Privacy Policy

North Sharewarden may collect information you provide directly, such as your name, email address, company details, and any information submitted through contact or lead forms. We may also collect account credentials, portfolio data you choose to connect or upload, and communications you send to us.

We may automatically collect technical information when you access our services, including IP address, browser type, device identifiers, pages viewed, and timestamps, typically through cookies and similar tracking technologies.

Information collected is used to operate, maintain, and improve our services; to respond to inquiries; to provide requested demonstrations or account access; to communicate updates, security notices, or administrative messages; and to monitor usage patterns for product development purposes.

We do not use collected information to make automated decisions that produce legal or similarly significant effects concerning you without appropriate safeguards.

Where applicable data protection law requires a legal basis for processing, we rely on one or more of the following: your consent, the necessity of processing to perform a contract with you, our legitimate interests in operating and improving our services, and compliance with legal obligations.

Our website may use cookies, pixels, and similar technologies to remember preferences, understand aggregate usage trends, and support core functionality. You can typically control cookie behavior through your browser settings; disabling certain cookies may limit functionality on our site.

We may share information with service providers who perform functions on our behalf, such as hosting, analytics, or customer support tools, under obligations to protect that information. We may also disclose information where required by law, to protect our rights, or in connection with a merger, acquisition, or sale of assets.

North Sharewarden does not sell personal information to third parties for monetary consideration.

We retain information for as long as necessary to fulfill the purposes described in this policy, unless a longer retention period is required or permitted by law. Retention periods vary depending on the type of information and the purpose for which it was collected.

We implement reasonable administrative, technical, and organizational measures designed to protect information from unauthorized access, alteration, disclosure, or destruction. No method of transmission or storage is completely secure, and we cannot guarantee absolute security.

If information is transferred across borders in connection with our services, we take steps intended to ensure such transfers comply with applicable data protection requirements, where required.

Depending on your jurisdiction, you may have rights to access, correct, delete, or restrict the use of your personal information, and to object to certain processing or request a copy of your data in a portable format. To exercise any such rights, please contact us using the details on our Contact page; we will respond in accordance with applicable law.

Our services are intended for business and professional use and are not directed to individuals under the age of majority in their jurisdiction. We do not knowingly collect personal information from children.

Our services may contain links to third-party websites or resources. We are not responsible for the privacy practices or content of such third parties, and we encourage you to review their respective privacy policies.

We may update this Privacy Policy from time to time to reflect changes in our practices or for other operational, legal, or regulatory reasons. Material changes will be indicated by updating the "Last updated" date above.

If you have questions or concerns about this Privacy Policy or our data practices, please reach out via the contact information provided on our Contact page.