Privacy & data handling

Your firm retains ownership of all client data it stores in LogiqWealth. We process it only to provide the service you signed up for: document storage, AI extraction, the Client 360 view, reports and alerts.

Data is encrypted in transit and at rest, isolated per firm, and accessible only to users with the right role. Every access-relevant action is recorded in an append-only audit log. See Security & compliance for details.

AI features only see data the application has already scoped to the relevant client. AI output is informational and reviewed by advisors; LogiqWealth does not provide investment, tax or legal advice. We disclose the sub-processors we use, including our AI and hosting providers, on request.

When your clients use the client portal, they are told what their data is used for, that an AI assistant answers questions from their own data, and that portal activity is logged for your firm's records.

While you are a customer, regulated records are retained for at least 7 years to support your recordkeeping. If you close your account, you can export everything, and you have a 90-day window to reactivate. After that, client data and documents are permanently deleted; the immutable audit log is included in your export.

Information you submit through our contact form is used only to respond to your request. Questions about privacy: support@logiqwealth.com.