ArvoFin Legal Terms

Privacy Policy

ArvoFin, Inc. ("ArvoFin," "we," "our," or "us") is committed to protecting the privacy and security of our RIA firm customers ("you," "your," or "Client"). This Privacy Policy explains how we collect, use, disclose, and safeguard information when you use our software-as-a-service (SaaS) platform and associated services ("Services").

1. Information We Collect
   • Firm Information: Name, address, contact information, AUM, CRM, custodian details.
   • User Information: Names, titles, emails, and login credentials of your advisors or admin users.
   • Client-Provided Data: Financial documents and structured client data uploaded via the platform.
   • Platform Usage Data: IP address, browser type, usage logs, activity timestamps.
   • Third-Party Integration Data: Data from Plaid, Yodlee, Morningstar, or other integrated tools.
2. How We Use Your Information
   • Provide, maintain, and improve the ArvoFin platform
   • Generate proposal content and portfolio analytics
   • Authenticate users and manage firm access
   • Monitor platform usage and diagnose issues
   • Meet legal, regulatory, or compliance obligations
3. Data Sharing and Disclosure
   • We do not sell your firm or client data. We may share data:
   • With service providers under NDA who help us operate the platform
   • With custodians, CRMs, and aggregators you authorize
   • If required by law or to respond to legal process
   • In connection with a corporate transaction (e.g., merger or acquisition)
4. Data Security
   We use industry-standard encryption, access control, and monitoring practices to protect your data. All data is encrypted in transit and at rest.
5. Data Retention
   We retain firm and user data as long as your account remains active or as needed to comply with legal obligations. Client data may be deleted upon firm request or account deactivation.
6. Your Choices
   • Access, correct, or delete firm or user data
   • Request data portability or export
   • Terminate your account and request data deletion
7. International Use
   The ArvoFin platform is intended for use in the United States. If you access it from other jurisdictions, you do so at your own risk.
8. Contact Us
   If you have questions about this Privacy Policy, contact:
   privacy@arvofin.com