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Novatrize / Privacy Policy

Privacy Policy

Last updated: October 2026

Overview

This Privacy Policy explains what information Novatrize collects, why, and how it is protected. Short version: we collect the minimum needed to show you your own money clearly, we never sell data, and read-only means read-only.

Data we process

Account metadata and transaction categories from your connected institutions via regulated open-banking providers; app usage data to improve features; contact details if you write to us. Credentials stay with the licensed provider and are never visible to Novatrize.

Your rights

You may export or delete your data at any time from your profile, or by writing to [email protected]. Requests are handled within 30 days. You may also lodge a complaint with your local data-protection authority.

Security

Data is encrypted in transit and at rest. Access is limited to the systems that need it, and connections to your institutions are strictly read-only — Novatrize cannot initiate payments or transfers.

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Novatrize

Novatrize is a financial-literacy companion: AI agents that explain your money in plain language, coach gentle weekly goals and keep you in control. Educational product — not financial advice.

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Novatrize is an educational platform and does not provide investment, tax or legal advice. Results described by members are individual experiences and not a guarantee. Product names Novatrize Flex, Novatrize Edge, Novatrize Solutions and Novatrize Finance describe features of one application.

© 2026 Novatrize. All rights reserved.Made for calmer money.