your account
Conduct research and analysis to enhance our reporting algorithms and user experience

Important Note: We never use your personal financial data for advertising purposes or sell it to third parties. Your investment information remains confidential and is used solely for the services you've requested from aloriveniqs.

3 Information Sharing and Disclosure

aloriveniqs maintains strict policies regarding when and how we share your personal information. We believe in transparency about our data sharing practices and want you to understand exactly what happens with your information.

Service Providers: We work with trusted third-party companies that help us operate our platform. These include cloud hosting providers, email service companies, and financial data aggregators. All service providers sign confidentiality agreements and are only permitted to use your data for specific services they provide to us.

Legal Requirements: In certain situations, Canadian law may require us to disclose personal information. This includes court orders, government investigations, or regulatory compliance requests from bodies like the Canada Revenue Agency or provincial securities commissions.

Business Transfers: If aloriveniqs undergoes a merger, acquisition, or asset sale, your personal information may be transferred to the new entity. We would notify you via email and through our website about any such change in ownership or control of your personal information.

Protection of Rights: We may disclose information when we believe it's necessary to protect our rights, your safety, or the safety of others. This includes investigating potential fraud, enforcing our terms of service, or responding to security incidents.

4 Your Rights and Choices

As a Canadian resident using aloriveniqs's services, you have specific rights regarding your personal information. We've made it straightforward for you to exercise these rights and maintain control over your data.

Access Your Data

Request a copy of all personal information we have about you. We'll provide this in a readable format within 30 days of your request.

Correct Inaccuracies

Update or correct any personal information that is outdated or incorrect. You can make many changes directly through your account settings.

Delete Your Information

Request deletion of your personal data, subject to certain legal obligations we may have to retain specific information.

Restrict Processing

Limit how we use your information in certain circumstances, such as while we verify the accuracy of disputed data.

Data Portability

Receive your data in a machine-readable format that you can transfer to another service provider if you choose.

Withdraw Consent

Remove your consent for certain data processing activities, though this may limit your ability to use some platform features.

To exercise any of these rights, contact our privacy team at the information provided at the end of this policy. We'll respond to your request within 30 days and may ask you to verify your identity before processing certain requests.

5 Data Security and Protection

Protecting your financial information is our highest priority. We've implemented multiple layers of security measures to safeguard your data against unauthorized access, alteration, disclosure, or destruction.

Encryption: All data transmission between your device and our servers uses industry-standard TLS encryption. Your sensitive information is also encrypted when stored in our databases, using AES-256 encryption standards.

Access Controls: Our team members can only access the minimum amount of data necessary for their job functions. We maintain detailed logs of who accesses what information and when. All employees undergo background checks and sign strict confidentiality agreements.

Infrastructure Security: Our servers are hosted in secure Canadian data centers with physical security measures, redundant power systems, and climate controls. We perform regular security assessments and penetration testing to identify potential vulnerabilities.

Monitoring: We continuously monitor our systems for suspicious activities, unauthorized access attempts, and potential security threats. Our security team responds to alerts 24/7 and maintains incident response procedures.

Your Role in Security: While we implement strong security measures, your account security also depends on your actions. Use a strong, unique password for your aloriveniqs account, enable two-factor authentication, and never share your login credentials with others.

6 Data Retention and Deletion

We retain your personal information only as long as necessary to provide our services and comply with legal obligations. Our retention periods vary depending on the type of information and applicable regulatory requirements.

Account Information: We keep your basic account details (name, email, contact information) for as long as your account remains active. After account closure, we retain this information for seven years to comply with Canadian business record requirements.

Financial Data: Investment records, transaction histories, and tax-related documents are retained for seven years after your last transaction or account closure, as required by Canada Revenue Agency regulations.

Communication Records: Support conversations and correspondence are kept for three years to help us resolve ongoing issues and improve our services.

Technical Data: Server logs, usage analytics, and technical information are typically deleted after 24 months unless needed for ongoing security investigations.

When deletion periods expire, we securely remove your information from our active systems and backup storage. Some aggregated, anonymized data may be retained indefinitely for statistical analysis and service improvement purposes.

7 International Data Transfers

aloriveniqs primarily stores and processes your information within Canada. However, some of our service providers may process data in other countries, including the United States and European Union member states.

When we transfer your personal information outside Canada, we ensure appropriate safeguards are in place. This includes using service providers that have received adequacy decisions from Canadian authorities or implementing additional contractual protections.

For transfers to the United States, we work with companies that participate in recognized privacy frameworks or have implemented adequate data protection measures. All international transfers are governed by data processing agreements that require the same level of protection as Canadian privacy law.

You can contact us if you want more specific information about where your data is processed or the safeguards we use for international transfers.

8 Cookies and Tracking Technologies

aloriveniqs uses cookies and similar technologies to enhance your experience on our platform. These small data files help us remember your preferences, keep you logged in, and understand how you use our services.

Essential Cookies: These are necessary for basic platform functionality, including session management, security features, and load balancing. You cannot disable these cookies without affecting your ability to use aloriveniqs.

Preference Cookies: These remember your settings, language choices, and customization options. Disabling these cookies means you'll need to reset your preferences each time you visit.

Analytics Cookies: We use these to understand how users navigate our platform, which features are most popular, and where people encounter difficulties. This data helps us improve the user experience.

You can manage cookie preferences through your browser settings. Most browsers allow you to block cookies entirely, though this may limit your ability to use certain platform features. We don't use cookies for advertising or share cookie data with advertising networks.

9 Changes to This Privacy Policy

We may update this privacy policy periodically to reflect changes in our practices, technology, legal requirements, or business operations. When we make significant changes, we'll notify you through multiple channels.

Notification Methods: We'll send email notifications to your registered address and post prominent notices on our website. For major changes that affect how we use your personal information, we may require you to acknowledge the updates before continuing to use our services.

Effective Dates: Policy changes become effective 30 days after notification, giving you time to review the modifications and make decisions about your continued use of our services.

We encourage you to review this policy regularly to stay informed about how we protect your information. The "last updated" date at the top of this document indicates when the most recent changes were made.

Privacy Policy