Privacy Policy

  • Introduction

    SmartSettle AI ("we," "our," "us") is committed to protecting your privacy. This Privacy Policy describes how we collect, use, and safeguard your personal and financial information when you use our application ("App"). By accessing or using the App, you agree to the terms outlined in this Privacy Policy.

  • Information We Collect

    We may collect the following types of information:

    • Personal Information: When you register or interact with our App, we may collect your name, email address, job title, and company name.
    • Financial Data: As part of our services, we may process settlement exception data, trade details, and inventory files from custodians and prime brokers.
    • Usage Data: We collect information about how you use the App, including log files, IP addresses, device information, and browsing activity.
    • Cookies and Tracking Technologies: We may use cookies to enhance user experience and analyze App usage.

  • How We Use Your Information

    We use the collected information for the following purposes:

    • To provide and improve our services.
    • To facilitate trade settlement exception management.
    • To communicate with users regarding support, updates, and notifications.
    • To comply with legal and regulatory obligations.
    • To enhance security and fraud prevention measures.

  • Data Sharing and Disclosure

    We do not sell or rent personal information. However, we may share data under the following circumstances:

    • With Authorized Partners: We may share data with custodians, prime brokers, and financial institutions as required for settlement exception resolution.
    • With Service Providers: We may engage third-party vendors to assist in service delivery and security.
    • For Legal Compliance: We may disclose information if required by law or regulatory authorities.

  • Data Security

    We implement industry-standard security measures, including encryption, access controls, and secure data storage, to protect your information from unauthorized access, alteration, or disclosure.

  • Data Retention

    We retain personal and financial data only as long as necessary to fulfill the purposes outlined in this policy and comply with legal obligations.

  • User Rights

    Depending on applicable privacy laws, you may have the right to:

    • Access, update, or delete your personal information.
    • Restrict or object to data processing.
    • Request a copy of your data.
    • Withdraw consent where applicable.

  • International Data Transfers

    If we transfer data internationally, we ensure compliance with relevant privacy laws and implement appropriate safeguards.

  • Third-Party Links

    Our App may contain links to third-party websites or services. We are not responsible for their privacy practices and encourage users to review their privacy policies.

  • Updates to This Policy

    We may update this Privacy Policy periodically. Any changes will be posted with a revised "Effective Date."

  • Contact Us

    For any privacy-related inquiries, please contact us at:

    SmartSettle AI

    support@smartsettle.ai

By using SmartSettle AI, you acknowledge that you have read and understood this Privacy Policy and agree to its terms.