1. Introduction
Brevizo ("we," "our," or "us") is committed to safeguarding the privacy of individuals who visit our website at brevizo.com (the "Site") and use our personal net worth tracking and wealth dashboard services (the "Services"). This Privacy Policy explains how we collect, use, disclose, and protect your information when you interact with our Site and Services. By using our platform, you consent to the data practices described in this policy.
Brevizo
667 Madison Ave, New York, NY 10065
Phone: (888) 791-6470
Email: support@brevizo.com
2. Information We Collect
We may collect the following categories of information when you use our Site and Services:
- Personal Identification Information: name, email address, phone number, mailing address, and other information you voluntarily provide when creating an account or contacting us.
- Financial Information: account balances, asset values, liability amounts, and other financial data you enter into the platform for net worth tracking purposes. We do not store banking credentials.
- Technical Data: IP address, browser type, operating system, device identifiers, referring URLs, pages viewed, time spent on pages, and other diagnostic data collected automatically through cookies and similar technologies.
- Communications Data: records of correspondence if you contact us via email, phone, or through our Site, including any feedback or inquiries you submit.
- SMS and Mobile Data: phone number, opt-in status, messaging preferences, and message delivery records if you enroll in our SMS program.
3. How We Use Your Information
We use the information we collect for the following purposes:
- To provide, operate, and maintain the Services, including generating your net worth dashboard and financial summaries.
- To personalize your experience and deliver content and features relevant to your financial profile.
- To communicate with you about your account, respond to inquiries, and provide customer support.
- To send promotional communications, including SMS marketing messages, where you have provided consent.
- To analyze usage patterns and improve the functionality, performance, and security of our platform.
- To comply with legal obligations and enforce our Terms of Service.
4. SMS Data Sharing and Privacy
When you opt in to receive SMS messages from Brevizo, we collect your mobile phone number and consent records. We want you to understand exactly how this data is handled:
No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.
Your SMS opt-in data, including your phone number and the fact that you opted in, is used exclusively to deliver the messages you requested. We do not sell, rent, lease, or trade your opt-in information or mobile phone number to any outside parties.
5. Cookies and Tracking Technologies
Brevizo uses cookies, web beacons, and similar tracking technologies to enhance your browsing experience, analyze Site traffic, and understand user engagement. Cookies are small text files placed on your device that help us recognize returning visitors and remember preferences.
You may configure your browser to refuse all cookies or to alert you when a cookie is being sent. However, some features of our Site may not function properly if cookies are disabled.
6. Data Security
We implement commercially reasonable administrative, technical, and physical safeguards to protect the confidentiality and integrity of your personal information. These measures include encryption of data in transit and at rest, access controls, and regular security audits. However, no method of transmission over the internet or electronic storage is completely secure, and we cannot guarantee the absolute security of your data.
7. Third-Party Disclosure
We do not sell your personal information to third parties. We may share your information with trusted service providers who assist us in operating our platform, conducting our business, or servicing you, provided that those parties agree to keep your information confidential. We may also disclose your information when required by law, to enforce our policies, or to protect the rights, property, or safety of Brevizo or others.
8. Data Retention
We retain your personal information for as long as your account is active or as needed to provide you with our Services. We may also retain and use your information as necessary to comply with our legal obligations, resolve disputes, and enforce our agreements. When your data is no longer needed for these purposes, we will securely delete or anonymize it.
9. Your Rights and Choices
Depending on your jurisdiction, you may have the following rights regarding your personal information:
- The right to access the personal information we hold about you and request a copy.
- The right to request correction of inaccurate or incomplete personal information.
- The right to request deletion of your personal information, subject to certain legal exceptions.
- The right to opt out of promotional communications, including SMS messages, at any time.
- The right to withdraw consent where processing is based on consent.
To exercise any of these rights, please contact us at support@brevizo.com or (888) 791-6470.
10. Children's Privacy
Our Services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If we become aware that we have inadvertently collected personal data from a child under 18, we will take steps to delete that information promptly. If you believe that a child has provided us with personal information, please contact us at support@brevizo.com.
11. Changes to This Privacy Policy
Brevizo reserves the right to update this Privacy Policy at any time. When we make changes, we will revise the policy on our Site. Your continued use of the Services after any modifications constitutes your acceptance of the updated Privacy Policy. We encourage you to review this policy periodically to stay informed about how we protect your information.
12. Contact Information
If you have any questions, concerns, or requests regarding this Privacy Policy or our data practices, please reach out to us:
Brevizo
667 Madison Ave, New York, NY 10065
Phone: (888) 791-6470
Email: support@brevizo.com