Effective Date: March 11, 2026
Briefly Wealth LLC ("Brieflywealth," "we," "us," or "our") operates the Brieflywealth platform, a software-as-a-service application that helps financial advisors prepare for client meetings. This Privacy Policy describes how we collect, use, disclose, and protect information when you use our website, application, and related services (collectively, the "Service").
By accessing or using the Service, you agree to the collection and use of information in accordance with this Privacy Policy. If you do not agree with our practices, please do not use the Service.
Account Information. When you create an account, we collect your name, email address, company or firm name, job title, and other registration details you provide.
Client Documents and Data. The Service allows you to upload, transmit, or otherwise provide documents and data related to your clients, including but not limited to financial statements, account summaries, portfolio data, email correspondence, meeting notes, and CRM records ("Client Data"). Client Data may contain nonpublic personal information ("NPI") as defined under the Gramm-Leach-Bliley Act (15 U.S.C. § 6801 et seq.). You are responsible for ensuring you have the necessary rights, consents, and permissions to provide this Client Data to us for processing, including compliance with any applicable client agreements, advisory contracts, or regulatory obligations.
Usage Data. We automatically collect information about how you interact with the Service, including pages viewed, features used, session duration, browser type, operating system, device identifiers, IP address, and referring URLs.
Cookies and Tracking Technologies. We use cookies, pixels, and similar technologies to maintain sessions, remember preferences, and analyze usage patterns. You may control cookie settings through your browser, though some features of the Service may not function properly without them.
Communications. When you contact us for support, provide feedback, or otherwise communicate with us, we collect the contents of those communications along with any associated metadata.
Biometric Information. The Service does not collect, capture, or otherwise obtain biometric identifiers or biometric information as defined under the Illinois Biometric Information Privacy Act (740 ILCS 14/1 et seq.) ("BIPA"). We do not use facial recognition, voiceprint analysis, fingerprint scanning, or any other biometric technology in the operation of the Service.
We use the information we collect for the following purposes:
The core functionality of the Service involves processing Client Data through third-party artificial intelligence models and services to generate structured meeting preparation materials. By using the Service, you acknowledge and consent to this processing.
We do not use Client Data to train, fine-tune, or otherwise improve general-purpose AI models. Client Data is processed solely for the purpose of delivering the Service to you. Our AI service providers are contractually prohibited from using your Client Data to train their models or improve services for other customers. All AI inputs and outputs are treated as confidential information subject to the protections described in this Privacy Policy.
We select AI service providers whose data handling practices align with our obligations to protect your data. When evaluating providers, we consider whether they maintain recognized third-party security certifications (such as SOC 2 Type II or equivalent) covering security, availability, processing integrity, confidentiality, and privacy controls.
Service Provider Exception Under the GLBA. To the extent that Client Data constitutes nonpublic personal information of your clients as defined under the Gramm-Leach-Bliley Act (15 U.S.C. § 6802(b)(2)), we process such information under the GLBA's service provider exception. Under this exception, financial institutions may provide nonpublic personal information to nonaffiliated third parties to perform services for or functions on behalf of the financial institution, provided that the institution discloses the information sharing and enters into a contractual agreement requiring the third party to maintain the confidentiality of such information. Our agreements with you and with our downstream service providers are designed to satisfy these requirements.
Service Providers. We share information with third-party vendors and service providers who perform services on our behalf, such as cloud hosting, AI processing, analytics, email delivery, and customer support. These providers are contractually obligated to use your information only as necessary to provide their services to us and are bound by confidentiality obligations and data security requirements commensurate with the sensitivity of the information being processed.
Legal Requirements. We may disclose your information if required to do so by law or in the good-faith belief that such action is necessary to comply with applicable laws, respond to a court order or subpoena, or protect the rights, property, or safety of Brieflywealth, our users, or others.
Business Transfers. In connection with any merger, acquisition, financing, sale of assets, or transition of service to another provider, your information may be transferred as part of such a transaction. We will notify you of any such change in ownership or control of your information.
With Your Consent. We may share your information for other purposes with your explicit consent.
We do not sell your personal information to third parties.
We implement commercially reasonable technical and organizational measures designed to protect the information we collect and store, consistent with the administrative, technical, and physical safeguards contemplated under 15 U.S.C. § 6801(b) of the Gramm-Leach-Bliley Act. These measures include encryption of data in transit and at rest, role-based access controls, regular security assessments, and audit logging.
Our information security program is informed by industry-recognized frameworks, including the SOC 2 Trust Services Criteria (security, availability, processing integrity, confidentiality, and privacy). We are actively working toward formal SOC 2 Type II certification and will update this Privacy Policy when that certification is obtained. In the interim, we apply commercially reasonable safeguards aligned with SOC 2 principles and evaluate our critical service providers based on their own security certifications and practices.
However, no method of transmission over the Internet or electronic storage is completely secure, and we cannot guarantee absolute security. In the event of a data breach involving your information, we will notify you in accordance with applicable state and federal data breach notification laws.
We retain your information for as long as your account is active or as needed to provide you with the Service. We may also retain and use your information as necessary to comply with legal obligations, resolve disputes, and enforce our agreements. Client Data may be deleted upon your request, subject to any legal or contractual retention requirements. Upon account termination, we will make Client Data available for export for a reasonable period, after which it will be securely deleted.
Depending on your jurisdiction, you may have certain rights with respect to your personal information, including the right to access, correct, delete, or port your data, as well as the right to object to or restrict certain processing activities. To exercise any of these rights, please contact us at the address below.
You may opt out of promotional emails at any time by following the unsubscribe instructions in those emails. Even after opting out, you will still receive transactional and service-related communications.
For users and clients located in Illinois, we provide the following additional disclosures:
Biometric Information. As stated in Section 1, the Service does not collect biometric identifiers or biometric information as defined under the Illinois Biometric Information Privacy Act (740 ILCS 14/1 et seq.). If this practice changes in the future, we will update this Privacy Policy and obtain all required consents before any collection of biometric data occurs.
Personal Information Protection. We comply with the Illinois Personal Information Protection Act (815 ILCS 530/1 et seq.) with respect to notification obligations in the event of a data breach involving personal information of Illinois residents.
The Service may contain links to third-party websites or services that are not operated by us. We are not responsible for the privacy practices of these third parties. We encourage you to review the privacy policies of any third-party sites you visit.
The Service is not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If we become aware that we have collected personal information from a child without parental consent, we will take steps to delete that information.
We may update this Privacy Policy from time to time. When we do, we will revise the "Effective Date" at the top of this page and, where appropriate, notify you via email or through the Service. Your continued use of the Service after any changes constitutes your acceptance of the updated Privacy Policy.
If you have any questions or concerns about this Privacy Policy or our data practices, please contact us at:
Briefly Wealth LLC
Email: contact@brieflywealth.com
Chicago, Illinois