Privacy Policy

Effective Date: Mar.15/2025

1. Introduction

Synergy Wealth Partners ("SWP," "we," "us," or "our") values the trust of our clients and financial professionals. This Privacy Policy explains how we collect, use, share, and protect your personal information when you engage with our services, website, and digital platforms, including Pocket Finance and CloudTax.

By using our services, you consent to the data practices described in this policy. If you do not agree, please refrain from using our services.

2. Information We Collect

a) Information from Clients

Personal Details: Name, email, phone number, address.
Financial Information: Income, expenses, assets, liabilities, and financial goals.
Transactional Data: Payments made for services, subscriptions, and referrals.
Communication Data: Messages exchanged through our secured chat services.

b) Information from Financial Professionals (Advisors & Coaches)

Professional Details: Name, business information, licensing details (if applicable).
Client Engagement Data: Interactions with clients through Pocket Finance.
Referral & Revenue Data: Leads, conversions, and commissions earned.

c) Automatically Collected Data

Website Usage: IP address, device type, browser type, and interaction logs.
Cookies & Tracking: Analytics tools to improve our user experience.

3. How We Use Your Information

We use collected data to:

Provide financial coaching and advisory services.
Facilitate secure communication between clients and advisors.
Deliver personalized financial insights and reports.
Process payments and subscription fees.
Improve our platforms, tools, and user experience.
Monitor referrals and revenue-sharing agreements.
Maintain security, prevent fraud, and comply with legal obligations.

4. How We Share Your Information

We do not sell your personal information. However, we may share data in the following ways:

Who We Share WithPurpose

Financial ProfessionalsTo facilitate client-advisor collaboration and service delivery.

Technology PartnersTo integrate third-party tools like Pocket Finance and CloudTax.

Payment ProcessorsTo handle payments securely.

Legal & Compliance AuthoritiesWhen required by law or to protect against fraud.

Advisors and professionals using our platform are bound by confidentiality agreements and cannot misuse client data.

5. Data Security Measures

We take privacy and security seriously. Our protections include:

End-to-end encryption for sensitive financial data.
Multi-factor authentication (MFA) for platform access.
Regular security audits and compliance checks.
Restricted access to personal data, ensuring only authorized personnel can view it.

6. Data Retention & Your Rights

a) How Long We Keep Your Data

We retain data for as long as necessary to provide services, comply with regulations, or resolve disputes. If you terminate your account, we may retain limited information for legal and operational purposes.

b) Your Rights

You have the right to:

Access the personal data we hold about you.
Request corrections to incorrect or outdated information.
Withdraw consent for marketing communications.
Request deletion of your data (subject to legal limitations).

To exercise these rights, contact us at [Insert Contact Email].

7. Third-Party Services & Links

Our platform may link to third-party financial tools and partner websites. We are not responsible for their privacy policies, so we encourage users to review them separately.

8. Updates to This Privacy Policy

We may update this Privacy Policy periodically to reflect new services, legal requirements, or security improvements. Significant changes will be communicated via email or platform notifications.

Last Updated: Mar.15/2025

9. Contact Information

If you have questions about this Privacy Policy or data practices, please contact:

Synergy Wealth Partners
Email: hello@synergywealthpartner.com