1. Introduction
Vittedge Technologies (“Vittedge”, “we”, “us”, or “our”) builds software products for financial distribution — Agent CRM, WealthCRM, and Wealth Management. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or use our products.
By using our website or products, you agree to the practices described in this policy. If you do not agree, please discontinue use.
2. Information we collect
- Information you provide: details you submit through forms — such as your name, email address, company, and any message — when you request a demo or contact us.
- Product data: when you use our products, we process the business data you or your organisation enter (for example, contact, portfolio, recruitment, or policy records) on behalf of your organisation.
- Usage & device information: standard technical data such as IP address, browser type, device information, pages viewed, and timestamps, collected to operate and improve our services.
3. How we use your information
- Provide, operate, maintain, and improve our website and products;
- Respond to your enquiries and schedule product demonstrations;
- Send administrative information, updates, and, where permitted, marketing communications;
- Monitor usage, prevent fraud, and ensure the security of our services;
- Comply with legal obligations.
4. How we share information
We do not sell your personal information. We may share information with trusted service providers who help us operate our business (such as hosting, analytics, and communication tools), and only to the extent necessary to perform those services. We may also disclose information where required by law or to protect our rights.
5. Data security
We implement reasonable technical and organisational measures designed to protect your information against unauthorised access, loss, misuse, or alteration. However, no method of transmission or storage is completely secure, and we cannot guarantee absolute security.
6. Data retention
We retain personal information for as long as necessary to fulfil the purposes described in this policy, unless a longer retention period is required or permitted by law. Product data is retained in accordance with our agreement with your organisation.
7. Your rights
Depending on your location, you may have the right to access, correct, update, or delete your personal information, or to object to or restrict certain processing. To exercise any of these rights, contact us using the details below.
If you use one of our apps and wish to close your account, see our Account & Data Deletion page.
8. Cookies
Our website may use cookies and similar technologies to remember your preferences (such as light or dark mode) and to understand how the site is used. You can control cookies through your browser settings; disabling them may affect certain features.
9. Children's privacy
Our website and products are intended for business and professional use and are not directed to children under 16. We do not knowingly collect personal information from children.
10. Changes to this policy
We may update this Privacy Policy from time to time. When we do, we will revise the “Last updated” date at the top of this page. We encourage you to review this policy periodically.
11. Contact us
If you have questions about this Privacy Policy or our data practices, contact us at: