1. Information We Collect

We only collect information necessary to provide and secure the Services:

• Account Information: Name, professional email address, optional mobile phone number (used solely for account security, multi-factor authentication, and appointment notifications), and encrypted credentials provided during registration.
• Session and Access Tokens: Autogenerated security tokens stored locally on your device via SecureStore to maintain account login.
• Generative Inputs: Prompts, spreadsheets, financial metrics, and documents you upload to query the AI assistant ("Cool-Pal") or canvas workflow interfaces.
• Technical and WebView Logs: IP address, device properties, operating system version, and application performance metrics.

2. Zero-Trust Data Architecture & Security

We implement a strict Zero-Trust privacy model to safeguard your data. All Personally Identifiable Information (PII) is isolated into a separate, cryptographically protected vault database schema. We enforce Row-Level Security (RLS) policies and database access controls on Supabase to ensure that only authorized administrative staff and assigned professional consultants can ever query or manage client profiles. All data is encrypted in transit via Transport Layer Security (TLS/HTTPS).

3. AI Processing & Third-Party Disclosure

To fulfill your analytical requests, generative inputs are processed through secure API endpoints (including Google Gemini and Anthropic Claude models). Under our service agreements, your data is processed dynamically and is **not** used by third-party model developers to train public AI models. We do not sell, lease, or distribute your personal or financial records to third-party advertisers.

4. Mobile Messaging & SMS Privacy (Strict Non-Sharing Policy)

Warren & Associations, LLC is deeply committed to protecting consumer privacy. If you choose to provide your mobile telephone number and opt in to receive text messages from us:

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties under any circumstances.

Mobile phone numbers collected for SMS notifications and multi-factor authentication are used strictly for service-related communications. You may opt out of SMS communications at any time by replying STOP to any text message or by contacting us directly.

5. Regulatory Compliance & Financial Privacy

As a wealth management platform administered by Warren & Associations, LLC, we comply with the Gram-Leach-Bliley Act (GLBA) regarding the protection of non-public personal financial information. Depending on your jurisdiction (such as California or the EU), you may have the right to request access to, correction of, or deletion of the personal data we hold.

6. Contact Information

If you have questions about this Privacy Policy or our data protection protocols, please contact us at:
Warren & Associations, LLC
Email: admin@wagents.app
Phone / SMS Inquiries: +1 (817) 646-0588