Privacy Policy

Effective Date: July 11, 2024

1. Introduction

Spaces (“we,” “our,” or “us”) is committed to protecting your privacy. This Privacy Policy describes the types of information we collect, how we use it, and your rights regarding your data. By using Spaces (the “Service”), you agree to the terms outlined below.

2. Information We Collect

(a) Personal Information

(b) Financial & Client Data (For Financial Advisors)

(c) Email & Calendar Integrations

If you connect your Google or Microsoft account, we may access email and calendar data to facilitate CRM functions such as scheduling, client communication tracking, automated workflows, and sending emails on your behalf.

We comply with Google and Microsoft security policies, including OAuth authentication and limited scope access.

(d) Usage Data

We collect log data such as IP addresses, browser type, and device information to improve system performance.

(e) Webhooks & API Integrations

We provide webhooks and APIs that allow financial advisors to connect Spaces with third-party applications. Users are responsible for ensuring these connections comply with their regulatory obligations.

(f) Cookies & Tracking Technologies

We use cookies to store user preferences, analyze usage trends, and enhance security.

3. How We Use Your Information

We do not use Google, Microsoft, or any third-party API data to develop, improve, or train generalized AI or ML models.

4. Sharing Your Information

(a) With Service Providers

(b) Legal & Compliance Obligations

We may disclose data as required by law, regulatory authorities, or to protect legal rights.

(c) Business Transfers

If Spaces undergoes a merger, your data may be transferred as part of the transaction.

5. Security of Your Information

6. Compliance & Regulatory Considerations

Spaces serves financial professionals in the United States. We are actively working toward compliance with:

Until compliance is formally achieved, Spaces operates with industry best practices to safeguard financial advisor and client data.

7. User Rights & Data Control

8. Third-Party Links & Integrations

Spaces may link to third-party services and provide APIs for external integrations. Users are responsible for ensuring these connections comply with their legal and regulatory requirements. We are not responsible for the data practices of third-party services.

9. Changes to This Privacy Policy

We may update this policy periodically. Users will be notified of significant changes via email or in-app notifications.

10. Contact Us

For questions regarding this Privacy Policy, please contact: Chase [at] spacesos [dot] com