Privacy Policy

How Portalevolvesys protects and manages your personal information

Last updated: March 15, 2025

Introduction and Scope

At Portalevolvesys, we understand that trust forms the foundation of every meaningful financial relationship. This privacy policy explains how we collect, use, and protect your personal information when you work with our financial goal setting and achievement planning services.

This policy applies to all interactions with our platform at portalevolvesys.com, our offices at No. 13, Zhongshan Rd, Guanxi Township, Hsinchu County, Taiwan 306, and any communication through our support channels. We operate under Taiwan's Personal Data Protection Act and international privacy standards to ensure your information receives the highest level of protection.

Our Commitment to You

We believe privacy isn't just about compliance—it's about respect. Every decision we make regarding your data prioritizes your interests and maintains the confidentiality essential for effective financial planning.

Information We Collect

We collect information necessary to provide personalized financial planning services while respecting your privacy boundaries. Here's what information we gather and why:

Information Type Examples Purpose
Contact Information Name, email, phone, address Service delivery and communication
Financial Information Income, expenses, financial goals Customized planning and recommendations
Technical Data IP address, browser type, device info Platform security and user experience
Usage Information Page visits, feature usage, session data Service improvement and support

We never collect more information than necessary for our services. When you share financial details, it's because those specifics enable us to create more accurate and useful planning recommendations.

How We Use Your Information

Your information serves specific purposes directly related to helping you achieve your financial goals. We don't use your data for unrelated marketing or sell it to third parties.

  • Create personalized financial plans based on your unique circumstances and goals
  • Provide ongoing support and adjustments to your financial strategies
  • Send relevant updates about your account and planning progress
  • Improve our services based on aggregated, anonymous usage patterns
  • Ensure platform security and prevent unauthorized access
  • Comply with legal requirements and regulatory obligations
  • Respond to your questions and provide customer support
Purpose Limitation

We use your information only for the purposes you'd reasonably expect when working with a financial planning service. If we ever need to use your data for different purposes, we'll ask for your explicit consent first.

Your Privacy Rights

You maintain control over your personal information throughout our relationship. These rights aren't just legal requirements—they're practical tools for managing your privacy.

Access Your Data

Request a complete copy of the personal information we hold about you, including how we've used it and who we've shared it with.

Update Information

Correct any inaccurate or incomplete information to ensure your financial plans reflect your current situation accurately.

Delete Your Data

Request deletion of your personal information when it's no longer needed for our services or legal requirements.

Restrict Processing

Limit how we use your information while we resolve any concerns or disputes about accuracy or processing.

Data Portability

Receive your information in a structured format that you can transfer to another service provider if desired.

Withdraw Consent

Revoke permission for data processing based on consent, though this won't affect any processing done before withdrawal.

Data Security Measures

Protecting your financial information requires multiple layers of security. We've implemented comprehensive measures that address both technical vulnerabilities and human factors.

Data Encryption

All sensitive information is encrypted both in transit and at rest using industry-standard AES-256 encryption. This means your data appears as meaningless code to anyone without proper authorization.

Access Controls

Multi-factor authentication and role-based access ensure only authorized personnel can access your information, and only the specific data needed for their responsibilities.

Regular Security Audits

Independent security assessments and penetration testing help identify and address potential vulnerabilities before they become risks to your data.

Secure Infrastructure

Our servers are hosted in secure, certified data centers with physical security measures, redundant systems, and regular backup procedures.

Information Sharing and Disclosure

We don't sell your personal information to marketing companies or data brokers. When we do share information, it's for specific, legitimate purposes that support your financial planning needs.

  • Service providers who help deliver our platform features (cloud hosting, payment processing, customer support tools)
  • Professional advisors (lawyers, accountants, auditors) when needed for business operations or compliance
  • Regulatory authorities when required by law or to protect against fraud and security threats
  • Business successors in the unlikely event of a merger or acquisition, with your interests protected
Third-Party Standards

Any third parties who receive your information must meet our strict privacy and security standards. We verify their practices and require contractual commitments to protect your data with the same care we do.

Data Retention and Deletion

We keep your information only as long as necessary to provide services and meet legal obligations. Different types of information have different retention periods based on practical and regulatory requirements.

Financial planning data typically remains active while you're using our services and for seven years afterward to comply with financial record-keeping requirements. Technical logs and usage data are generally deleted within two years unless needed for security investigations.

When you request account deletion, we remove your personal information within 30 days, though some data may be retained longer if required by law or for legitimate business interests like preventing fraud. We'll always explain what information we're keeping and why.

International Data Transfers

Some of our service providers operate servers or facilities outside Taiwan. When we transfer your data internationally, we ensure appropriate safeguards protect your privacy rights regardless of location.

We use standard contractual clauses approved by privacy regulators and work only with providers in countries with adequate privacy protections. For transfers to countries without comprehensive privacy laws, we implement additional security measures and monitoring.

Cross-Border Protection

Your privacy rights remain the same regardless of where your data is processed. We maintain the same high standards globally and provide mechanisms to address any concerns about international transfers.

Changes to This Policy

Privacy practices evolve as technology advances and regulations change. When we update this policy, we'll notify you through email and prominent notices on our platform at least 30 days before changes take effect.

Significant changes that affect how we use your information will require your active consent. Minor updates for clarity or legal compliance will be noted in our change log, which you can review at any time.

We encourage you to review this policy periodically and contact us with any questions about how changes might affect you.

Privacy Questions and Concerns

We're here to help you understand and exercise your privacy rights. Our privacy team responds to inquiries promptly and works with you to resolve any concerns.

Email: support@portalevolvesys.com
Phone: +88672296768
Mail: No. 13, Zhongshan Rd, Guanxi Township, Hsinchu County, Taiwan 306

For privacy-related inquiries, please include "Privacy Request" in your subject line to ensure prompt routing to the appropriate team member.