Prodos Privacy Policy

Last Updated: May 26, 2025

Prodos, LLC (“Prodos,” “we,” “us,” or “our”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our platform and related services (the "Services").

By accessing or using our Services, you consent to the practices described in this Privacy Policy.

Summary of Key Points

  • What do we collect? Only minimal advisor information such as name, email, OAuth tokens, and API credentials.

  • Do we store end-client data? No, we do not collect or retain any data belonging to your clients.

  • Do we use your data to train AI? No. We do not use your data to train AI or machine learning models.

  • Do we share or sell your data? No, unless required by law or for limited, disclosed operational reasons.

  • Do we use cookies or local storage? Not currently, but we reserve the right to do so in the future with appropriate disclosures.

  • What are your rights? U.S. residents have rights under applicable laws, including access, correction, and deletion.

1. Information We Collect

We only collect personal information that is necessary to provide our Services to financial advisors. This may include:

  • Full name

  • Email address

  • OAuth credentials (for Gmail, Wealthbox, Box, etc.)

  • API tokens for approved integrations

  • Basic account metadata (e.g., login timestamps)

We do not collect:

  • Sensitive personal data (e.g., health, biometric, or racial data)

  • End-client financial or personal information

Automatically collected information may include:

  • Browser, device, and session data (e.g., IP address, device type)

  • Limited usage data, such as feature access frequency.

2. How We Use Your Information

We use personal data to:

  • Authenticate and maintain secure access to the Services

  • Connect to your integrated platforms

  • Provide AI-assisted functionality using third-party APIs (e.g., OpenAI)

  • Send critical account-related notifications

  • Maintain legal and operational records

  • Improve platform performance and security

3. Use of AI and No Generalized Training

We utilize OpenAI's APIs to provide assistive services. We do not:

  • Share your data for generalized model training

  • Use your data to create new commercial models

  • Allow OpenAI or others to retain your content for their model improvement

AI is used solely for providing services to you and never for autonomous decision-making with legal or financial consequences.

4. Cookies and Tracking Technologies

While Prodos does not currently use cookies or local storage, we may in the future use:

  • Browser-based storage for session or caching purposes

  • Cookies for authentication, feature optimization, or analytics

We will update this policy and present clear consent mechanisms if we implement tracking technologies.

5. U.S. State Privacy Rights

Residents of California, Virginia, and other U.S. states may have rights including:

  • The right to access and know what personal information we hold

  • The right to correct inaccuracies

  • The right to delete personal data

  • The right to opt out of data sale or sharing (we do not sell or share data currently)

  • The right to non-discrimination for exercising these rights

To exercise your rights, email us at support@prodos.dev.

6. Data Retention

We retain your personal data for as long as your account remains active. Upon account closure, we retain:

  • Account credentials and metadata for up to 6 months for auditing, legal, and operational continuity

We do not retain any client data, as none is collected or processed.

7. Legal Disclosures and Business Transfers

We may disclose personal information:

  • To comply with legal obligations, subpoenas, or court orders

  • To protect Prodos’ legal rights

  • During a merger, acquisition, or asset transfer, with notice provided to you

8. Security Measures

We use industry-standard safeguards:

  • Encryption of data in transit (TLS)

  • Secure storage on AWS infrastructure (U.S. Northeast region)

  • Role-based access control and scoped credentials

However, no system can be completely secure, and we encourage you to use strong passwords and remain vigilant.

9. Do-Not-Track and Tracking Signals

We do not currently respond to Do-Not-Track (DNT) signals. If industry standards change, we will update this policy accordingly.

10. Children’s Privacy

Prodos does not knowingly collect or store personal information from children under 13. If we discover such data has been collected, we will promptly delete it.

11. Updates to This Policy

We may revise this Privacy Policy periodically. Changes will be indicated by the updated date above. If significant changes are made, we will notify users via email or in-app alerts.

12. Contact Us

For questions, concerns, or to exercise your rights under this policy:

Prodos LLC
Email: support@prodos.dev