Planning without oversharing.

WealthPath stores only information needed to provide the planning features you choose. It does not request banking passwords, card credentials or government identifiers.

Account holders may store budgets, debts, goals, assumptions, check-ins and simulation results. Access is separated by authenticated user ownership. Sensitive values are excluded from application logs.

CSV import requires explicit consent. Uploaded rows are validated, descriptions are masked, and imported batches can be deleted. Live bank connections are not implemented.

Users should receive export, correction and deletion controls before public launch. Production deployments must configure encryption, retention schedules, verified subprocessors, incident response and jurisdiction-appropriate privacy notices.

This placeholder requires review by qualified privacy counsel and must include the legal entity, contact details, lawful bases, retention periods and effective date.