Privacy Policy

Last Revised: March, 6th 2024

At Sagacity, we are committed to protecting your privacy. This Privacy Policy applies to the information we collect from you when you use our portfolio management software, websites, and other online services (collectively, the "Services"). By using the Services, you agree to the collection, use, and sharing of your information as described in this Privacy Policy.

We may collect the following types of information from you:

  1. Contact information, such as your name, email address, and phone number
  2. Login credentials, such as your username and password
  3. Information about your use of the Services, such as the features you access and the actions you take
  4. Content from emails processed by Dispatch, including attachments
  5. Technical information, such as your IP address, browser type, and device identifier
  6. Information you provide to us through feedback, surveys, or other forms of communication

We may use the information we collect from you for the following purposes:

  • To provide, maintain, and improve the Services
  • To communicate with you about the Services, such as to send you updates, newsletters, or other informational materials
  • To personalize your experience with the Services, such as by providing customized recommendations or content
  • To create anonymized and aggregated data sets that may be used for a variety of functions, including research, internal analysis, analytics, and other functions.
  • For anonymized data analysis and closed AI model training, ensuring the continuous improvement of Dispatch.
  • To protect the security and integrity of the Services, such as by detecting and preventing fraud or abuse
  • To comply with legal obligations, such as to respond to subpoenas or other legal requests

We may share your information with the following third parties:

  1. Service providers, such as cloud hosting providers or data analytics companies, who assist us in operating and improving the Services
  2. Partners, such as other software providers or financial institutions, who offer complementary products or services that may be of interest to you
  3. Law enforcement or other government agencies, as required by law or in response to a valid legal request
  4. Other users of the Services, as necessary for the functionality of the Services, such as when you share information with other users or view information that other users have shared

We take reasonable measures to protect the security of your information, but please be aware that no method of transmitting or storing data is completely secure. As a result, we cannot guarantee the absolute security of your information.

We may update this Privacy Policy from time to time. If we make any material changes to the way we collect, use, or share your information, we will notify you through the Services or by other means, such as by email or by posting a notice on our website.

If you have any questions or concerns, please contact us at