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1. Purpose & Scope

AJConsulting LLC develops proprietary, internal-use software. These development projects are strictly limited to private use and may include financial data aggregation and analysis. No software developed by the firm is sold, licensed, or made available for public use.

2. Data Collection & Read-Only Access

To facilitate secure financial data synchronization, some development projects utilize third-party API integrators including Plaid Inc. and SnapTrade. All API integrations are configured for read-only access. The firm does not utilize "write" or "transfer" permissions and cannot execute transactions or modify financial accounts. Through these services, AJConsulting LLC may access:

  • Account Holdings: Asset types, tickers, and quantities.
  • Transaction History: Historical trade and dividend data.
  • Balance Information: Real-time account valuations.

3. Information Usage

All gathered data is used strictly for internal development testing and private analysis. AJConsulting LLC does not sell, trade, or share any personal or financial data with outside parties.

4. Security Protocols

AJConsulting LLC applies high-level security standards to all development environments:

  • Encryption: Sensitive API tokens and identifiers are encrypted at rest using AES-256.
  • Transmission: All data traffic is secured via TLS 1.2 or higher.
  • Access Control: System access is strictly restricted to the Managing Member via Multi-Factor Authentication (MFA).

5. Contact Information

For inquiries regarding data handling or this policy, please contact the entity below:

  • Entity AJConsulting LLC
  • Email ajconsulting@hiatt.us
  • Location Fort Collins, Colorado