This privacy policy explains how your data is collected, used, stored, and protected by the platform. Updated for 2026 and reflecting current Canadian regulations.

What We Collect

We collect only the minimum necessary information required for compliance reporting and platform operation.

• Contact details provided for support or inquiry purposes.
• Usage data, technical logs, and system performance metrics.
• Institutional profile information and regulatory reporting data.
• Optional feedback and communication history for service improvement.

How We Use Your Data

We collect and use personal and institutional data solely for platform functionality, compliance, and support.

• To deliver regulatory reporting automation and compliance services.
• To respond to support inquiries and technical issues.
• To maintain audit trails and meet legal requirements.
• To improve platform features and user experience.

Legal Basis for Data Use

Our processing of your data is based on consent, contract performance, or legal obligations under Canadian law.

When We Share Data

We do not sell your data. Information is only shared as required for platform delivery or legal compliance.

• With trusted service providers to support platform operation, security, and data hosting.
• With regulators or law enforcement when required by law.
• With your express consent for any new integrations or external service connections.

Data Security

We implement encryption, secure access controls, and ongoing system audits to protect all data handled by our platform. Data is stored in Canada and governed by Canadian privacy law. Security is monitored and reviewed quarterly by internal and third-party experts.

Your Rights

You have specific rights under Canadian and international privacy law, described below.

• You may request access to or correction of your personal information.
• You may request deletion of data, subject to legal and operational obligations.
• You may withdraw consent to processing, where applicable.
• You may object to certain types of processing or request data portability.

Cookies

We use cookies for authentication, preferences, analytics, and service improvement. Cookie usage is explained in our Cookie Policy.

Cookie Policy Cookie Policy

Contact Details

For questions about this privacy policy or data protection, use the contact details provided below.

Policy Changes

We update this privacy policy to reflect changes in law, technology, or platform services. Substantial changes will be communicated on our website.