Privacy Policy | Planr

Privacy Policy

How we collect, use, and protect your information

Last Updated: November 9th, 2025

Planr Software Limited ("we", "us", "our") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website www.planr.com and use our services.

Planr Software Limited is the data controller responsible for your personal data. We are registered in Ireland with our office at 70 South Mall, Co. Cork, Ireland.

1. Information We Collect

Personal Data

When you register on our site, subscribe to our services, or contact us, we may collect personal information such as your name, email address, phone number, and payment details.

Device Information

We collect information about your device, including operating system, browser type, and IP address, to enhance your user experience.

Usage Data

We gather information on how you interact with our services, including access times, pages viewed, and the actions you take on our site.

Cookies and Tracking Technologies

We use cookies and similar tracking technologies to track activity on our service and hold certain information.

3. Use of Information

We use the information we collect to:

  • Provide, operate, and maintain our services
  • Improve, personalize, and expand our services
  • Communicate with you, including customer support and service-related announcements
  • Process your transactions and manage your subscriptions
  • Understand and analyze how you use our services
  • Send marketing communications where you have opted in to receive them

4. Cookies and Tracking Technologies

We use cookies and similar tracking technologies to track the activity on our service and store certain information. Cookies are files with a small amount of data which may include an anonymous unique identifier.

You can instruct your browser to refuse all cookies or to indicate when a cookie is being sent. However, if you do not accept cookies, you may not be able to use some portions of our service.

5. Third-Party Services

We may employ third-party companies and individuals to facilitate our service, provide the service on our behalf, perform service-related services, or assist us in analyzing how our service is used.

These third parties have access to your personal information only to perform these tasks on our behalf and are obligated not to disclose or use it for any other purpose. A list of our key sub-processors is available upon request.

6. Data Security

We use administrative, technical, and physical security measures to help protect your personal information. While we have taken reasonable steps to secure the personal information you provide to us, please be aware that despite our efforts, no security measures are perfect or impenetrable, and no method of data transmission can be guaranteed against any interception or other type of misuse.

7. Data Retention

We retain your personal information for as long as your account is active or as needed to provide you with our services. For specific retention periods:

Retention Periods

Account information: Retained for the duration of your subscription and for up to 3 years after termination for legal and audit purposes.

Transaction records: Retained for 7 years to comply with financial and tax obligations.

Usage data: Retained for up to 2 years for analytics purposes.

We may retain certain information longer where required by law or to protect our legal interests.

8. International Data Transfers

Your information, including personal data, may be transferred to and maintained on computers located outside of your country, including in the United States, where data protection laws may differ from those in your jurisdiction.

For transfers of personal data from the European Economic Area (EEA) to countries not deemed adequate by the European Commission, we implement appropriate safeguards, including Standard Contractual Clauses approved by the European Commission, to ensure your data is protected to EU standards.

If you are located in the EEA and choose to provide information to us, please note that we transfer the data, including personal data, to the United States and process it there using these safeguards.

9. Disclosure of Your Information

We may share information we have collected about you in certain situations. Your information may be disclosed as follows:

By Law or to Protect Rights

If we believe the release of information about you is necessary to respond to legal process, to investigate or remedy potential violations of our policies, or to protect the rights, property, and safety of others, we may share your information as permitted or required by any applicable law, rule, or regulation.

Business Transfers

We may share or transfer your information in connection with, or during negotiations of, any merger, sale of company assets, financing, or acquisition of all or a portion of our business to another company.

Third-Party Service Providers

We may share your information with third parties that perform services for us or on our behalf, including payment processing, data analysis, email delivery, hosting services, customer service, and marketing assistance.

10. Your Data Protection Rights

Depending on your location, and particularly if you are in the European Economic Area, you have the following rights regarding your personal information:

Access

You have the right to request copies of your personal information.

Correction

You have the right to request that we correct any information you believe is inaccurate or incomplete.

Deletion

You have the right to request that we erase your personal information, under certain conditions.

Restrict Processing

You have the right to request that we restrict the processing of your personal information.

Object to Processing

You have the right to object to our processing of your personal information, including direct marketing.

Data Portability

You have the right to request that we transfer your data to another organization or directly to you.

Withdraw Consent

Where we rely on your consent to process your personal data, you have the right to withdraw that consent at any time. This will not affect the lawfulness of processing carried out before your withdrawal.

If you make a request, we have one month to respond to you. If you would like to exercise any of these rights, please contact us at support@planr.com.

11. Right to Complain

If you are not satisfied with how we handle your personal data or any request you have made, you have the right to lodge a complaint with a supervisory authority.

Irish Data Protection Commission

Website: www.dataprotection.ie

Email: info@dataprotection.ie

Address: 21 Fitzwilliam Square South, Dublin 2, D02 RD28, Ireland

You may also complain to the supervisory authority in your country of residence.

12. Marketing Communications

Where you have opted in to receive marketing communications from us, you can opt out at any time by:

  • Clicking the "unsubscribe" link in any marketing email
  • Contacting us at support@planr.com
  • Updating your preferences in your account settings

We will process your opt-out request promptly and in any event within 10 business days.

13. Changes to This Privacy Policy

We may update our Privacy Policy from time to time. We will notify you of any material changes by posting the new Privacy Policy on this page and updating the "Last Updated" date. For significant changes, we may also notify you by email.

You are advised to review this Privacy Policy periodically for any changes. Changes to this Privacy Policy are effective when they are posted on this page.

Questions About Your Privacy?

If you have any questions about this Privacy Policy or our data practices, please contact us.

70 South Mall, Co. Cork, Ireland

Book Your Demo

See Planr in action with your portfolio data

Chat with Planr AI