Onboard clients in minutes, not weeks.

We help RIAs get assets funded faster so billing starts sooner.
Prodos integrates with your existing systems to automate everything from statement extraction to custodian filing.

Prodos Privacy Policy

Last Updated: January 31, 2026


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


By using the Prodos platform (“Service”), you consent to the practices described in this Policy. If you use the Service on behalf of an organization, you represent that you have the authority to bind that organization to this Policy.


1. Information We Collect

1.1 Information You Provide

We may collect information you voluntarily provide, including:


  • Name

  • Email address

  • Phone number

  • Job title

  • Company name

  • Account credentials

  • Support communications

1.2 Information Collected Automatically

When you use the Service, we may collect:


  • IP address

  • Device type and browser

  • Usage activity

  • Log files

  • Session data

  • Performance metrics


We may use third-party analytics tools (such as Google Analytics or similar services) to understand usage trends and improve the Service.

1.3 Customer Data

Our customers may upload business-related data to the Service (“Customer Data”). This may include limited personal information necessary to provide the Service.


Prodos processes Customer Data solely on behalf of customers and in accordance with their instructions.


2. How We Use Information


We use information to:


  • Provide and operate the Service

  • Authenticate users

  • Improve platform performance

  • Provide customer support

  • Communicate about updates and billing

  • Monitor security and misuse

  • Comply with legal obligations

We do not sell personal information.


3. Legal Basis for Processing (EEA/UK)


Where applicable, we process personal data based on:


  • Contractual necessity

  • Legitimate business interests

  • Legal obligations

  • User consent

4. How We Share Information


We may share information with:

4.1 Service Providers

Third-party vendors that support operations, such as:


  • Hosting providers

  • Analytics providers

  • Payment processors

  • Customer support tools

These providers are authorized to use information only as necessary to provide services.

4.2 Legal Requirements

We may disclose information if required by law, subpoena, or government request.

4.3 Business Transfers

Information may be transferred in connection with mergers, acquisitions, or asset sales.


5. Data Retention


We retain personal information only as long as necessary to:


  • Provide the Service

  • Meet legal obligations

  • Resolve disputes

  • Enforce agreements

Customer Data is retained in accordance with customer agreements and instructions.


6. Security


Prodos maintains reasonable administrative, technical, and physical safeguards to protect information.


However, no system is completely secure, and we cannot guarantee absolute security.


7. International Data Transfers


Information may be transferred to and processed in the United States and other jurisdictions where Prodos or its service providers operate.


We take appropriate measures to protect cross-border data transfers.


8. Your Rights and Choices


Depending on your location, you may have rights to:


  • Access your data

  • Correct inaccuracies

  • Request deletion

  • Restrict processing

  • Object to processing

  • Request portability

Requests may be submitted to privacy@prodos.dev.


9. California Privacy Rights (CCPA/CPRA)


California residents may have the right to:


  • Know what personal information is collected

  • Request deletion

  • Opt out of sale (we do not sell data)

  • Non-discrimination

Requests may be submitted to privacy@prodos.dev.


10. Cookies and Tracking


We may use cookies and similar technologies to:


  • Maintain sessions

  • Improve usability

  • Analyze usage

You may control cookies through browser settings. The Service does not currently respond to “Do Not Track” browser signals.


11. SMS and Messaging Communications


Prodos may use SMS, voice, and other messaging services to provide operational, security, and account-related communications, including notifications, alerts, and workflow updates.


We use phone numbers solely for service-related purposes and not for marketing or promotional messaging.


By creating an account and providing a phone number, you consent to receive such communications as part of the Service.


You may opt out of non-essential messaging at any time by following provided instructions. However, opting out may limit certain features or functionality of the Service.


Message and data rates may apply depending on your carrier.


12. Children’s Privacy


The Service is not intended for individuals under 18.

We do not knowingly collect data from minors.


13. AI and Data Usage


Prodos may use anonymized and aggregated data to improve platform functionality.


We do not use identifiable Customer Data to train generalized AI models without customer authorization.


14. Third-Party Links


The Service may contain links to third-party sites.


We are not responsible for their privacy practices.


15. Changes to This Policy


We may update this Policy periodically.


Material changes will be communicated through the Service or website.


Continued use constitutes acceptance.


16. Contact Information


For privacy-related inquiries:

Email: privacy@prodos.dev

Mail: Prodos, LLC, New York, USA