Transparent, responsible data handling.
RiGEL treats advisor and client estate information with the highest standard of privacy protection. This page summarizes how data is collected, used, shared, and retained — and links directly to the full legal Privacy Policy.
This page is for: privacy, compliance, security, and legal teams reviewing RiGEL.
How RiGEL handles advisor and client data.
Estate information is sensitive. RiGEL follows strict collection, use, and retention rules designed for advisors, enterprises, and Indigenous governance offices.
Collection
What we collect
Only the data required to perform deterministic estate calculations: assets, liabilities, beneficiaries, and high-level demographic information.
- • No marketing-sale of data
- • No brokered data ingestion
- • Explicit intake only via advisor or enterprise workflows
Use
How data is used
Used solely to run estate calculations, create audit traces, and generate client reports. Never used for advertising or external profiling.
- • Deterministic modeling only
- • No automated decision-making for credit or risk
- • No AI training on client data
Retention
How long data is kept
Retention follows enterprise contract requirements or advisor-level agreements. Data is deleted upon request or end of contract.
- • Secure deletion processes
- • Contract-aligned retention periods
- • Audit logs maintained for compliance
Your clients' rights and your organization's obligations.
RiGEL supports advisor and enterprise compliance with privacy laws across provinces, states, and Indigenous jurisdictions.
Client & beneficiary rights
Advisors and enterprises can fulfil requests for access, correction, deletion, and data export. RiGEL supports these workflows, ensuring transparency and control for households.
Advisor & enterprise responsibilities
Privacy responsibilities remain aligned with your organizational role—whether you are an advisor, a financial institution, an HR group, or an Indigenous governance office.
Want the full legal Privacy Policy?
Review the complete policy for details on data rights, disclosures, cross-border transfers, and retention practices.
Read Full Privacy Policy