Privacy Policy.

Information we collect

FJ Strategic Solutions Inc. may collect information you provide directly through our website, proposal forms, software subscriptions, chat assistant, support requests, and professional service engagements. This may include your name, email address, phone number, company or association name, billing information, property details, reserve study information, uploaded files, messages, and other information needed to provide our services.

Reserve study and financial planning work may also require property, component, funding, reserve balance, assessment, expenditure, report, image, and supporting documentation data. When appropriate, we may receive information from customers, property managers, board members, service providers, public sources, or third party tools used to complete the requested work.

How we use information

We use information to provide, improve, and support our services, including:

• Preparing reserve studies, reserve study updates, funding plans, reports, disclosures, and financial review materials.
• Operating software subscriptions, user accounts, support workflows, demos, and customer communications.
• Responding to proposal requests, contact forms, chatbot messages, and support questions.
• Processing payments, managing subscriptions, and completing contractual obligations.
• Improving website, software, reporting, analytics, customer support, and service quality.
• Complying with legal, accounting, security, fraud prevention, and recordkeeping obligations.

Aggregated and de-identified data

We may aggregate, anonymize, or de-identify information so it no longer reasonably identifies a specific customer, person, association, property, or account. We may use this aggregated or de-identified data to improve our software, reporting tools, cost assumptions, benchmarking, analytics, customer support, quality control, and overall service delivery for all customers.

For example, aggregated data may help us better understand common reserve study workflows, reporting needs, component categories, funding model usage, or software performance trends. We do not use aggregated or de-identified data to publicly disclose confidential customer-specific information.

How we share information

We do not sell customer personal information. We may share information when needed to provide services, operate the website or software, complete transactions, comply with legal obligations, protect our rights, or work with trusted vendors and service providers. These providers may include hosting, payment processing, analytics, form, chatbot, email, security, backup, and software support providers.

We may also share information with your authorized representatives, such as board members, property managers, reserve specialists, financial advisors, accountants, attorneys, or other parties you direct us to work with for a project.

Data security

We use reasonable administrative, technical, and organizational safeguards designed to protect information from unauthorized access, alteration, loss, misuse, or disclosure. No internet, email, cloud, or software system can be guaranteed to be completely secure, so customers should avoid sending unnecessary sensitive information unless it is needed for the requested service.

Data retention

We may retain information for as long as needed to provide services, support customer accounts, maintain records, improve products, resolve disputes, comply with legal obligations, and preserve business records. Customers may request updates or corrections to personal information by contacting us.

Marketing communications

We may send service updates, product information, support notices, or marketing communications where permitted. You may opt out of marketing emails by using the unsubscribe instructions in the message or by contacting us. Important service, account, billing, or security messages may still be sent when necessary.

Third party websites and services

Our website and services may link to or use third party tools, forms, payment processors, chat services, analytics services, or external websites. We are not responsible for the privacy practices, content, or security of third party websites or services. Their privacy policies apply to their own collection and use of information.

Contact us

If you have questions about this Privacy Policy or want to request an update to your information, contact FJ Strategic Solutions Inc. at [email protected].