AdvisorOS Privacy Notice

AdvisorOS helps advisors manage leads, client workflow, appointments, follow-ups, calculator cases, product-library notes and client-safe presentation snapshots. The workspace is designed for data minimisation and controlled access.

Data we process

AdvisorOS may process advisor account details, organization/workspace details, lead names and contact details, client profile context, appointment notes, follow-up tasks, calculator inputs/outputs, product-library entries, client-safe snapshots, activity logs and security/session records.

Restricted data

Users must not store NRIC/FIN, passport numbers, full residential addresses, bank account numbers, medical records, claim documents, official product application forms, passwords, or other unnecessary sensitive personal data in AdvisorOS.

Purpose of use

Data is used to operate the workspace, authenticate users, maintain owner/team access controls, support advisor preparation, generate discussion-support views, record follow-up work, maintain audit evidence, and respond to security or data-protection requests.

Access control

Advisor records are scoped to the logged-in user and their approved organization. Manager/admin roles may view team records for supervision and operations. Platform owner access is reserved for platform administration, security and support.

Retention, correction and deletion

Each organization using AdvisorOS remains responsible for its own retention schedule and for handling access, correction, deletion and withdrawal requests consistently with its legal, compliance, dispute-handling and business obligations.

Contact

Organization: AdvisorOS
Data Protection Contact: AdvisorOS Data Protection Contact
Email: privacy@advisoros.space