Privacy Policy
Softviewpoint Inc. is committed to protecting the privacy of visitors, prospective clients, and existing clients. This Privacy Policy explains how we collect, use, disclose, and retain personal information in connection with our advisory, implementation, and monitoring services for capital allocation. The policy applies to data collected through our website, client intake, secure intake endpoints, email correspondence, and operational integrations. We process personal data to provide services, communicate with you, meet contractual obligations, and to respond to regulatory or legal requests. We limit collection to information reasonably necessary for these purposes and apply technical and organizational measures to protect data confidentiality and integrity. This policy describes your rights and how to contact us about data matters. Our data controller is Softviewpoint Inc., a U.S. company operating from 510 Market St, Suite 200, San Francisco, CA 94104, United States.
Information we collect and why
We collect information necessary to evaluate client needs, provide advisory services, manage engagements, and maintain secure operational integrations. Common categories of data we collect include contact details (name, email, phone), organizational affiliation and role, engagement-related information (mandate, portfolio telemetry, custodial identifiers), transaction metadata when applicable, and technical data collected through website cookies and server logs. We also receive information you provide in proposals, intake questionnaires, and during workshops. We use this information to scope and perform services, prepare deliverables, maintain client records, comply with contractual and legal obligations, and communicate about service status and governance events. We strive to collect only what is necessary and to annotate sensitive portfolio telemetry so that access is appropriately restricted. When detailed portfolio data is required for diagnostics, we will request explicit client consent and offer secure, encrypted ingestion channels and nondisclosure arrangements prior to intake.
Cookies, tracking, and third-party processors
Our website uses essential cookies and lightweight analytics to monitor availability and to help us improve site navigation. Non-essential cookies are only set when you accept them via the cookie consent control. Essential cookies support security, login and session integrity. Analytics cookies provide aggregated, anonymous usage information for performance and product decisions. We rely on third-party processors for certain services such as secure forms, email delivery, cloud hosting, and analytics. These processors act on our instructions and are contractually required to maintain appropriate safeguards. We do not sell personal data. When we disclose data to service providers, we restrict use to defined purposes covered by agreements that require confidentiality and security. In some circumstances we may disclose information to comply with legal obligations or to protect the rights and safety of our company, clients, or the public. Where cross-border transfers are necessary, we use contractual protections and mechanisms recognized by applicable law to ensure a comparable level of protection.
Data retention, security, and your rights
We retain personal information only as long as necessary to fulfill the purposes for which it was collected, to satisfy contractual and legal obligations, and to resolve disputes. Retention periods vary depending on the nature of the record and applicable law; typical retention for engagement records is several years after termination to satisfy regulatory and contractual recordkeeping. We implement reasonable technical and organizational measures to protect personal information, including access controls, encryption for data-at-rest and in transit where appropriate, role-based permissions, and periodic audits of our processing activities. You have rights concerning your personal information, subject to legal exceptions: the right to access, rectify, restrict processing, object to processing (where applicable), request erasure, and to receive a copy of data in a portable format. To exercise these rights or to receive further details on retention programs, contact our privacy team using the details below. We will respond to verified requests in line with applicable legal timeframes.
Contact and updates
If you have questions about this Privacy Policy or our data practices, or if you wish to exercise your privacy rights, contact Softviewpoint's privacy contact at: Softviewpoint Inc., 510 Market St, Suite 200, San Francisco, CA 94104, United States; phone +1 (415) 555-0134; email [email protected]. We may update this policy to reflect operational changes or legal requirements; material changes will be posted on this page with an updated effective date. For specific requests regarding secure data transfer or to request a secure intake endpoint for portfolio telemetry, please indicate your organization and engagement context and we will respond with recommended secure channels and nondisclosure steps when required.