Your portfolio stays yours. Guaranteed in writing.
Portfolio Manager was built by a working payment agent, which is exactly why we know what’s at stake. Here is how your data is handled, and where each promise is written down.
We never contact your merchants
We won’t contact, solicit or board a merchant from your workspace, or use anything in it to prospect or price. It’s a contractual commitment in our Terms.
You own every record
Everything you enter or import is yours. Export all of it in one click, anytime, even after you cancel.
Our team doesn’t access workspace contents
Our staff tools show billing and record counts, not your merchants or residuals. Want hands-on help? Invite us as a user, and remove us when you’re done.
Every view is logged where you can see it
Each time anyone views or changes an SSN, tax ID or bank number, exports data or uses View As, it shows in your access log. Anything SPS does is tagged SPS.
Sensitive numbers encrypted, card numbers never stored
SSNs, tax IDs, birth dates and bank numbers are encrypted one field at a time. Card and bank payments run through NMI’s and Square’s PCI-certified vaults.
Delete whenever you want
The owner can delete the workspace at any time. Thirty days later it’s permanently erased, files and stored keys included.
Walled off, by design.
- Each workspace is separated at the database level and checked again by the app on every request
- Sub-agents see only their own merchants; roles control dollar amounts and sensitive numbers
- Two-factor sign-in required on every account
- Data encrypted in transit and at rest on SOC 2 Type II–audited infrastructure
- Uploaded documents stored privately and opened through short-lived links
Your data leaves with you.
- Export everything to one Excel workbook, anytime
- Delete the workspace yourself; erased 30 days later, cancellable until then
- If a subscription ends, read-only for 90 days so you can export, then erased
- We email the owner at least 14 days before anything is erased
- We keep only a record that the account existed and what it paid, for tax purposes
Common questions
You’re a payment agent too. Can you see my book?
Like every hosted platform, our systems store your data so the software can run your reports and residuals. What sets us apart is what we commit to: our team doesn’t access workspace contents unless you invite us, every view of an SSN or bank number is logged where you can see it, and we’re contractually barred from contacting your merchants. Our own agency runs in its own workspace like any other customer.
What if I ask for help with my account?
Invite us as a user from your Users page with the role you choose, and remove us when you’re done. Everything done under that login appears in your access log, tagged SPS.
What about an NMI gateway I request through the app?
We read what you submit so we can board the account, and each time we view a bank number, EIN or SSN on it, it shows in your access log. The full bank numbers, SSNs and documents are erased 30 days after the account goes live.
Do you sell my data or use it to train AI?
No. We don’t sell or share it, and we don’t use it to train AI models.
Where is this written down?
In our data commitments, which summarize the binding language in the Terms of Service and Privacy Policy.
See your whole portfolio this week.
14-day free trial. Cancel anytime, and take your data with you.