Privacy Policy
Last updated: May 2025
1. Information We Collect
Wint Wise collects information you provide directly to us, such as your name, email address, and portfolio data you choose to import via your Consolidated Account Statement (CAS). We use read-only access and never hold custody of your funds.
2. How We Use Your Information
We use the information we collect to provide, maintain, and improve our services; to generate personalised portfolio insights and recommendations; and to communicate with you about your account and our services.
3. Data Security
We implement appropriate technical and organisational measures to protect your personal information against unauthorised access, alteration, disclosure, or destruction. Your CAS data is processed using automated, read-only parsers.
4. Data Sharing
We do not sell, trade, or otherwise transfer your personal information to third parties. We may share data with trusted service providers who assist us in operating our platform, subject to confidentiality agreements.
5. Your Rights
You have the right to access, correct, or delete your personal data. To exercise these rights, please contact us at hello@wintwise.com.
6. Contact
For any privacy-related queries, write to us at hello@wintwise.com. We aim to respond within 2 business days.