Privacy

What the demo request form collects

The contact form on this site asks for your name, firm name, email address and, optionally, a phone number. Nothing else is required, and there is no account to create.

Please do not attach or paste client financial documents into this form. Financial documents belong in the secure intake workflow agreed with your firm.

Where those details go

Contact requests submitted on this site are sent through Formspree, which delivers them to us by email.

Booking a demo takes you to Calendly, which handles the scheduling and collects whatever that booking page asks for.

Website analytics

This marketing site uses Google Analytics to understand how pages are used — which pages are viewed and which buttons are clicked.

We do not pass your name, email address or phone number into analytics. Clicking a booking link is recorded as interest in booking; it is not recorded as a completed booking.

Why we hold this

Two purposes: responding to your inquiry, and understanding how the website is used so we can improve it.

Questions about your data

Write to us about retention, deletion, the processors listed above, or the data-handling terms in a financial-document agreement, and we will answer directly.