Privacy Policy | Holdings

Overview

Holdings Financial Technologies Inc. ("Holdings", "we", or "us") provides an online platform to assist with the management of your company's assets. This Privacy Policy describes how we handle personal information that we collect through our website and services.

How Data is Collected and Stored

Information You Provide

Contact and account information: Your name, address, date of birth, photo ID, social security number, email, phone number, and login credentials.
Feedback and correspondence: Information you provide when you contact us with questions, feedback, or support requests.
Usage information: How you use our Services and interact with us, including content you upload.
Marketing preferences: Your preferences for receiving communications about our activities and promotions.

Information from Third Parties

Social media: When you interact with our pages on social platforms like LinkedIn or Facebook.
Third-party login: When you connect with Google, Facebook, or Apple, we receive registration and profile information as authorized by you.
Other sources: Marketing partners, publicly-available sources, and data providers.

Automatic Data Collection

We automatically collect:

Device data: Operating system, browser type, IP address, device type, and general location.
Online activity: Pages viewed, browsing history, navigation paths, and email engagement.

We use cookies, local storage, and web beacons for this collection. See our Cookie Policy for details.

Who Has Access to Your Data

Your data may be shared with:

Holdings team: Our employees who need access to provide and improve our services.
i3 Bank (Banking Partner): As our banking partner, i3 Bank receives necessary information to provide FDIC-insured banking services.Learn more
Service providers: Third parties that help us operate (hosting, analytics, email delivery, identity verification).
Advertising partners: For marketing purposes, with your consent where required.
Professional advisors: Lawyers, auditors, and insurers as necessary.
Law enforcement: When required by law or to protect rights, privacy, safety, or property.

How Data is Encrypted

We protect your data with industry-standard security measures:

In transit: All data transmitted between your device and our servers is encrypted using TLS 1.3.
At rest: Stored data is encrypted using AES-256 encryption.
Access controls: Role-based access ensures employees only see data necessary for their job.
Regular audits: Our systems are SOC 1 Type II certified, with independent auditors verifying our security practices annually.

For more details, see our Security & Compliance page.

Your Rights

You have the following rights regarding your personal data:

Access: Request a copy of the personal data we hold about you.
Correction: Request correction of inaccurate or incomplete data.
Deletion: Request deletion of your personal data, subject to legal requirements.
Export: Request a portable copy of your data in a machine-readable format.
Opt-out: Opt out of marketing communications at any time via the unsubscribe link in our emails.
Restrict processing: Request that we limit how we use your data in certain circumstances.

To exercise these rights, contact us at privacy@getholdings.com.

Third-Party Integrations

Holdings integrates with popular business tools to streamline your financial management:

QuickBooks: Sync transactions and accounting data for seamless bookkeeping.
Xero: Connect your Xero account to import and export financial data.
Plaid: Securely link external bank accounts for transfers and account verification.

When you connect a third-party service, you authorize Holdings to access and share data as necessary to provide the integration. Each third-party service has its own privacy policy governing your data.

Online Tracking Opt-Out

You can limit online tracking in several ways:

Browser settings: Most browsers let you block or delete cookies.
Mobile settings: Limit advertising ID use in your device settings.
Privacy browsers: Use privacy-focused browsers like Brave or install plugins like Privacy Badger, DuckDuckGo, or Ghostery.
Platform opt-outs: Opt out on Facebook, Google, LinkedIn, and Twitter via their privacy settings.
Industry opt-outs: Use the Digital Advertising Alliance's opt-out tool at optout.aboutads.info.