Privacy Policy
Effective Date: September 16, 2025
Last Updated: September 16, 2025
Financial Pro ("Company," "we," "our," or "us") respects your privacy and is committed to protecting your personal data. This Privacy Policy explains how we collect, use, disclose, and safeguard information when you use our Financial Pro software, platform, website, and related services (collectively, the "Services").
By accessing or using the Services, you agree to the terms of this Privacy Policy. If you do not agree, you must discontinue use of the Services.
1. Information We Collect
We may collect the following categories of information:
- Personal Information: Name, email address, company details, payment information, and account credentials.
- Usage Data: Information about how you access and use the Services, including IP address, device details, browser type, and activity logs.
- Customer Data: Data you upload, process, or integrate into the Services on behalf of your organization or clients.
- Cookies and Tracking: We use cookies and similar technologies to improve functionality, analyze usage, and personalize your experience.
2. How We Use Your Information
We use collected information for the following purposes:
- To provide, operate, and improve the Services.
- To process payments and manage subscriptions.
- To respond to inquiries and provide customer support.
- To send important updates, security alerts, and administrative messages.
- To analyze trends and usage to improve features and performance.
- To comply with legal obligations and enforce our agreements.
3. How We Share Your Information
We do not sell your personal information. We may share information in the following cases:
- Service Providers: With trusted third parties who provide hosting, payment processing, analytics, or other services necessary to operate the Services.
- Integrations: With third-party applications, APIs, or platforms you choose to connect with our Services.
- Legal Compliance: When required by law, regulation, legal process, or governmental request.
- Business Transfers: In connection with a merger, acquisition, or sale of assets.
4. Data Retention
We retain your personal and customer data for as long as necessary to provide the Services, comply with legal obligations, resolve disputes, and enforce our agreements.
5. Data Security
We implement reasonable technical, administrative, and organizational measures to protect your information from unauthorized access, disclosure, or destruction. However, no method of transmission or storage is 100% secure, and we cannot guarantee absolute security.
6. Your Rights
Depending on your jurisdiction, you may have certain rights regarding your personal data, including:
- Access to the data we hold about you.
- Request correction or deletion of your personal data.
- Object to or restrict certain processing.
- Data portability rights.
- The right to withdraw consent (where applicable).
To exercise these rights, please contact us at privacy@financialpro.com.
7. International Data Transfers
If you access the Services from outside the United States, your data may be transferred to and processed in countries that may not have the same data protection laws as your jurisdiction. By using the Services, you consent to such transfers.
8. Children's Privacy
The Services are not directed to individuals under the age of 18. We do not knowingly collect personal data from children. If we become aware of such data, we will delete it promptly.
9. Changes to this Privacy Policy
We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated "Last Updated" date. Your continued use of the Services after changes are made constitutes acceptance of the updated Privacy Policy.
10. Contact Us
If you have any questions about this Privacy Policy, please contact us at: