Privacy Policy

Overview

Plannetic provides a secure, FCA-aligned platform for regulated advisers. We collect only the data required to deliver the service, improve performance, and meet regulatory obligations. This policy explains what we collect, why we collect it, and how it is protected.

Data we collect

• Account data: name, work email, firm details, and role.
• Client data: suitability, risk, cash flow inputs, and review notes entered by advisers.
• Usage data: audit trails, activity logs, and system events for compliance.
• Technical data: IP address, browser, and device data to keep the platform secure.

How we use data

• Deliver platform features and enable collaboration within your firm.
• Support FCA compliance through audit trails and evidence capture.
• Improve platform reliability, performance, and user experience.
• Provide security monitoring and fraud prevention.

Data sharing

We never sell personal data. We only share data with vetted subprocessors that help us operate the platform, such as hosting, analytics, and support tooling. All subprocessors are contractually bound to protect data and comply with GDPR.

Retention

Data is retained for as long as your firm has an active account or as required by regulation. You can export or delete data where permitted by your regulatory obligations.

Your rights

You have the right to access, correct, or request deletion of your personal data. Contact us using the details below and we will respond within one business day.

Email: privacy@plannetic.com