Privacy Policy


Wealth Objects Limited (Company), hereinafter “AdviceObjects” “we”, “us”, takes the protection of your privacy very seriously. We therefore treat your personal data in confidence and with the utmost care.

What does this policy cover?

This notice applies to our software services (our “Service”), AdviceObjects’ corporate website at (the “Website”) and other interactions (e.g. providing customer support) you may have with AdviceObjects including our mobile apps ‘AdviceObjects’ and ‘WealthAims’.

What information do we collect?

We collect and process the following information:

        Information you provide to us.

          Account information. We collect the information you provide to us when you do things such as sign up for your account or update your user profile. This may include your name, email address, phone number, your organisation and your professional role

          Interactions with us: We collect information when you interact with us, such as to provide us with feedback, contact us for user support or request a demo of the Services. This may include name, address, email, telephone number, company/employer, job function, team size, the date, time and reason for contacting us, transcripts of any conversations, and if you call us, your phone number and call recordings.

          We store your marketing preferences, including any consent you have given us.

        Information we collect automatically.

          Device and browser information: We collect information about the browsers and devices you use to access the Website and Service through the use of cookies and similar technologies. Please see our Cookie Policy for more information.

        Information we collect from other sources.

      Information from others: We may collect information about you from others, such as your organisation, those who you work with, and our partners.

How do we use this information?

We process this information for the following purposes:

To fulfil a contract, or take steps linked to a contract including:

        To provide our Services, including ancillary services such as customer support.

        To take payment for the Services.

        To send you service, technical and other administrative emails relating to our Services, messages and other types of communications.

As required by AdviceObjects to conduct our business and pursue our legitimate interests, in particular:

        To ensure our Services are working as intended, such as tracking outages or troubleshooting issues that you report to us.

        To make improvements to our Services, to help us develop new ones, and improve our Website.

        To measure performance. We use data for analytics and measurement to understand how our Services are used. For example, we analyse data about your use of our Services to do things like optimise product design.

        To conduct surveys and other market research to ensure our services are relevant to your needs.

Where you give us consent:

        where required by law to send you direct marketing in relation to our relevant Services;

        we place cookies and use similar technologies. See our Cookie Policy; and

        on other occasions where we ask you for consent, we will use the data for the purpose which we explain at that time.

For purposes which are required by law:

        In response to requests by government or law enforcement authorities conducting an investigation.

For the purpose of using email, contacts and scheduling calendar features: Notwithstanding anything else in this Privacy Policy, if you subscribe to these features and provide access to the following types of your email provider (E.g. Google or another Email provider) data, AdviceObjects use of that data will be subject to these additional restrictions:

        AdviceObjects will only use access to read, write, modify or control message bodies (including attachments), metadata, headers, and settings to provide a web email client that allows users to compose, send, read, and process emails and will not transfer this data to others unless doing so is necessary to provide and improve these features, comply with applicable law, or as part of a merger, acquisition, or sale of assets.

        We will not use this user data for serving advertisements. We will not allow humans to read this data unless we have your affirmative agreement for specific messages, doing so is necessary for security purposes such as investigating abuse, to comply with applicable law, or for our internal operations and even then, only when the data have been aggregated and anonymised.

What is the legal basis for processing data?

We have carried out balancing tests for all the data processing we carry out on the basis of our legitimate interests, which we have described above. You can obtain information on any of our balancing tests by contacting us using the details set out later in this policy.

Withdrawing consent or otherwise objecting to direct marketing

Wherever we rely on your consent, you will always be able to withdraw that consent, although we may have other legal grounds for processing your data for other purposes, such as those set out above.

In some cases, we are able to send you direct marketing without your consent, where we rely on our legitimate interests. You have an absolute right to opt-out of direct marketing, or profiling we carry out for direct marketing, at any time. You can do this by following the instructions in the communication within an electronic message, or by contacting us at

Who will we share this data with, where and when?

        Vendors and service providers. We will share your personal data with third party service providers who support our business, who will process it on behalf of AdviceObjects for the purposes identified above. Such third parties include providers of hosting services and technical infrastructure (e.g. Amazon Web Services), maintenance services, CRM services, email connection services, digital signature services, customer support services, and marketing services.

        AdviceObjects group companies. We may share your information with our group of companies for the purposes of business administration, maintaining security and regulatory compliance, providing support services to end users (including IT support, where relevant), marketing and analytics.

        Legal reasons. We may share your information with government authorities and/or law enforcement officials if required for the purposes above, if mandated by law or if required for the legal protection of our legitimate interests in compliance with applicable laws.

        Your organisation. When you access or use our services in the course of working for your organisation, we may share your information with such organisation in certain circumstances.

        Business transfers. In the event that AdviceObjects undergoes any reorganisation, restructuring, merger, sale, or other transfer of assets your information will be disclosed to our advisers and any prospective purchaser’s adviser and will be passed to any new owners of the business.

In connection with the purposes identified above, your personal data may be transferred outside the UK and the EEA including to our subsidiary company, which is both an ISO 9001:2015 (Quality Management Systems) and ISO 27001:2013 (Information Security Management System) certified company based in India. Where information is transferred outside the UK or EEA that is not subject to an adequacy decision by the EU Commission, data is adequately protected by approved standard contractual clauses, an appropriate Privacy Shield certification or a vendor’s Processor Binding Corporate Rules.

What rights do I have?


You have the right to ask us for a copy of your personal data; to correct, delete or restrict (stop any active) processing of your personal data; and to obtain the personal data you provide to us for a contract or with your consent in a structured, machine readable format, and to ask us to share (port) this data to another controller.

In addition, you can object to the processing of your personal data in some circumstances (in particular, where we don’t have to process the data to meet a contractual or other legal requirement, or where we are using the data for direct marketing). These rights may be limited, for example if fulfilling your request would reveal personal data about another person, or if you ask us to delete information which we are required by law to keep or have compelling legitimate interests in keeping. We will inform you of relevant exemptions we rely upon when responding to any request you make.  

To exercise any of these rights, you can get in touch with us using the details set out below. If you have unresolved concerns, you have the right to complain to a data protection authority where you live, work or where you believe a breach may have occurred.

For the provision of information marked as mandatory when you register to use the Service, if such information is not provided, then you will not be able to use the Service. All other provision of your information is optional. If you do not provide such information, our provision of certain services to you may be detracted from.

How long will you retain my data?

We store data for as long as necessary to provide our Services. This is a case-by-case determination that depends on things such as the nature of the data, why it is collected and processed, and relevant legal or operational retention needs. Some personal data you can delete whenever you like, some data is deleted automatically, and some data we retain for longer periods of time. For example:

        We keep account information for as long as your subscription or agreement continues or for as long as is necessary to deliver our services.

        We will keep a record of the fact that you have asked us not to send you direct marketing indefinitely, so that we can respect your request in future.

        We will keep usage information and analytics data for a reasonable length of time that allows us to provide our services and to understand how people use our services.

Sometimes business and legal requirements oblige us to retain certain information, for specific purposes, for an extended period of time. Reasons we might retain some data for longer periods of time include security, fraud prevention, financial record-keeping, complying with legal or regulatory requirements, ensuring the continuity of our services, and when there have been direct communications with AdviceObjects.

How do I get in touch with you?

If you have any questions or concerns about how we process your data, please contact us at at

Who is my data controller?

Any personal information provided to or gathered by AdviceObjects is controlled by Wealth Objects Limited. For more information on who is considered the specific data controller in connection with the collection of your personal information please contact us at

Changes to our privacy policy

We reserve the right to change this privacy policy from time to time to reflect changes in the law or regulation, our information practices, our services, or our operational requirements. Depending on the type of change, we may notify you by updating this page or by email. We encourage you to periodically review this page to see any changes we have made.

Last updated: 08 April 2024