Account protection
Access to your MoniTrak workspace is intended to remain tied to authenticated user accounts and appropriate account controls.
SECURITY
Your financial information
deserves thoughtful protection.
Security and privacy are important considerations throughout how MoniTrak is designed, built and connected to the services that support it.
BUILT WITH SECURITY IN MIND
Protection should be part of the product, not an afterthought.
MoniTrak is being designed around clear access, responsible handling of financial information and careful use of the services that support the platform.
Data protection
Financial information should be handled deliberately, with protection considered across storage, transmission and the services used by MoniTrak.
Controlled access
Access to financial information should be limited to what is required for the product and its authorized services to operate.
YOUR DATA & MONITRAK
Your information has a purpose.
MoniTrak uses the financial information in your workspace to provide the features you choose to use, such as financial views, budgets, forecasts, goals and insights.
As integrations are finalized, MoniTrak's Privacy Policy and Security information will explain in more detail how specific categories of information are processed.
Financial tracking & planning
Information can be used to provide the financial views and tools you request.
Product functionality
Data can support features such as budgets, forecasts, reports and goals.
Authorized integrations
Connected services should receive only the access required for the functionality you choose to use.
CLEAR BOUNDARIES
MoniTrak helps you understand your money.
MoniTrak is designed as a financial tracking, planning and insights workspace. It is not designed to transfer money or make transactions on your behalf.
×
Move money between your accounts
×
Make card payments on your behalf
×
Execute investments or trades
AI & INTEGRATIONS
New capabilities should come with clear controls.
MoniTrak Pro is planned to include AI and WhatsApp capabilities. The exact data flows, controls and integration details will be documented as those features are finalized.
AI-powered financial insights
AI features are intended to help explain information already available in your MoniTrak workspace. Detailed information about how data is processed will be provided before these features are released.
Connected with intention
WhatsApp functionality is planned for selected alerts and interactions. Security, permissions and the information shared through that integration will be defined before launch.