We do update this Policy from time to time as we deem necessary at our sole discretion, so, please do review this Policy regularly, however, we will do our best to keep you informed if any change was done.
Alkanza Inc. (“Alkanza”, “we”, “us” and/or “our”) is a software based Investment Advisor registered with the U.S. Securities and Exchange Commission, providing automated online wealth management via partnerships with global financial institutions.
The information we collect depends on what type of user you are. If you are a visitor of our Site or are testing our App for simulating an investment portfolio or if you are a Client or Partner, we will collect different types of information. The main difference is that as a visitor, we do not save other information than statistics of use and the information necessary for simulations.
As a formal Client or Partner there is information necessary to operate your portfolio. As a Visitor of our web site we get:
If a visitor runs a simulation of an investment portfolio, we get:
When a Client that wants to simulate or test our App creates an account, then we get:
For a Client that wants to implement a portfolio plan with one of our broker partners in an automated way, we need to create an account for her/him and store the credentials’ details.
In case to be a Partner that consume our Service, we do store Personal Information of our Partners' Clients, just the information needed to operate like:
In some situations, if the App fails, we can get platform information for debugging purpose, this information may include, but not limited to, the following items:
In general, we are using the information collected from you for:
We use our Clients' Personal Information to provide our Service to Clients and client support. We may share information with our brokerage partners to provide Services related to portfolio implementation.
We do not share in any form, sell, rent or trade your Personal Information to any nonaffiliated third-parties except as required by law if it’s necessary.