Privacy Policy

Pareto may collect account and contact information, household and goal information, connected financial data you authorize, uploaded records, product interactions, device and log information, communications, and decisions or permissions recorded in the service.

Information is used to provide and secure the service, build projections, personalize workflows, reconcile sources, support users, measure performance, prevent abuse, satisfy legal obligations, and improve product reliability.

Financial information is accessed through authorized connections and service providers. Pareto does not ask for your bank password in ordinary support communications. Permissions for analysis, sharing, and execution are treated separately.

Information may be shared with infrastructure, authentication, connectivity, analytics, support, and professional service providers under contractual restrictions; with people you authorize; for a corporate transaction; or when required to protect rights, safety, or comply with law. Pareto does not sell personal information for money.

Pareto uses administrative, technical, and organizational safeguards appropriate to the sensitivity of the information. No system is perfectly secure. Information is retained only as reasonably needed for the service, legal obligations, disputes, security, and legitimate business records.

Depending on location, you may request access, correction, deletion, portability, restriction, or information about disclosures. You may disconnect sources and manage household sharing, though legal or security records may need to be retained.

The site may use essential storage and limited analytics to operate, secure, and understand the service. You may manage browser settings and unsubscribe from non-essential communications.

Pareto is not directed to children under 13. Material policy changes will update the effective date and may receive additional notice. Submit privacy questions or rights requests through the private contact path.