Effective Date
March 11, 2025
NexVest ("we," "our," or "us") is committed to protecting the privacy and security of our clients' personal information. This Privacy Policy outlines how we collect, use, and safeguard your data when using our services, including our proprietary AI algorithm, Invexis. By using our services, you agree to the terms of this Privacy Policy.
Information We Collect
We collect the following types of information to provide and improve our services:
Personal Information: Includes your name, address, email address, phone number, and financial information.
Financial Information: Includes details of your investments, trading history, and portfolio preferences.
Usage Data: Includes information about how you interact with our platform, such as login times, pages visited, and other activity within the NexVest platform.
Technical Data: Includes your IP address, browser type, device information, and other technical details that help us improve our services.
How We Use Your Information
We use the collected information for the following purposes:
Investment Management: To create and manage personalized investment strategies using the Invexis AI algorithm.
Customer Support: To respond to inquiries, address concerns, and offer support services.
Performance Optimization: To analyze your portfolio and market data to enhance the predictive capabilities of the Invexis AI algorithm.
Compliance: To comply with legal and regulatory obligations.
Marketing: To inform you about NexVest’s offerings, products, and updates, with your consent.
How We Share Your Information
We do not sell or rent your personal data. We may share your information in the following circumstances:
Service Providers: We may share your information with third-party service providers who assist us in delivering our services, such as hosting, analytics, and customer support.
Legal Obligations: We may disclose your information if required to do so by law or to comply with legal processes.
Business Transfers: In the event of a merger, acquisition, or sale of assets, your information may be transferred as part of the transaction.
Data Security
We implement industry-standard security measures to protect your personal and financial information from unauthorized access, alteration, or disclosure. However, no system is entirely secure, and we cannot guarantee the absolute security of your data.
Your Rights and Choices/Your Rights and Choices
We retain your information for as long as necessary to fulfill the purposes outlined in this Privacy Policy, or as required by law. Once your information is no longer needed, it will be securely deleted or anonymized.
Access and Update: You have the right to access, correct, or update your personal information by logging into your account or contacting us directly.
Opt-Out of Marketing: You can opt out of receiving marketing communications from us by following the unsubscribe instructions in our emails or by contacting us.
Data Deletion: You can request the deletion of your personal data, subject to applicable legal and regulatory requirements.
Cookies and Tracking Technologies
We use cookies and other tracking technologies to enhance your experience on our platform, analyze trends, and gather demographic information. You can control cookies through your browser settings, but disabling cookies may affect your ability to use certain features of our platform.
International Transfers
If you are accessing our services from outside the United States, please be aware that your information may be transferred to, stored, and processed in the United States, which may have different data protection laws than your country of residence.
Children’s Privacy
NexVest does not knowingly collect personal information from individuals under the age of 18. If we become aware that we have inadvertently collected personal information from a child under 18, we will take steps to delete that information.
Changes to This Privacy Policy
We may update this Privacy Policy from time to time. Any changes will be posted on this page with the updated effective date. We encourage you to review this policy periodically to stay informed about how we are protecting your information.
Contact Us
If you have any questions or concerns about this Privacy Policy or our data practices, please contact us at:
NexVest
Email:
business@nex-vest.com
Phone: