Privacy Policy for Portfolio Matrix LLC

Effective Date: 01/01/2024

Welcome to Portfolio Matrix (“we”, “our”, “us”). We are committed to protecting your privacy and ensuring the security of your personal information. This Privacy Policy outlines how we collect, use, disclose, and safeguard your information when you visit our website www.portfoliomatrix.com (the “Site”), and our application (collectively referred to as "Platform"). Please read this policy carefully to understand our practices regarding your personal data.

1. Information We Collect

We may collect and process the following types of information:

Personal Information: Includes your name, email address, phone number, and other contact details you provide when you register, subscribe, or interact with our services.

Financial Information: Includes the financial data provided by you regarding your assets and liabilities, including any financial information synced with our platform.

Mobile Information: Includes your mobile number and related data collected through text messaging services.

Usage Data: Information about how you access and use the Site, such as your IP address, browser type, operating system, and browsing behavior.

2. How We Use Your Information

We use the collected information for various purposes, including:

Providing Services: To operate and maintain the Site, process transactions, and deliver the services you request.

Customer Support: To respond to your inquiries and provide assistance when needed.

Improving Our Services: To analyze usage patterns and enhance the functionality and user experience of the Site.

Communication: To send you updates, newsletters, and other informational materials, provided you have opted in to receive such communications.

3. Information Sharing and Disclosure

We prioritize your privacy and do not share your information with third parties for marketing or promotional purposes. Below are the specifics of our information sharing practices:

Service Providers: We may share your information with trusted subcontractors and service providers who assist us in operating the Site and providing services to you, such as customer service, data analysis, and payment processing. These partners are authorized to use your information only as necessary to provide these services to us.

Internal Access to Financial Information: Your financial information may be accessed by our internal staff exclusively when customer support services are required. These staff members do not have access to your financial information outside the scope of providing support services.

Text Messaging Data: Text messaging originator opt-in data and consent information will not be shared with any third parties under any circumstances. Text messaging is used exclusively for 2-Factor Authentication.

Legal Requirements: We may disclose your information if required to do so by law or in response to valid requests by public authorities, such as a court or government agency.

Business Transfers: In the event of a merger, acquisition, or sale of all or a portion of our assets, your information may be transferred as part of that transaction. We will notify you via email and/or a prominent notice on our Site of any change in ownership or uses of your personal information.

4. Data Security

We implement a variety of security measures to maintain the safety of your personal information. These measures include encryption, secure servers, and regular security assessments to protect against unauthorized access, alteration, disclosure, or destruction of your data.

5. Your Rights and Choices

Depending on your location, you may have the following rights regarding your personal information:

Access: You can request access to the personal information we hold about you.

Correction: You can request that we correct any inaccurate or incomplete personal information.

Deletion: You can request the deletion of your personal information, subject to certain exceptions.

Opt-Out: You can opt out of receiving promotional communications from us by following the unsubscribe instructions included in our emails or contacting us directly.

To exercise any of these rights, please contact us using the information provided below.

6. Cookies and Tracking Technologies

We may use cookies and similar tracking technologies to enhance your experience on our Site. You can control the use of cookies through your browser settings. However, disabling cookies may affect the functionality of the Site.

7. 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 received personal information from a child or minor, we will take steps to delete such information promptly.

8. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or for other operational, legal, or regulatory reasons. We will notify you of any significant changes by posting the new Privacy Policy on this page with an updated effective date. We encourage you to review this Privacy Policy periodically.

9. Contact Us

If you have any questions or concerns about this Privacy Policy or our data practices, please contact us at:

Email: accounts@portfoliomatrix.com

Mailing Address:

Portfolio Matrix

2028 E Ben White Blvd #240-3257

Austin TX 78741

USA

10. Compliance with CTIA Guidelines

This Privacy Policy is designed to comply with the CTIA (Cellular Telecommunications Industry Association) guidelines, ensuring that no mobile information is shared with third parties for marketing or promotional purposes without explicit consent. We adhere strictly to these guidelines to protect your privacy and maintain your trust.