Data Collection and Usage

Financial Data

Most of the features of our application rely on the financial data of our clients. That means that we collect and store our clients’ financial data on our servers, and remove any details from that data that do not directly relate to financial planning and reporting.

Technical Data Collection

In order to improve our application’s performance and resolve any  technical issues, we collect anonymized technical data. This data does not include any personally identifiable information, and helps us maintain a reliable and enjoyable user experience.

Data Security Measures

Encryption

All data transmitted between your device and our servers is encrypted using industry-standard protocols to ensure its confidentiality and security.

Secure Processing

All data transmitted between your device and our servers is encrypted using industry-standard protocols to ensure its confidentiality and security.

Compliance Manager (CM)

All data transmitted between your device and our servers is encrypted using industry-standard protocols to ensure its confidentiality and security.

Data Subject Rights

Access, Rectification, and Erasure

You have the right to access, correct, or delete your personal data stored by CovenantIQ. If you wish to exercise these rights, please contact us.

Data Portability

Upon request, we can provide you with a copy of your personal data in a structured, machine-readable format.

Withdrawal of Consent

You can withdraw your consent for specific data processing activities at any time. Please note that withdrawing consent may impact your ability to use certain features of the application.

Transparency and Consent

Privacy Settings

We provide you with clear and accessible privacy settings within the application, allowing you to manage your data preferences and make informed choices about how your data is used.

Cookie Usage

Our application may use cookies or similar technologies. By using our application, you consent to the use of cookies as outlined in our privacy policy.

Contact us

For any questions, concerns, or requests regarding your personal data and privacy, please don't hesitate to contact us. Our compliance manager and dedicated support team will respond promptly.

Your trust and privacy are paramount to us. We are committed to meeting SOC 2 requirements and ensuring your data remains secure and well-protected.

Sincerely,
Brian Camposano
Founder & CEO, CovenantIQ