SmartOST ("we," "us," or "our") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our portfolio tracking application.
We collect information that you provide directly to us, including:
We also record how you use SmartOST automatically, as you use it. This information is linked to your account:
We record this to understand how the application is used and to find faults in it.
Patient data, personal health information, and identifiable patient information are strictly prohibited from being uploaded to SmartOST under any circumstances. We do not collect, process, or store patient data. Violation of this provision will result in immediate termination of your account and may subject you to legal liability. We reserve the right to remove any content that we believe violates this provision.
We use the information we collect to:
We use appropriate technical and organisational measures to protect your personal data, including encryption in transit, access controls, regular backups, and monitoring. Access to customer data is limited to personnel who need it to operate the service. We also use reputable third-party providers for hosting, storage, and payments, under contracts that require security and confidentiality. If we become aware of a personal data breach likely to pose a risk to you, we'll notify you and (where required) the ICO. You're responsible for keeping your password secure.
We retain your personal information for as long as necessary to provide our services and fulfill the purposes outlined in this Privacy Policy, unless a longer retention period is required by law.
You have the right to:
SmartOST loads Google's advertising tag on every page, for every visitor, as soon as the page opens. It sets cookies in your browser so that Google can recognise a return visit and connect it to an advertisement you may have clicked.
We use it for one purpose: to find out whether our advertising reaches people who go on to sign up or buy. What we send is that a sign-up or a purchase happened and what it was worth. We do not send your name, your email address, or anything from your portfolio.
We also report purchases to Google from our own server. If you reach SmartOST by clicking a Google advert, we store an identifier for that click alongside your purchase, and once a day we send Google the sale, what it was worth, that identifier and our own order reference, and nothing else. This only applies to people who arrived from an advert.
If you would prefer the tag did not run, you can block third-party cookies in your browser, or use Google's own advertising controls at myadcenter.google.com. Neither affects your account or anything you have bought, and neither stops the reporting from our server.
We use the services below to run SmartOST. Each receives some of your information in order to do its job. Each has its own privacy policy, and we encourage you to review them.
Coaching sessions and webinars are booked on Calendly and Zoom. Those are separate websites: we do not send them your information, and anything you enter there is covered by their policies rather than this one.
We may update this Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on this page and updating the "Last Updated" date.
If you have questions about this Privacy Policy, please contact us at: hello@smartost.co.uk
Last Updated: 26 August 2026