Romanus - Privacy Policy

Romanus Technologies Inc. ("Romanus") respects the privacy rights of our users and is strongly committed to protecting your privacy. This Privacy Policy applies to this website, as well as the services we provide via this website, our API or any of our Romanus applications provided for our users for access via mobile devices or elsewhere (which we collectively call the "Site" or the “Services”) as well as any information collected and provided to Romanus via the site.

When you use the Site and/or the Services, Romanus or a designated service provider may collect personal information that you voluntarily provide via the Site and/or the Services, on third-party websites and applications, or offline in connection with your Romanus subscription and Romanus applications.

The purpose of this Privacy Policy is to give you clear and concise information about the information we may collect, how we may use it, how we will not use it, and how to learn more about information about you that we may have collected, including how to opt out of our collection of that information.

In requesting for and creating a Romanus account, you acknowledge that you have read, understood and agreed to this Privacy Policy until such time, as you may choose to opt out of this Privacy Policy by following the instructions below.

What & Why

When you interact with the Site and/or the Services, we may collect personal data, which is information that can be used to uniquely identify you, as well as various other types of information, including information about your interactions with the Services (which we call, collectively, “Your Information”). We collect and use Your Information pursuant to our contract with you, or your agreement to our Customer Terms upon creating a Romanus user account, so that we may provide you with the Services in a reliable and secure manner. We also collect and use Your Information for our legitimate business needs. Some examples of Your Information and how we use it are:

Account information

We collect, and associate with your account, the information you provide to us when you do things such as sign up for your account, become a paid user, and set up two-factor authentication (like your name, email address, phone number, payment info, and physical address). Some of our Services let you access your accounts and Your Information via mobile devices and / or other service providers.


Service Data

We collect, and associate with your account, the information you provide to us when you do things such as sign up for your account, become a paid user, and set up two-factor authentication (like your name, email address, phone number, payment info, and physical address). Some of our Services let you access your accounts and Your Information via mobile devices and / or other service providers.

Our Services are designed to allow you to analyze, store, annotate and interact with a large variety of types of financial data and other information provided by or via the Services (“Data”), as well as to upload additional Data, take notes or annotate Data, and, if enabled, share Data, including but not limited to analysis, notes or annotations with other authorized users, collaborate with others, and work across multiple devices. To make that possible, we collect the Data you provide as well as your notes, annotations, searches, analyses and other necessary information about your interactions with the Services, and we store, process, and securely transmit Your Information, including Data, as well as information related to it necessary for us to provide the Services. If enabled, our Services provide you several different options for sharing portions of Your Information with other users, and when you use those options, you are giving those users permission to see and interact with those portions of Your Information.

Information from Other Sources

Romanus may receive Your Information from other sources, including its clients or third-party service providers (“Partners”). To the extent we receive such third-party sourced information we will treat the information as Your Information to be protected under this Privacy Policy. We are not responsible for the accuracy of any information provided by third parties or third-party policies or practices. Romanus may use the personal data provided by our Partners to provide Partner Services in accordance with the terms applicable to the relevant Partner service and otherwise with the Partners’ instructions. Romanus will work with its Partners to ensure that individuals are offered appropriate choices as to how their Your Information is handled by Romanus and the applicable Partners. Within the scope of our authorization to do so, Romanus will work with its Partners to provide individuals access to personal data about them that Romanus holds on behalf of its Partners. Romanus also will take reasonable steps to enable individuals, either directly or in connection with the Partners, to correct, amend, or delete personal data that is demonstrated to be inaccurate.

Usage Information

Romanus may collect information related to how you use the Services, including actions you take in your account (like searching, analyzing and manipulating Data, sharing, editing, viewing, and tagging notes or annotations), as well as storing any Data you upload to or create within the Services. Our Services may also collect certain non-personally identifiable information for analytical purposes.We use this information in order to create and maintain business records, billing information, and for other purposes essential to our client relationships. We may also use this information, in an anonymized format that does not allow us to view Your Information or Data created or uploaded by you specifically, to improve our Services, develop new services and features, and protect Romanus users. For example, we may collect information about how you use the Services, including actions you take in your Romanus account, how you interact with our desktop and mobile apps and other related information to optimize the design and placement of certain features to make it more usable, or to automate certain tasks that users frequently do manually. We generally store this information for so long as we maintain a business relationship with a given client and until such time as we are requested to delete it.

Device information

We also may collect information from and about the devices you use to access the Services. This includes things like IP addresses, the type of browser and device you use, the web page you visited before coming to our sites, and identifiers associated with your devices. Your devices (depending on their settings) may also transmit location information to the Services. We use this information to protect our users’ security, optimize our Services for those devices, provide customer support, and to otherwise generally improve the Services.

Cookies and other technologies

Cookies, site tags and other similar technologies are small pieces of information transferred to and stored on your computer or device through your web browser or our applications to enable our systems to recognize your preferences and settings. We use technologies like cookies and pixel tags to provide, improve, protect, and promote our Services. For example, cookies help us with things like remembering your username for your next visit, understanding how you are interacting with our Services, and improving them based on that information. When accessing client-specific secure content, you are acting as a representative of your company and your interactions with our site in this capacity are governed by our relationship agreement with your company. Most browsers and devices automatically accept cookies; you may manually disable them, but this may limit your ability to use the Services.


We may give users the option to use some of our Services on a trial basis free of charge. These free Services are made possible by the fact that some users upgrade to one of our paid Services. If you register for trial access to our Services, we will, from time to time, send you information about upgrades when permissible. We sometimes contact people who do not have a Romanus account. Users who receive these marketing materials can opt out at any time. If you do not want to receive marketing materials from us, simply click the ‘unsubscribe’ link in any email, or email

Sharing Your Information

Romanus will not sell Your Information to advertisers or other third parties. Under the circumstances described in this section, we may, however, share Your Information solely for the purposes of providing you and improving the Services. Romanus uses certain trusted third parties (for example, providers of technology, hosting, analytical and other IT services) to help us provide, improve, protect, and promote our Services. These third parties may access Your Information only to perform tasks on our behalf in compliance with this Privacy Policy, and we remain responsible for their handling of Your Information per our instructions. Certain features or settings automatically provide or let you make additional information available to others.

Other users

If sharing is enabled, information about your identity may be shared with other users in your organization, and you may be able to share portions of Your Information with those users. When your Romanus account is granted to you by your employer or organization, we may help collaborators and administrators find you and your team by making some of your basic information—like your name, team name, profile picture, and email address—visible to other users on the same domain. We may also provide more detailed portions of Your Information and your usage of the Services with authorized personnel at your employer or organization for compliance and oversight purposes.

Company Admins

If your Romanus account was created by or on behalf of your employer or organization, your administrator may have the ability to access and control your Romanus account. Please refer to your organization’s internal policies if you have questions about this.

Law & Order and the Public Interest

We may disclose Your Information to third parties if we determine that such disclosure is reasonably necessary to: (a) comply with any applicable law, regulation, legal process, or appropriate government request; (b) protect any person from death or serious bodily injury; (c) prevent fraud or abuse of Romanus or our users; (d) protect Romanus’s rights, property, safety, or interest; or (e) perform a task carried out in the public interest.

Stewardship of your data is critical to us and a responsibility that we embrace. We believe that your data should receive the same legal protections regardless of whether it’s stored on our Services or on your home computer’s hard drive. We’ll abide by terms of our Customer Terms and Conditions or any other contractual agreement you have with Romanus when receiving, scrutinizing, and responding to government requests (including national security requests) for your data, while also making commercially reasonable efforts to a) be transparent; b) fight blanket requests; c) protect all users; and d) provide trusted services.

Data Security and Integrity

Romanus makes every reasonable effort to protect the information in our care from loss, misuse, alteration or destruction. Only authorized employees and clients have access to the data that we gather, and that access is limited by need and permission. All employees who have access to client data are enjoined to maintain the confidentiality of such information. No method of transmission over the Internet or method of electronic storage is 100% secure; therefore, while we strive to use all commercially reasonable means to protect client information, we cannot guarantee absolute security. Romanus maintains specific personnel, policies, protocols and other rules and processes to carry out our commitments in this Privacy Policy and protect Your Information, including:

Security Personnel

We have personnel dedicated to keeping Your Information secure and testing for vulnerabilities. We also continue to work on features to keep Your Information safe in addition to things like two-factor authentication, encryption of files at rest, and alerts when new devices and apps are linked to your account. We deploy automated technologies to detect abusive behavior and content that may harm our Services, you, or other users.


When you sign up for an account with us, we’ll retain information you store on our Services for as long as your account is in existence or as long as we need it to provide you the Services, and may retain Your Information until such time as we receive a legitimate request for its deletion for anonymized analytical or system improvement purposes. Even after you cease using the Services, we will continue to honor this Privacy Policy and the contractual obligations of confidentiality with regard to Your Information contained in our Customer Terms for however long we retain Your Information. If you or your Company Admin (as applicable) wish to delete your account, we will initiate deletion of Your Information within 30 days of receiving a properly authorized request.

Please note: (1) there might be some latency in deleting this information from our servers and back-up storage; and (2) we may retain this information if necessary to comply with our legal obligations, resolve disputes, or enforce our agreements.


Romanus controls and operates the Services from Canada and makes no representation that the Services will be appropriate or available for use in other locations. If you use the Services from outside Canada, you are entirely responsible for compliance with all applicable local laws.

To provide you with the Services, we may store, process, and transmit information in Canada and locations around the world—including those outside your country. Information may also be stored locally on the devices you use to access the Services.


If we are involved in a reorganization, merger, acquisition, or sale of our assets, Your Information may be transferred as part of that deal. We may choose to notify you (for example, via a message to the email address associated with your account) of any such deal and outline your choices in that event.

We may revise this Privacy Policy from time to time and the most recent version will be available to you every time you login to access our services. If a revision meaningfully changes your rights, we will notify you of that revision in advance or upon your next login to the Services.


Have questions or concerns about Romanus, our Services, and privacy? Contact us at or get in touch with your Sales Representative from Romanus.