Privacy Policy

1. Information We Collect

• Advisor account details such as email address and profile settings.
• Client, lead, and assessment information entered into the workflow.
• Billing and transaction records processed through payment providers.
• Operational logs used for security, debugging, and service delivery.

2. How We Use Information

We use data to operate the platform, authenticate users, score assessments, generate draft reports, deliver client links, process payments, provide support, and improve the product. We may also use aggregated or de-identified product usage information for internal analysis.

3. Data Retention

Retention depends on the workflow being used, the need to provide the service, accounting and legal obligations, and support requirements. If you need a specific deletion request reviewed, contact support and include the relevant account, assessment, or client reference.

4. Security Practices

We use commercially reasonable administrative, technical, and organizational measures to protect data handled through the service. No system can guarantee absolute security, so firms should also use their own professional judgment before placing especially sensitive information into any software workflow.

5. Sub-Processors

We use third-party providers for areas such as authentication, hosting, payments, email delivery, storage, and AI infrastructure. These providers process data on our behalf only as needed to supply the service.

• Authentication and account access providers.
• Cloud database, storage, and hosting providers.
• Payment processors for subscription and checkout handling.
• Email providers for transactional delivery.
• AI providers used for draft-generation workflows.

6. Your Requests

If you need access, correction, deletion, or processing information related to data in the platform, contact support@successionlabx.com. We review requests in light of applicable law and operational requirements.