TechVisor is a digital platform designed for financial advisors and advisory firms to simplify client engagement, insurance comparison, and advisory workflows. Our website address is: https://www.techvisor.io
We may collect and process the following types of data:
a) Information You Provide:
Name, email address, phone number
Company/firm name
Job title or role
Login credentials (hashed/encrypted)
Contact form details
Payment and billing details (if applicable)
b) Automatically Collected Information:
IP address
Device type and browser
Referral source
Pages visited and session activity
Time spent on the platform
c) Cookies and Tracking:
We use cookies to improve user experience, remember preferences, and track analytics. You can control cookie preferences through your browser settings.
We use your data for the following purposes:
To provide access to our platform and features
To process demo requests, form submissions, or inquiries
To communicate updates, service messages, or marketing (with consent)
To improve platform functionality and user experience
To ensure compliance with applicable legal and regulatory requirements
For internal research and development
We do not sell your personal information. However, we may share your data with:
Service providers (e.g., hosting, analytics, payment processors)
Advisory firms you are affiliated with (if using firm-level access)
Legal authorities, if required by law or to protect TechVisor’s rights
All third parties are required to adhere to data protection obligations under Singapore law and relevant regulations.
We retain your data only as long as necessary:
For platform access and account management
To comply with legal and regulatory requirements
To support troubleshooting or performance review
If you delete your account or request data erasure, we will remove your personal data from our systems unless we are legally required to keep it.
We take data security seriously. TechVisor is hosted on AWS Singapore, using:
SSL encryption
Secure server configurations
Role-based access controls
Regular system monitoring and backups
Despite best efforts, no system is 100% secure. Users are encouraged to use strong passwords and notify us of any suspicious activity.
You have the right to:
Access the personal data we hold about you
Correct inaccurate or incomplete information
Withdraw consent (where applicable)
Request deletion of your data
To exercise any of the above, email us at: admin@techvisor.io
Our platform or landing pages may contain links to external sites. We are not responsible for the privacy practices or content of those sites.
If you opt-in to receive newsletters or marketing emails, you may unsubscribe at any time using the link provided in those emails or by contacting us directly.
TechVisor is intended for use by professionals. We do not knowingly collect data from children under the age of 16.
This policy may be updated from time to time. Any changes will be posted on this page, and where appropriate, notified via email.
If you have any questions or concerns about this Privacy Policy, reach out to us at: admin@techvisor.io