Privacy Policy

1. Introduction

Orèvance ("we", "us", "our") provides AI-driven portfolio modelling tools intended to support analysis and decision-making for professionals and individuals. This Policy describes the categories of information we may collect through our website and related services, how that information may be used, the circumstances under which it may be shared, and the choices available to you.

By accessing or using our website or services, you acknowledge that you have read and understood this Policy. If you do not agree with any part of this Policy, you should discontinue use of the website and services.

2. Information We May Collect

The categories of information described below are illustrative. The specific data collected will depend on how you interact with our website and services.

• Account and Contact Information — such as name, email address, and organisation, provided when registering interest, requesting access, or communicating with us.
• Portfolio Configuration Data — inputs, parameters, or preferences entered into modelling tools for the purpose of generating illustrative analysis.
• Usage and Device Data — information such as browser type, IP address, pages visited, and interaction patterns, collected automatically through standard web technologies.
• Communications — records of correspondence exchanged with us, including support requests and feedback.

3. How We Use Information

Information collected may be used for purposes including, but not limited to:

• Service Delivery — operating, maintaining, and improving the functionality of our website and modelling tools.
• Communication — responding to inquiries, providing updates, and sending administrative notices.
• Analysis and Improvement — understanding usage patterns to refine features and user experience.
• Security and Compliance — detecting, preventing, and addressing technical issues, fraud, or misuse.

4. Legal Basis for Processing

Where applicable law requires a legal basis for processing personal information, we generally rely on one or more of the following: your consent, the necessity of processing to provide requested services, our legitimate interests in operating and improving our offering, and compliance with legal obligations. The applicable basis may vary depending on your jurisdiction and the nature of the interaction.

5. Sharing of Information

We do not sell personal information. Information may be shared in limited circumstances, including:

• Service Providers — third parties who perform functions on our behalf, such as hosting, analytics, or communication tools, under appropriate confidentiality obligations.
• Legal Requirements — where disclosure is required by law, regulation, legal process, or governmental request.
• Business Transfers — in connection with a merger, acquisition, restructuring, or sale of assets, subject to appropriate safeguards.

6. Data Retention

We retain information for as long as necessary to fulfil the purposes described in this Policy, unless a longer retention period is required or permitted by law. Retention periods may vary depending on the type of information and the context in which it was collected.

7. Security Measures

We aim to implement reasonable administrative, technical, and organisational measures designed to protect information against unauthorised access, loss, misuse, or alteration. However, no method of transmission or storage is completely secure, and we cannot guarantee absolute security.

8. Cookies and Similar Technologies

Our website may use cookies and similar technologies to support functionality, remember preferences, and analyse usage. You may be able to control cookie settings through your browser; however, disabling certain cookies may affect the availability of some features.

9. International Data Transfers

Information may be processed or stored in countries other than your own. Where such transfers occur, we intend to take reasonable steps to ensure information is treated in a manner consistent with this Policy and applicable data protection requirements.

10. Your Rights and Choices

Depending on your jurisdiction, you may have rights regarding your personal information, which may include the ability to:

• Access — request confirmation of, and access to, information we hold about you.
• Correction — request correction of inaccurate or incomplete information.
• Deletion — request deletion of information, subject to certain exceptions.
• Objection or Restriction — object to, or request restriction of, certain processing activities.

Requests can be directed to us using the contact details provided in the footer of this website. We may need to verify your identity before responding to certain requests.

11. Children's Privacy

Our website and services are not directed to individuals under the age of majority in their jurisdiction, and we do not knowingly collect personal information from children. If you believe a child has provided us with personal information, please contact us so we can take appropriate action.

12. Third-Party Links

Our website may contain links to third-party websites or services. This Policy does not apply to those third parties, and we are not responsible for their privacy practices. We encourage you to review the privacy policies of any third-party sites you visit.

13. Changes to This Policy

We may update this Policy from time to time to reflect changes in our practices or for other operational, legal, or regulatory reasons. Updates will be posted on this page with a revised "Last updated" date. Continued use of the website following changes constitutes acceptance of the revised Policy.

14. Contact Us

If you have questions or concerns about this Privacy Policy or our data practices, please refer to the contact information provided in the footer of this website.