Legal

Privacy Policy

Last updated: June 18, 2026 · Effective: June 18, 2026

This Privacy Notice for AdvisorBrief ("we," "us," or "our") describes how and why we might collect, store, use, and share your information when you use our services ("Services"), including when you visit advisorbrief.ca or use any of our AI brief generation tools.

Questions or concerns? Reading this notice will help you understand your privacy rights and choices. If you do not agree with our policies and practices, please do not use our Services. If you still have questions or concerns, please contact us at info@advisorbrief.ca.

What Information Do We Collect?

Information You Provide to Us

We collect personal information you voluntarily provide when you use our Services. The personal information we collect depends on the context of your interactions with us and the choices you make.

Waitlist. If you join our waitlist, we collect your email address. This is the only personal information we collect and retain on an ongoing basis.

Advisor profile (onboarding). When you use our brief generation tools, we ask you to configure an advisor profile. This includes: your professional role (e.g., Financial Advisor, Wealth Manager, Portfolio Manager, Private Banker, Associate Advisor, Investment Advisor), client segment type, assets under management (AUM) range, advisory approach or focus, currency preference, jurisdiction, and optionally your firm name. If you are not signed in, this profile stays in your browser only and is not transmitted to our servers. If you sign in, your profile is saved to your account so the tools remember your preferences between sessions; it is then associated with your account and stored in our database in the Canada (Central) region.

Account and sign-in. You may create an account by signing in with Google. When you do, we receive your email address and basic profile information from your sign-in provider to identify your account. We use this only to operate your account and to associate it with your saved advisor profile.

Cookies and Tracking

We do not use advertising or tracking cookies, tracking pixels, advertising networks, or third-party web analytics tools. We keep anonymous, aggregate product counters (for example, how many briefs were generated in a day, or how many users said a brief was for a real upcoming meeting) so we can tell whether the product is working. These counters are totals only: they contain no identifiers, no IP addresses, and no brief content, and they cannot be linked back to you. When you sign in, we set a single strictly-necessary, http-only session cookie to keep you signed in; it is not used to track you. We also use your browser's local storage to remember preferences such as your theme. We do not collect your device's location, biometric data, social media identifiers, or any information from third-party platforms.

How Do We Process Your Information?

We process your information to provide, improve, and administer our Services, to communicate with you, and to comply with law.

Waitlist email. We use your email address to contact you about early access, product updates, and the full launch of AdvisorBrief. We do not sell, rent, or share your email address with third parties for marketing purposes.

Brief generation. When you submit information into one of our brief generation tools, that input is transmitted to Anthropic's API to generate a structured brief. The information is processed in real time and immediately discarded. We do not log, store, or retain brief inputs or outputs on our servers.

Legitimate interests. We may process your information where we believe it is reasonably necessary to achieve our legitimate business interests and those interests do not outweigh your interests and fundamental rights and freedoms. For example, we may analyze aggregate, anonymized usage patterns to improve the quality of our tools.

Third-Party Client Data

AdvisorBrief is a professional tool used by financial advisors and other financial professionals. When using our brief generation tools, users may input personal and financial information about their own clients or prospects. This information is entered by the user, processed in real time through our AI provider, and immediately discarded.

AdvisorBrief does not store, retain, or use this third-party client data for any purpose other than generating the requested brief. Users are solely responsible for ensuring they have appropriate authorization to input third-party personal information into AdvisorBrief, including compliance with applicable privacy laws and any obligations to their clients.

The types of third-party information that may be entered include, but are not limited to: client names or identifiers, financial data (net worth, investable assets, portfolio value, income, liabilities), professional information (employer, role, industry), demographic information (age range, marital status, dependents, tax filing status), estate planning details, and investment history and preferences. None of this information is retained after the brief is generated.

When and with Whom Do We Share Your Information?

We may need to share your personal information in the following situations:

AI Service Provider. Brief input data is transmitted to Anthropic, Inc. to generate AI-powered outputs. Anthropic processes this data in accordance with their own privacy policy and terms of service. Anthropic does not use API input data to train their models by default. See anthropic.com/privacy for details.
Hosting Provider. Our Services are hosted by Vercel, Inc. Standard web server access logs (such as IP addresses and request timestamps) may be processed by Vercel. See vercel.com/legal/privacy-policy for details.
Database Provider. If you create an account, your account email and advisor profile are stored with Supabase, our managed database provider, in the Canada (Central) region. See supabase.com/privacy for details.
Authentication Provider. When you sign in with Google, Google processes your sign-in and provides us your email and basic profile information to identify your account. See policies.google.com/privacy for details.
Legal obligations. We may disclose your information where required to do so by law or in response to valid requests by public authorities.
Business transfers. We may share or transfer your information in connection with, or during negotiations of, any merger, sale of company assets, financing, or acquisition of all or a portion of our business by another company.

We do not sell your personal information. We do not share your information with advertising networks, data brokers, or social media platforms.

Do We Use Artificial Intelligence?

Yes. AdvisorBrief uses AI-assisted features for its core brief generation functionality. We use Anthropic's Claude AI models to process the information you enter in our tools and generate structured advisory briefs.

AI Service Provider: Anthropic, Inc. (San Francisco, California, USA).

Purpose: Brief generation based on information you provide about yourself and about your clients or prospects.

Data handling: Input data sent to Anthropic is processed and then discarded. It is not retained by AdvisorBrief. Anthropic's data retention and usage practices are governed by their API usage policies. Anthropic does not use inputs submitted via the API to train their models.

We take reasonable steps to use AI responsibly and to be transparent about how AI-generated content is produced. The outputs generated by our tools are advisory in nature and do not constitute financial, legal, tax, or investment advice.

How Long Do We Keep Your Information?

Brief input data: Not retained. Brief inputs are processed in real time and immediately discarded after the output is generated. We do not store brief inputs or outputs on our servers.

Waitlist email addresses: Retained until you request removal. You may request deletion at any time by emailing info@advisorbrief.ca.

Advisor profile data: If you are not signed in, your profile stays in your browser only and is never sent to our servers. If you sign in, your profile is stored with your account until you delete it or ask us to close your account. To request removal, email info@advisorbrief.ca.

Account data: Retained for as long as your account is active. When you close your account or request deletion, we remove your account and profile data.

Security and audit records: We keep a minimal log of key account events (such as sign-in, profile updates, and account deletion) for security, integrity, and fraud-prevention purposes. These records are not used for any other purpose, are never sold or shared for marketing, and a record of an account deletion is retained after the account is removed so we can demonstrate the deletion took place.

When we have no ongoing legitimate business need to process your personal information, we will either delete or anonymize such information.

How Do We Keep Your Information Safe?

We have implemented appropriate technical and organizational security measures designed to protect the security of any personal information we process. These include HTTPS encryption for all data in transit, strict Content Security Policy headers, and limiting the collection of personal data to what is necessary for our Services.

However, despite our safeguards and efforts to secure your information, no electronic transmission over the Internet or information storage technology can be guaranteed to be 100% secure. We cannot promise or guarantee that hackers, cybercriminals, or other unauthorized third parties will not be able to defeat our security and improperly collect, access, steal, or modify your information.

You should only access the Services within a secure environment.

Do We Collect Information from Minors?

We do not knowingly solicit data from or market to children under 18 years of age. AdvisorBrief is a professional tool designed for use by financial industry professionals. If you become aware that a child has provided us with personal information, please contact us at info@advisorbrief.ca.

What Are Your Privacy Rights?

Depending on your location, you may have certain rights regarding your personal information. These may include the right to:

Request access to and a copy of the personal information we hold about you
Request correction of inaccurate personal information
Request deletion of your personal information
Object to the processing of your personal information
Request restriction of the processing of your personal information
Request portability of your personal information
Withdraw consent where processing is based on consent

To exercise these rights, please contact us by emailing info@advisorbrief.ca.

We will respond to your request within the timeframe required by applicable law. We may need to verify your identity before processing your request.

Controls for Do-Not-Track Features

Most web browsers and some mobile operating systems and mobile applications include a Do-Not-Track ("DNT") feature or setting you can activate to signal your privacy preference not to have data about your online browsing activities monitored and collected. We do not currently respond to DNT browser signals or any other mechanism that automatically communicates your choice not to be tracked online, because we do not engage in tracking.

Similarly, we honor the Global Privacy Control (GPC) signal where required by applicable law. Because we do not sell personal data or use it for targeted advertising, the GPC signal does not require any change in our data practices.

Do US Residents Have Specific Privacy Rights?

Depending on the state where you reside, you may have additional privacy rights under applicable US state privacy laws, including but not limited to:

California: California Consumer Privacy Act (CCPA) / California Privacy Rights Act (CPRA)
Colorado: Colorado Privacy Act (CPA)
Connecticut: Connecticut Data Privacy Act (CTDPA)
Virginia: Virginia Consumer Data Protection Act (VCDPA)
Utah: Utah Consumer Privacy Act (UCPA)
Texas, Florida, Montana, Oregon, and other states with enacted privacy legislation

Categories of personal information collected

In the preceding 12 months, we have collected the following categories of personal information:

Identifiers (email address for waitlist and, if you sign in, your account email)
Professional or employment-related information (role, firm name, AUM range)
Inferences (advisor profile preferences derived from onboarding)
Sensitive personal information entered by users about third parties (see Section 3)

Your California rights

California residents may request: (1) the categories and specific pieces of personal information we have collected; (2) the categories of sources from which personal information is collected; (3) our business or commercial purpose for collecting personal information; (4) the categories of third parties with whom we share personal information; and (5) deletion of personal information. We do not sell or share personal information for cross-context behavioral advertising.

How to submit a request

Submit a verifiable consumer request by emailing info@advisorbrief.ca. We will respond within 45 days as required. You may designate an authorized agent to make a request on your behalf.

We will not discriminate against you for exercising any of your CCPA rights.

Do Canadian Residents Have Specific Privacy Rights?

AdvisorBrief is operated from Canada and is subject to the Personal Information Protection and Electronic Documents Act (PIPEDA) and, where applicable, Quebec's Act Respecting the Protection of Personal Information in the Private Sector (Law 25).

Under PIPEDA and Law 25, Canadian residents have the right to access personal information we hold about them, request correction of inaccurate information, withdraw consent to collection or use, and file a complaint with the Office of the Privacy Commissioner of Canada (OPC) or the Commission d'acces a l'information (CAI) in Quebec.

We are committed to responding to privacy requests within 30 days. To exercise your rights, contact us at info@advisorbrief.ca.

Quebec residents also have the right to be informed about the use of automated decision-making and to request human review of decisions made by automated means. AdvisorBrief's brief generation tools do not make binding decisions about individuals; outputs are advisory content generated for professional use only.

Do Other Regions Have Specific Privacy Rights?

EEA, UK, and Switzerland

If you are located in the European Economic Area (EEA), United Kingdom, or Switzerland, you have rights under the EU General Data Protection Regulation (GDPR), UK GDPR, and the Federal Act on Data Protection (FADP) respectively. These include the rights listed in Section 9 above.

Our legal bases for processing personal information are:

Consent (providing your email address for the waitlist)
Legitimate interests (improving our Services, ensuring security)
Legal obligation (complying with applicable law)

If you believe we are unlawfully processing your personal information, you have the right to lodge a complaint with your local data protection supervisory authority.

International Data Transfers

Our Service Provider, Anthropic, Inc., is based in the United States. If you access our Services from the EEA, UK, or Switzerland, your information may be transferred to and processed in the United States, which may not provide the same level of data protection as your home jurisdiction.

Where we transfer personal data from the EEA or UK to a country not deemed adequate by the European Commission or UK ICO, we rely on Standard Contractual Clauses (SCCs) as adopted by the European Commission or the International Data Transfer Agreement (IDTA) for UK transfers, as applicable.

For more information about the safeguards in place for international transfers, please contact us at info@advisorbrief.ca.

Do We Make Updates to This Notice?

We may update this Privacy Notice from time to time. The updated version will be indicated by an updated "Last updated" date at the top of this page. If we make material changes to this Privacy Notice, we may notify you either by prominently posting a notice of such changes or by directly sending you a notification. We encourage you to review this Privacy Notice frequently to be informed of how we are protecting your information.

How Can You Contact Us?

If you have questions or comments about this notice, you may contact us by email at info@advisorbrief.ca.

Mailing address:
AdvisorBrief
Vancouver, British Columbia, Canada

To review, update, or delete the data we collect from you, please contact us at info@advisorbrief.ca.