Privacy Policy
Effective Date: May 25, 2025
R & C Capital Management LLC d/b/a Today's the Day Co. ("Company," "we," "us," or "our") operates Today's the Day Co. (the "Site") and provides consulting, automation, and software services (the "Services"). This Privacy Policy explains how we collect, use, disclose, and protect your personal information.
1. Information We Collect
1.1 Personal Data You Provide
  • Contact details: name, email, phone, company.
  • Billing information: billing address, payment method.
  • Professional data: firm AUM, CRM platform, workflow preferences.
1.2 Usage & Technical Data
  • Automatically collected: IP address, browser type, pages visited, time stamps.
  • Cookies & tracking: first-party cookies, Google Analytics, consent banner for EU/UK.
1.3 Third-Party Sources
  • Data from CRMs (Wealthbox, Redtail) when integrated.
  • Archive providers (Smarsh, GlobalRelay) via API logs.
2. How We Use Your Information
Service Delivery
To onboard you, build automations, deliver KPI dashboards.
Billing & Administration
To invoice, process payments, and manage your account.
Improvement & Analytics
To analyze usage, improve features, and tailor offerings.
Marketing & Communications
With your consent, to send newsletters, updates, and promotional materials.
Compliance & Legal
To comply with FINRA/SEC recordkeeping rules, respond to legal requests, and enforce our agreements.
3. Sharing & Disclosure
  • Service Providers: Our sub-processors (e.g., cloud hosting, no-code platforms, archiving vendors) under DPA terms.
  • Legal Requirements: When required by law or to protect rights.
  • Business Transfers: In connection with a merger, sale, or reorganization, with notice to you.
4. Data Security & Retention
Security Measures
TLS 1.2+ in transit, AES-256 at rest, MFA for admin accounts, SOC-2 roadmap in progress.
Retention
Personal Data retained only as long as necessary for the purposes above or required by law (minimum 5 years for compliance).
5. Your Rights & Choices
  • Access & Correction: You may request access to or correction of your Personal Data.
  • Deletion: You can request deletion, subject to legal retention obligations.
  • Opt-Out: You may opt out of marketing communications at any time via unsubscribe link.
  • Cookie Consent: Manage via our banner or browser settings.
6. International Transfers
If you're located outside the U.S., your data may be transferred to the U.S. We implement Standard Contractual Clauses and appropriate safeguards under GDPR.
7. Children's Privacy
We do not knowingly collect Personal Data from children under 16. If you believe we have, please contact us to request deletion.
8. Contact Us
For questions or to exercise your rights, email [email protected] or mail to: R & C Capital Management LLC 12877 Glenmore Ct, Plymouth, MI 48170