Cookie Notice (Fund OS Platform)

1. Types of Cookies

1.1 Strictly Necessary

Used for authentication, session management, load-balancing, and fraud or abuse prevention. These cookies are essential for FundOS to function securely and reliably.

1.2 Analytics (optional; consent-based where required)

Used to collect usage and performance insights that help improve reliability, speed, and user experience (UX). Set only after consent where required by law.

1.3 Functional (optional)

Used to store user preferences and enable quality-of-life features that enhance usability but are not essential for core operation.

2. Purposes and Retention

2.1 Purposes

Cookies are used to maintain secure logins and session continuity, diagnose service performance, and remember user preferences between sessions.

2.2 Retention

Cookie identifiers are retained only for the duration necessary to achieve each purpose and may be linked to account or login state for authentication continuity.

3. Choices and Control

3.1 Consent Management

Non-essential cookies can be managed through in-product Cookie Settings. Browser settings can also be used to control or delete cookies.

3.2 Impact of Blocking

Blocking some cookies may impact login persistence, feature availability, or certain product functionalities.

4. Third-Party Cookies

4.1 Connected Services

Where Customers enable integrations or Third-Party Services that set their own cookies, those providers’ cookie or privacy policies apply. See our Sub-processor Register for an overview of integrated vendors.