AdvisorOS Privacy Policy

Last Updated: June 4, 2025

AdvisorOS LLC ("AdvisorOS," "we," "us," or "our") is committed to protecting the privacy and security of our users' information. This Privacy Policy describes how we collect, use, share, and protect information when you use our AI-powered automation platform and services.

1. Information We Collect

Information You Provide

• Account Information: Name, email address, company name, and contact details when you register
• Meeting Data: Meeting recordings, transcripts, and notes from integrated platforms (Zoom, Microsoft Teams)
• Integration Credentials: OAuth tokens and API keys for connected services (with your explicit consent)

Information Collected Automatically

• Usage Data: Features used, meeting durations, automation workflows executed
• Log Data: IP addresses, browser type, access times, and referring pages
• Device Information: Operating system, device type, and unique device identifiers

2. How We Use Your Information

We use collected information to:

• Provide and improve our AI meeting intelligence services
• Generate meeting summaries, action items, and compliance documentation
• Integrate with your authorized third-party services (Redtail CRM, Orion, etc.)
• Ensure platform security and prevent fraud
• Comply with legal obligations and regulatory requirements
• Communicate with you about service updates and support

3. Information Sharing

We do not sell, rent, or trade your personal information. We may share information:

• With Your Consent: When you explicitly authorize sharing with integrated services
• Service Providers: With vendors who assist in operating our platform (hosting, analytics)
• Legal Requirements: When required by law, regulation, or legal process
• Business Transfers: In connection with a merger, acquisition, or sale of assets

4. Data Security

We implement industry-standard security measures including:

• Encryption in transit (TLS 1.3) and at rest (AES-256)
• Access controls and authentication mechanisms
• Regular security assessments and monitoring
• Secure data centers with physical security controls

5. Data Retention

• Meeting Data: Retained according to your configured retention policy (default: 5 years for SEC compliance)
• Account Data: Retained for the duration of your account plus 90 days after closure
• Usage Logs: Retained for 12 months for security and troubleshooting

6. Your Rights and Choices

You have the right to:

• Access, correct, or delete your personal information
• Export your data in a portable format
• Opt-out of non-essential communications
• Configure data retention settings
• Revoke integration permissions at any time

7. AI and Machine Learning

8. Compliance

AdvisorOS is designed to support compliance with:

• SEC recordkeeping requirements
• FINRA regulations
• GDPR (for EU users)
• CCPA (for California residents)
• SOC 2 Type II standards (in progress)

9. Children's Privacy

Our services are not directed to individuals under 18. We do not knowingly collect information from children.

10. Changes to This Policy

We may update this Privacy Policy periodically. We will notify you of material changes via email or platform notification.

11. Contact Us