Privacy

Alca Wealth is software used by advisory firms. Data you enter — your firm's fund inventory, reviews, and saved lists — is scoped to your firm and is only accessible through authenticated sessions. The application does not expose one firm's data to another.

Fund prices and history come from a third-party market-data provider and are used only to display the figures shown in the app. Alca Wealth does not sell your data.

When you request a demo, Alca Wealth stores the name, work email, firm name, and message you provide so the request can be answered. Demo-request records are automatically deleted after 90 days. Please do not include client names, account numbers, passwords, or other sensitive information in the message.

Questions about data handling can be submitted through the contact page. Never send passwords or client information in a contact request.