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Cookie Policy

Effective Date: January 1, 2026 · Last Updated: January 21, 2026

1. What Are Cookies

Cookies are small text files that are stored on your device when you visit a website. They are widely used to make websites work more efficiently and to provide information to website owners. Similar technologies include local storage, session storage, and pixel tags.

2. How We Use Cookies

We use cookies and similar technologies for the following purposes:

  • Authentication: To keep you signed in and maintain your session.
  • Preferences: To remember your settings, language, and theme preferences.
  • Security: To protect against fraud and unauthorized access.
  • Analytics: To understand how visitors use our platform and improve our services.
  • Functionality: To enable features like real-time notifications and live visitor tracking.

3. Types of Cookies We Use

Strictly Necessary Cookies: These are essential for the platform to function. They enable core features like authentication, security, and load balancing. You cannot opt out of these cookies.

Functional Cookies: These remember your preferences and settings to provide a personalized experience. They are not strictly necessary but enhance usability.

Analytics Cookies: These help us understand how visitors interact with our platform by collecting anonymous usage data. We use our own self-hosted analytics system — no third-party tracking services are used.

4. Third-Party Cookies

We do not use third-party advertising or tracking cookies. Our analytics system is fully self-hosted and cookieless by default. Payment processing is handled by Stripe, which may set its own cookies during the checkout process — see Stripe's Cookie Policy for details.

5. Managing Cookies

Most web browsers allow you to control cookies through their settings. You can typically choose to block all cookies, accept all cookies, or receive a notification when a cookie is set. Disabling strictly necessary cookies may impair the functionality of the platform.

6. Local Storage

We use browser local storage to store your analytics visitor fingerprint (an anonymous identifier), theme preferences, and session state. This data never leaves your browser and is not transmitted to any third party.

7. Changes to This Policy

We may update this Cookie Policy from time to time. We will notify you of material changes via email or in-app notification. For questions about our use of cookies, contact us at [email protected].

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AI-native CRM for financial professionals. Capture leads, close deals, and grow your team.

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