The following sets forth the Privacy Policy for WealthViewer.io and WealthViewer.app.

 

WealthViewer is committed to providing you with the best possible user experience. WealthViewer is bound by the Australian Privacy Act 1988 (Cth), which sets out a number of principles concerning the privacy of individuals.

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Collection or your personal information

There are many aspects of WealthViewer.io that can be viewed without providing personal information. However, for access to WealthViewer.app users are required to submit personally identifiable information. This may include, but is not limited to, an email address. WealthViewer.app presents personal financial information which you enter into the dashboard or provide access to by establishing connections to a integrated bank, brokerage, credit union, financial service or retirement fund.

 

​​WealthViewer utilises secure connections. When connecting to banks and other financial institutions where possible, WealthViewer authenticates using OAuth. OAuth is a widely adopted industry standard authorisation framework that allows you to consent to an application interacting with another on your behalf without using login credentials.​ Not all intuitions support OAuth access. In these cases, WealthViewer can only facilitate the connection using account credentials. These credentials are never stored.​​​​​​

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Establishing connections to third parties is not a requirement to use WealthViewer and you may choose to manually provide portfolio transaction history or bank balances. WealthViewer is still able to provide you with a live pricing of assets without connecting to your portfolios.​

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Australian specific integrations have been authorised by the Australian Competition and Consumer Commission (ACCC) and the Office of the Australian Information Commissioner (OAIC).

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New Zealand specific integrations have been independently certified as compliant with ISO 27001:2022, a global standard for information security management.​

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The information a users provides is stored in an encrypted form and is only accessible and viewable by the user who summited the information.

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WealthViewer uses Stripe for billing of customers and complies with the Stripe privacy policy.​​

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Sharing of your personal information

​WealthViewer does not operate its own servers. Similar to other companies, WealthViewer contracts a third-party provider for data storage and security of your personal and financial information to leverage world leading data infrastructure and security controls. Your personal information is stored in an encrypted form. WealthViewer does not sell, rent or share your personal or financial information with anyone. WealthViewer cannot view your personal financial information or connections you have established to third-parties from WealthViewer.

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Use of your personal information

For each visitor to reach the site, we expressively collect the following non-personally identifiable information, including but not limited to browser type, version and language, operating system, pages viewed while browsing the Site, page access times and referring website address. This collected information is used solely internally for the purpose of gauging visitor traffic and trends while you are visiting WealthViewer.io or WealthViewer.app.

 

WealthViewer does not and will not sell or rent your personal information data to any third party. WealthViewer does not and will not use your personal information or data to advertise to you.​​

 

From time to time, we may use customer information for new, unanticipated uses not previously disclosed in our privacy notice. If our information practices change at some time in the future we will use them for these new purposes only, data collected from the time of the policy change forward will adhere to our updated practices.

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Changes to this privacy policy

​WealthViewer reserves the right to make amendments to this Privacy Policy at any time. If you have objections to the Privacy Policy, you should not access or use WealthViewer.io or WealthViewer.app.

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Accessing your personal information

​You have a right to access your personal information, subject to exceptions allowed by law. You may be required to provide your request in writing for security reasons. WealthViewer reserves the right to charge a fee for searching for, and providing access to, your information on a per request basis.

 

Accessing your personal information

​If you have any questions about this Privacy Policy and would like further information, please contact us via email during business hours Monday to Friday.

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Email: hello@wealthviewer.io

 

- Updated March 2025.