This Privacy Policy explains how purepofo advisor processes professional-user and workspace data in support of institutional wealth-management workflow.
Last updated: May 30, 2026
Controller
Dr. Hazem Hamoudia Management Consulting, Munich, Germany
This Privacy Policy explains how we process personal data when professional users access the website, create accounts, use advisor workspaces, or contact us.
2. Categories of Data We Process
2.1 Account and organization data
This may include name, email address, organization, login identifiers, subscription details, and account preferences.
2.2 Workflow and workspace data
This may include mandate inputs, allocation settings, shortlist notes, research workflow content, construction decisions, monitoring items, and client-report preparation data entered by authorized users.
2.3 Technical and usage data
We may process IP address, browser type, device information, logs, page interactions, and performance diagnostics needed to operate and secure the service.
2.4 Communications
If you contact us, we may process the information contained in your request and our related correspondence.
3. Why We Process Data
3.1 Contract and service delivery
We process data to create and manage accounts, provide subscriptions, maintain advisor workspaces, and deliver requested product functionality.
3.2 Security and platform reliability
We process data to authenticate users, detect misuse, protect the service, troubleshoot issues, and improve platform stability.
3.3 Legal obligations
We may process data where necessary to meet accounting, tax, security, or other legal obligations.
3.4 Legitimate interests
We may process data to improve product performance, understand service adoption, and protect our legal interests, while taking user rights into account.
4. Recipients and International Transfers
4.1 Service providers
We may share data with carefully selected providers supporting hosting, authentication, payments, infrastructure, analytics, and communications.
4.2 Organizational responsibility
Where a workspace is used on behalf of an organization, that organization remains responsible for its own professional and client-data obligations.
4.3 International transfers
If data is transferred outside the EEA, we use appropriate safeguards such as adequacy decisions or Standard Contractual Clauses where required.
5. Retention, Security, and Rights
5.1 Retention
We retain personal data only as long as necessary for the purposes described here, for support and contractual needs, and for mandatory legal retention obligations.
5.2 Security
We use reasonable technical and organizational measures, including access controls, secure infrastructure, and monitoring, to protect personal data.
5.3 Data subject rights
Where applicable, you may have rights of access, rectification, erasure, restriction, objection, and data portability under data-protection law.