Specified, explicit and legitimate purpose for data collection:
Finpace's onboarding and other custom modules clearly identify required data from prospects and clients.
We also make it easy to completely purge data from Finpace, simply reach out and we’ll do it for you IF you meet guidelines for legal disposal AND you are an approved compliance officer/firm admin with express permission to complete such request.
Relevant data, limited to only what is necessary in relation to it’s purpose:
Finpace's onboarding module ONLY collects relevant information to execute a compliant client enrollment. We allow your prospects and clients to electronically sign enrollment documents, proving consent for data collected.
Personal data should be processed securely; furthermore, in a manner that is appropriate to the sensitivity of such data.
Finpace provides a high level of data encryption to all members, ensuring that all customer information is perpetually stored in a secured database.
We utilize state-of-the-art hacker prevention protocol to prevent access to our network. We continually update our anti-virus and malware prevention systems to keep you, your prospects and your clients safe.