RIA Pulse Privacy Policy

Last Updated: July 1, 2025

Welcome to RIA Pulse, a data research platform for Registered Investment Advisors (RIAs) operated by Jintra Software Solutions LLC ("we," "us," or "our"). This Privacy Policy explains how we collect, use, disclose, and protect your personal information when you use RIA Pulse (the "Service"). By using the Service, you consent to the practices described in this Privacy Policy.

1. Information We Collect

Information You Provide

We collect information you voluntarily provide when you use the Service, including:

• Account Information: Email address and password when you sign up for an account.
• Billing Information: If you subscribe to paid add-ons (Advanced Analytics or Dealflow Management), we collect payment details through our payment processor. We do not store your full payment information.

Information Collected Automatically

We may collect certain information automatically when you use the Service, including:

• Usage Data: Information about how you interact with the Service, such as pages visited, features used, and time spent on the platform.
• Device Information: Details about your device, such as IP address, browser type, operating system, and device identifiers.

Information from Third Parties

We may receive information from third-party services we use, such as authentication providers, to provide and improve the Service.

2. How We Use Your Information

We use your information to:

• Provide and maintain the Service, including user authentication, data storage, and feature functionality.
• Process payments for paid subscriptions and manage your account.
• Send you notifications if you have enabled these features.
• Improve the Service by analyzing usage patterns and user feedback.
• Communicate with you, including responding to inquiries and sending service-related updates.
• Comply with legal obligations and protect our rights and the security of the Service.

3. How We Share Your Information

We do not sell, rent, or share your personal information with third parties except as described below:

• Service Providers: We share information with trusted third-party providers, such as Supabase and Stripe, to operate the Service. These providers are contractually obligated to protect your information.
• Legal Requirements: We may disclose your information if required by law, such as in response to a court order, subpoena, or other legal process.
• Business Transfers: If Jintra Software Solutions is involved in a merger, acquisition, or sale of assets, your information may be transferred as part of that transaction, subject to confidentiality obligations.

4. Data Storage and Security

We store your information on secure servers located in the United States, managed by Supabase. We implement reasonable technical and organizational measures to protect your information from unauthorized access, loss, or misuse. However, no system is completely secure, and we cannot guarantee the absolute security of your data.

5. Your Choices

You have the following choices regarding your information:

• Account Management: You can update your email address or password through your account settings.
• Notifications: You can enable or disable alerts in your account settings.
• Deletion: You may request deletion of your account by contacting us. We will delete your personal information, except where required to retain it for legal or operational purposes.

6. Third-Party Links

The Service may contain links to third-party websites or services, such as the SEC website for ADV filings. We are not responsible for the privacy practices or content of these third parties. We encourage you to review their privacy policies before providing any personal information.

7. Children’s Privacy

RIA Pulse is not intended for individuals under 18 years of age. We do not knowingly collect personal information from children. If we become aware that a child under 18 has provided us with personal information, we will take steps to delete it.

8. International Users

The Service is operated from the United States and is governed by U.S. law. If you access the Service from outside the U.S., your information will be transferred to and stored in the U.S. By using the Service, you consent to this transfer and processing.

9. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or legal requirements. We will notify you of material changes by posting the updated Privacy Policy on our website or through the Service. Your continued use of the Service after such changes constitutes your acceptance of the revised Privacy Policy.

10. Contact Us

If you have questions about this Privacy Policy or our data practices, please contact us.

By using RIA Pulse, you acknowledge that you have read, understood, and agree to this Privacy Policy.