Legal Documentation

Privacy Policy

Your privacy is important to us.

Last updated: January 2025Quick read

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IntroductionHow We UseSecurityYour Rights

Introduction

Trust & Transparency

Mintwell maintains high standards of data privacy and security for advisors and their clients. This page explains how we collect, use, and protect your information.

For Advisors

We protect professional information and client data with enterprise-grade security.

For Clients

Your financial information is handled with care and is only accessible to your designated advisor.

How We Use Your Information

Service Delivery

  • Provide and maintain platform functionality
  • Generate personalized plans and reports
  • Facilitate advisor-client collaboration

Platform Enhancement

  • Improve user experience and reliability
  • Develop new features based on usage
  • Conduct analytics to understand needs

Data Security

We use industry-standard security controls to protect your data.

Your Rights

You may access, update, or request deletion of your personal information. Contact privacy@mintwell.ai for requests.