Privacy

What Perfolio collects on this site and in the demo, and what it does with it.

What is collected

• The waitlist form: your email, and your first name and brokers if you give them.
• Site analytics through Google Analytics: pages viewed, the browser and its rough location. No form contents.
• The demo: a cookie that grants access after you join the waitlist. The demo holds synthetic data only; nothing you enter there is kept.

Where it is stored

The waitlist and the demo run on servers in Canada. Google Analytics processes its data under Google's own terms.

What it is used for

One email when your access is ready, and to understand which brokers to support first. Nothing is sold or shared for marketing.

Deletion

Write to hello@perfolio.ca from the address you joined with and the entry is deleted. The demo cookie can be cleared in your browser at any time.

Last updated 29 September 2026. These terms will be revised before paid plans open.