Charting Compass Privacy Policy

Your data privacy and security are paramount to our business operations and client relationships. Charting Compass is committed to protecting your personal and financial information through comprehensive privacy practices and industry-leading security measures.

Introduction

Last Updated: October 26, 2023

This Privacy Policy outlines how Charting Compass, located at 4502 Baywater Lane N, Suite 700, Tampa, FL, 33602, USA, collects, uses, maintains, and discloses information collected from users (each, a "User") of the chartingcompass.com website ("Site") and all products and services offered by Charting Compass. This policy applies to all Charting Compass services, affirming our commitment to data protection and your privacy rights. For any inquiries regarding this policy, please contact us at [email protected].

Our practices are built on a foundation of transparency and security to ensure your complete confidence in Charting Compass as your trusted fintech partner.

Abstract representation of secure data flow, embodying data protection and regulatory compliance
A secure digital environment where data integrity is paramount.

Information We Collect and How We Use It

Charting Compass collects various types of information to provide and improve our services, ensuring a seamless and secure experience for our clients. Below is an overview of the data we collect and its primary uses, all processed on a lawful basis.

We collect personal identifiers such as names, email addresses, phone numbers, and professional details (company name, job title) when you register for our services, subscribe to newsletters, or engage with our support channels. This data is used for account management, communication, and to personalize your service experience.

For services involving financial analysis or dashboard creation, we may process financial transaction records, account information (masked), and trading activity data. This is strictly used for the purpose of delivering the contracted financial software solutions and insights, never for unauthorized access or distribution. All financial data is handled with the highest level of encryption and diligence.

We automatically collect technical data, including IP addresses, browser type, operating system, referral sources, and website usage patterns. This information helps us optimize our services, diagnose technical issues, and improve user experience. It also provides insights for product development and performance monitoring.

Infographic showing secure data flow from various sources to a central, protected database
Visualizing the secure and controlled flow of collected data.

How We Protect Your Information

The security of your data is a cornerstone of Charting Compass's operations. We employ a multi-layered approach to protect your information against unauthorized access, alteration, disclosure, or destruction.

Encryption Standards

Utilizing AES-256 for data at rest and TLS 1.3 for data in transit, ensuring robust cryptographic protection for all sensitive information.

Access Controls & MFA

Implementing strict role-based access controls and mandatory multi-factor authentication to limit data access to authorized personnel only.

Continuous Monitoring

24/7 threat detection, vulnerability assessments, and rapid incident response protocols to proactively identify and mitigate security risks.

Third-Party Security

Rigorous vendor due diligence and contractual agreements ensure that any third-party processors adhere to our stringent security and privacy standards.

Compliance & Certification

SOC 2 Type II certified data handling and adherence to GDPR, CCPA, and broader financial industry privacy regulations demonstrate our commitment.

Employee Training

All Charting Compass employees undergo regular, mandatory privacy and security awareness training to maintain a culture of data protection.

Digital lock icon surrounded by glowing lines, representing robust data security and a secure network
Multi-layered security protocols ensuring your data's integrity and confidentiality.

Your Privacy Rights and Controls

Charting Compass fully respects your rights regarding your personal information. We provide mechanisms for you to exercise these rights transparently and efficiently.

  • Right to Access

    You have the right to request copies of the personal information we hold about you. We will provide this information in a clear and concise format upon verifiable request.

  • Right to Rectification

    You can request the correction of inaccurate or incomplete personal data we hold about you. We are committed to maintaining accurate client records.

  • Right to Erasure (Right to be Forgotten)

    In certain circumstances, you have the right to request the deletion of your personal information from our systems. This right is subject to legal and regulatory obligations.

  • Right to Data Portability

    You can request to receive your personal data in a structured, commonly used, and machine-readable format, and have the right to transmit that data to another controller.

  • Opt-Out Procedures

    You have the ability to opt out of certain data processing activities, particularly marketing communications. Clear instructions are provided within our communications.

Policy Updates and Contact Information

Charting Compass may update this Privacy Policy periodically to reflect changes in our practices or legal requirements. We will notify you of any significant changes by posting the new policy on this page and updating the "Last Updated" date.

We encourage you to review this Privacy Policy frequently for any updates. Your continued use of our services after any changes signifies your acceptance of the revised policy.

Contact Our Privacy Team:
  • Email: [email protected]
  • Phone: (813) 936-7241
  • Address: 4502 Baywater Lane N, Suite 700, Tampa, FL, 33602, USA

If you have any questions or concerns about our data protection practices, please do not hesitate to contact us. We are here to ensure your confidence in Charting Compass.