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Coming soon

AutoAdvise will be the premier AI-powered platform that revolutionises the way financial advisers operate.

Eliminating the worry and frustration associated with administrative burdens and compliance, AutoAdvise will empower advisers to focus on delivering exceptional client value.

Our platform will seamlessly automate the creation of essential documentation while ensuring compliance, freeing advisers from time-consuming tasks and the fear of regulatory missteps.

AutoAdvise will not just enhance efficiency but will provide peace of mind, allowing advisers to concentrate on what truly matters: building lasting client relationships and contributing to a society where every individual feels secure, confident, and empowered in their financial decisions.


Our website is launching soon. Register interest for updates

Privacy Policy

Introduction AutoAdvise Limited ("AutoAdvise", "we", "us", or "our") is committed to protecting your privacy. This Privacy Policy outlines how we collect, use, and store personal data via our mobile application, website, and related services, in compliance with the UK GDPR, EU GDPR 2016/679, the Privacy and Electronic Communications Regulations (PECR) 2003, and other relevant data protection laws.

Company Information

Legal Basis for Processing We process data under the following legal grounds:

Legal Basis

Examples of Use

Consent

Opting in for product updates, newsletters, or beta programs

Contractual Need

Setting up and managing your account

Legal Obligation

Compliance with tax, regulatory, or legal reporting obligations

Legitimate Interest

Improving our product, responding to enquiries

When operating as a data processor (e.g., on behalf of a financial advice firm), we follow the legal basis provided by the controller.

Data We Collect

  • User-Provided Data: Name, email, phone number, adviser firm, uploaded audio files, client metadata.

  • Automatically Collected Data: Device type, operating system, IP address, usage analytics, crash logs.

  • Authentication Data: Information from third-party sign-in services (e.g., Microsoft, Google).

Data Usage Your data is used to:

  • Create and manage your account

  • Generate compliance documentation

  • Deliver support and troubleshooting

  • Improve product performance

  • Send service-related notifications

We do not sell or rent your data.

Use of Large Language Models (LLMs) We use LLMs to generate summaries and reports. All data is sent via encrypted APIs and not stored or used by the model providers for training. Personal identifiers are minimized unless required for context.

Data Retention We retain data only as long as necessary to deliver our services or fulfill legal obligations. Retention periods are defined by:

  • Controller requirements (if acting as a processor)

  • ICO or FCA guidance (if acting as a controller)

  • User deletion requests

User Rights You have rights to:

  • Access your personal data

  • Rectify incorrect data

  • Request erasure

  • Restrict or object to processing

  • Data portability

Please contact oren@autoadvise.co.uk to exercise these rights.

Data Security We implement:

  • TLS 1.2+ encryption in transit

  • AES-256 encryption at rest

  • Role-based access controls

  • Regular vulnerability scans and audits

International Data Transfers We only transfer data outside the UK/EU under standard contractual clauses or other lawful safeguards.

Third-Party Services We use trusted providers for hosting, analytics, and authentication. All partners are GDPR-compliant.

Children's Privacy Our app is not intended for individuals under 18 years of age.

Complaints You may contact the ICO at https://ico.org.uk/make-a-complaint/ if you're not satisfied with our response.

Policy Updates This policy is reviewed regularly.

Contact Us For privacy questions, email: oren@autoadvise.co.uk

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