No, Ethos does not require that you add any personally-identifiable information for your clients. 

When you add a client or lead to Ethos, the only required information is a name, and you can use initials or a pseudonym if you'd prefer not to use a client's real name.

You have the option to add an email and phone number to a client or lead's record on Ethos, but these are both optional.

Portfolio data is shown in percentages, and you cannot currently link client accounts directly to Ethos. This may be a feature in the future, but currently we are avoiding this feature to minimize personal client information on Ethos.