Portfolio Atlas AG
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Privacy Policy

How Portfolio Atlas AG collects, uses and protects your personal data. Compliant with nDSG and GDPR.

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Portfolio Atlas AG respects your privacy. This Privacy Policy explains what data we collect, how we use it, and your rights under the Swiss Federal Act on Data Protection (nDSG) and, where applicable, the EU General Data Protection Regulation (GDPR).

1. Data Controller

Portfolio Atlas AG, General-Wille-Strasse 19, CH-8002 Zürich, Switzerland
Email: info@portfolio-atlas.ch

2. Data We Collect

a) Data you provide directly

  • Name and email address (when registering for a free trial or subscription)
  • Payment information (processed securely by our payment provider — we do not store card details)
  • Communications sent to us via contact forms or email

b) Data collected automatically

  • IP address and browser type (for security and analytics)
  • Pages visited and time spent on site (anonymous usage statistics)
  • Cookie preferences (stored locally in your browser)

3. How We Use Your Data

  • To provide and manage your subscription
  • To send service-related emails (account confirmation, renewal reminders)
  • To improve the platform based on anonymous usage analytics
  • To comply with legal obligations

We do not sell your data. We do not use your data for advertising. We do not share your data with third parties except where required by law or strictly necessary for service delivery (e.g. payment processor).

4. Cookies

We use essential cookies required for the platform to function, and optional analytics cookies to understand usage patterns. You can manage your cookie preferences via the cookie banner on your first visit, or at any time by clicking “Cookie Settings” at the bottom of any page. We do not use advertising or tracking cookies.

5. Data Retention

We retain your personal data for as long as your account is active, plus a maximum of 2 years after account closure for legal compliance purposes. Anonymous usage statistics are retained indefinitely.

6. Your Rights

Under nDSG and GDPR (where applicable), you have the right to:

  • Access the personal data we hold about you
  • Correct inaccurate data
  • Request deletion of your data (“right to be forgotten”)
  • Object to or restrict processing
  • Data portability
  • Withdraw consent at any time

To exercise any of these rights, contact us at info@portfolio-atlas.ch. We will respond within 30 days.

7. Data Security

We implement appropriate technical and organisational measures to protect your data against unauthorised access, loss, or disclosure. Our website uses SSL/TLS encryption (https). Access to personal data is restricted to authorised personnel only.

8. International Transfers

Your data is processed and stored in Switzerland and the European Economic Area. We do not transfer personal data to countries without adequate data protection standards without appropriate safeguards.

9. Changes to This Policy

We may update this Privacy Policy periodically. Material changes will be notified by email to registered users. The current version is always available at this URL.

10. Contact & Complaints

For privacy-related enquiries: info@portfolio-atlas.ch. If you believe we have not handled your data correctly, you have the right to lodge a complaint with the Swiss Federal Data Protection and Information Commissioner (FDPIC) at www.edoeb.admin.ch.