Retirement Dashboard
Privacy Policy
Last updated: June 25, 2026
Overview
Retirement Dashboard is a retirement income planning tool for financial advisers. It does not require an account.
Data we do not collect
Retirement Dashboard does not collect, sell, rent, share, or use personal information or plan information. It includes no advertising, tracking, analytics, or third-party data-collection SDKs. Retirement Dashboard has no server that receives or stores your client plans.
Local plan storage
Client plans and the assumptions you enter are stored only in document files on your Mac, in the location you choose. No plan data is sent to AppsRocket or any third party.
When you export a PDF report, the file is created locally on your Mac. If you then share that file, it is subject to the privacy policy of the service you use to share it.
Retirement Dashboard does not connect to, link to, or transmit information to any financial institution, investment account, pension provider, or external service.
macOS may include app data in a Time Machine or iCloud backup depending on your device and account settings. This is controlled by Apple and your device settings, not by Retirement Dashboard.
Changes
If this policy changes, the updated version will be made available at this URL before the corresponding app update is released.
Contact
For questions about this policy, please use the AppsRocket contact page.