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CELESTICE™
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FAQ

Commonly asked questions

By offering concise and informative responses, this section helps users find solutions without the need to contact customer support, saving time

Celestice is an AI-powered wealth and investment management platform. It handles portfolio construction and optimization, stock and asset analysis, risk management, and autonomous financial workflows across every asset class — so investors and advisors can make better decisions faster.

Celestice serves individual investors, financial advisors and planners (RIAs/CFPs), family offices, asset managers, and institutions. The platform scales from a single portfolio to thousands of accounts, with the same optimization and risk engine underneath.

Celestice continuously monitors each portfolio against its targets and constraints, then generates tax- and cost-aware trades to correct drift. Rebalancing can run on a schedule or automatically when positions cross your defined thresholds, with a full audit trail for every proposed trade.

Yes. Data is encrypted in transit and at rest, access is tightly scoped, and we follow least-privilege principles across the platform. We never sell your data. See our Privacy Policy and Security page for full details.

Celestice provides analytics, optimization, and workflow automation. Depending on your configuration and integrations it can propose or route trades, but you stay in control of what is approved and executed. Celestice is a technology platform, not a registered investment adviser, and its output is not personalized investment advice.

Create an account to explore the platform, or contact our team for a walkthrough tailored to your firm. Onboarding includes connecting your accounts or data sources and configuring your optimization and risk preferences.

We ship improvements continuously. New features and larger enhancements are typically released every few weeks, while performance and reliability fixes go out as soon as they are ready.

No. Updates are backward-compatible and roll out without downtime. Your configurations, optimization settings, and automation rules are preserved across releases.

Significant changes are documented and communicated to account owners. Optimization or risk-model changes that could affect results are always flagged before they take effect.

Yes. Any change to the optimization, risk, or analytics methodology is versioned and announced so you can understand and, where applicable, review its impact on your portfolios.

Your chosen settings and constraints remain in effect until you change them. New capabilities are opt-in where they would alter how your portfolios are managed.

Always. Security and data-integrity fixes are treated as the highest priority and are deployed ahead of the normal release cadence.

Celestice processes the account, holdings, and market data you connect so it can analyze, optimize, and report on your portfolios. We collect only what is needed to deliver the service and never sell your data.

Data is encrypted in transit and at rest, access is scoped on a least-privilege basis, and sensitive credentials are stored in dedicated secret stores. Our security practices are summarized on the Security page.

We do not sell your data. We share it only with the infrastructure and integration providers required to run the platform, under contracts that bind them to protect it, and only as described in our Privacy Policy.

Only you and the users you explicitly grant access to. Within firms, access is controlled by role so team members see only the accounts they are authorized to work with.

Yes. You can export your data at any time, and you can request deletion of your account and associated data in line with the rights described in our Privacy Policy and GDPR page.

The complete policy is available on our Privacy Policy page, which covers what we collect, how we use it, retention, and your rights.

They set out the rules for using Celestice — your rights and responsibilities, acceptable use, service availability, and the limits of our liability. They protect both you and the platform.

No. Celestice is a technology platform that provides analytics, optimization, and workflow automation. It is not a registered investment adviser, and its output is not personalized investment advice.

Yes. We may update the terms as the product and regulations evolve. Material changes are communicated to account owners, and continued use after an update constitutes acceptance.

Depending on the severity, we may suspend or terminate access. Where possible we will notify you and give you an opportunity to resolve the issue first.

You retain ownership of the data you provide. You are granted a license to use the platform and its outputs for your own investment and business purposes as described in the terms.

The complete terms are available on our Terms & Conditions page.

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