To use the Platform, you must sign a licensing agreement and/or create an account. In doing so, we collect information you provide directly to us. For example, you share information directly with us when you create an account, fill out a form, submit or post content through our Platform, make a purchase, communicate with us via third-party platforms, request customer support, or otherwise communicate with us. The types of personal information we may collect include your name, email address, postal address, phone number including cell phone number, professional or employment-related information such as company name or representatives’ names, and any other information you choose to provide.
The AdvisorEngine Platform is not directed to children under the age of 16. If a parent or guardian becomes aware that his or her child has provided us with personal information without your consent, please contact us at email@example.com. If we become aware that a child under the age of 16 has provided us with personal information, we will take reasonable efforts to delete such personal information.
When you access or use our Platform or otherwise transact business with us, we automatically collect certain information, including:
We obtain information from third-party sources in order to provide business services. We do not sell the information we collect. For example, we may collect information about you from identity verification Platform, credit bureaus, advertising networks, data analytics providers, and/or mailing list providers. This information is required for the use of our services. Additionally, if you create or log into your AdvisorEngine account through a third-party platform (such as Facebook or Google), we will have access to certain information from that platform, such as your name, birthday, and profile picture, in accordance with the authorization procedures determined by such platform, however we do not collect this information and do no sell this information.
We may derive information or draw inferences about you based on the information we collect. For example, we may make inferences about your location based on your IP.
We use the information we collect to provide, maintain, administer and/or improve the Platform. We also use the information we collect to:
We share personal information in the following circumstances or as otherwise described in this policy:
We may also work with third parties to serve ads to you as part of customized campaigns on third-party platforms (such as Facebook). As part of these ad campaigns, we or the third-party platforms may convert information about you, such as your email address and phone number, into a unique value that can be matched with a user account on these platforms to allow us to learn about your interests and serve you advertising that is customized to your interests. Note that the third-party platforms may offer you choices about whether you see these types of customized ads. You may opt out of receiving marketing communications at any time through those platforms. Click here to manage your advertising preferences for NextRoll/Adroll which is the third party AdvisorEngine uses for its customized campaigns, and click here to manage your advertising preferences for Google Ads.
AdvisorEngine is headquartered in the United States, and we have operations and service providers in the United States and other countries. Therefore, we and our service providers may transfer your personal information to, or store or access it in, jurisdictions that may not provide levels of data protection that are equivalent to those of your home jurisdiction. We will take steps to ensure that your personal information receives an adequate level of protection in the jurisdictions in which we process it.
You may update or correct certain account information or deactivate your account at any time by logging into your account, emailing us at firstname.lastname@example.org, or calling us at 1-866-826-2731. If you wish to deactivate your account, please note that we may retain certain information as required by law or for our legitimate business purposes. If you decide you no longer wish to receive AdvisorEngine promotional communications, please click here.
You may opt out of receiving promotional emails from AdvisorEngine by following the instructions in those communications or by calling 1-866-826-2731. If you opt out, we may still send you non-promotional emails, such as those about your account or our ongoing business relations.
California law, including the California Consumer Privacy Act or “CCPA” (Cal. Civ. Code § 1798.100 et seq.) and the Shine the Light law (Cal. Civ. Code § 1798.83), afford consumers residing in California certain rights with respect to their personal information. If you are a California resident, this section applies to you.
In the preceding 12 months, we have collected the following categories of personal information: identifiers, commercial information, internet or other electronic network activity information, professional or employment-related information, and inferences. For details about the data points we collect and the categories of sources of such collection, please see the Collection of Information section above. We collect personal information for the business and commercial purposes described in the Use of Information section above. In the preceding 12 months, we have disclosed the following categories of personal information for business purposes to the following categories of recipients:
Category of Personal Information & Recipients
Type of Information & Categories of Recipients
Identifiers: Service Providers and third-party vendors
Information, government IDs, cookies, name, alias, postal address, unique personal identifier, online identifier, Internet Protocol (IP) address, email address, cell phone number, account name, social security number, driver’s license number, passport number, or other similar identifiers
Commercial information: Service Providers and third-party vendors
Records of personal property, products or services purchased, obtained, or considered, or other purchasing or consuming histories or tendencies
Internet or other electronic network activity information: Service Providers and third-party vendors
Browsing history, search history, and information regarding a consumer’s interaction with an Internet website, application, or advertisement
Professional or employment-related information: Service Providers and third-party vendors
Name, address, government ID, social security number or other similar identifier
Inferences: Service Providers and third-party vendors
Used to create a profile reflecting a consumer such as: preferences, characteristics, phycological trends, predispositions, behavior, attitudes, intelligence, abilities, aptitudes
California law requires that we provide transparency about personal information we “sell,” which, for the purposes of the CCPA, broadly means scenarios in which AdvisorEngine has shared personal information with third parties in exchange for valuable consideration. AdvisorEngine does not “sell” personal information to advertise our products to you or otherwise.
Subject to certain limitations, you have the right to (1) request to know more about the categories and specific pieces of personal information we collect, use, and disclose, and sell, (2) request deletion of your personal information, (3) opt out of any “sales” of your personal information that may be occurring, and (4) not be discriminated against for exercising these rights. You may make these requests by emailing us at email@example.com or calling us at 1-866-826-2731. We will verify your request by asking you to provide information related to your recent interactions with us, such as your name, account number and/or address. We will not discriminate against you if you exercise your rights under the CCPA.
If we receive your request from an authorized agent, we may ask for evidence that you have provided such agent with a power of attorney or that the agent otherwise has valid written authority to submit requests to exercise rights on your behalf. If you are an authorized agent seeking to make a request, please contact us.
California law permits residents of California to request certain details about how their information is shared with third parties for direct marketing purposes. If you are a California resident and would like to make such a request, please email us at firstname.lastname@example.org or call us at 1-866-826-2731.
Our Services do not respond to “Do Not Track” signals communicated by your browser. We do not knowingly retain or sell tracking information collected about your online activity. For more information about Do Not Track, please visit www.allaboutdnt.com.
If you are located in the European Economic Area (EEA), the United Kingdom, or Switzerland, you have certain rights and protections under the law regarding the processing of your personal data, and this section applies to you.
When AdvisorEngine processes your personal data, AdvisorEngine will do so in reliance on the following lawful bases:
We store personal data associated with your account for as long as your account remains active. If you close your account, we will deactivate your account data within 30 days; otherwise, we will delete your account data after seven years of inactivity. We store other personal data for as long as necessary to carry out the purposes for which we originally collected it and for other legitimate business purposes, including to meet our legal, regulatory, or other compliance obligations.
Subject to certain limitations, you have the right to request access to the personal data we hold about you and to receive your data in a portable format, the right to ask that your personal data be corrected or erased, and the right to object to, or request that we restrict, certain processing. If you would like to exercise any of these rights, please email us at email@example.com.
If you have a concern about our processing of personal data that we are not able to resolve, you have the right to lodge a complaint with the Data Protection Authority where you reside. Contact details for your Data Protection Authority can be found using the links below:
For individuals in the EEA: https://edpb.europa.eu/about-edpb/board/members_en
For individuals in the UK: https://ico.org.uk/global/contact-us/
For individuals in Switzerland: https://www.edoeb.admin.ch/edoeb/en/home/the-fdpic/contact.html
Toll-free telephone: 1-866-826-2731
Postal address: AdvisorEngine, 3651 Trust Drive. Raleigh, NC 27616
If you use multiple browsers or devices, information that we collect about you from one particular browser or device may be used to collect information on another browser or device. Information may also be transferred to a third-party information collection on behalf of AdvisorEngine. Please note that your choice to opt-out on a particular browser or device will apply only to the collection and use of information from that particular browser or device. Opting out on a particular device will not opt you out of information collection on other devices, nor will it limit cross-device sharing on those other devices. If you use different browsers on a device or multiple devices, for each browser and device you wish to opt-out, please opt-out of each device and browser.
Industry standards are currently evolving, and we may not separately respond to or take any action with respect to a “do not track” configuration set in your internet browser.
You may be able to set your browser to reject browser cookies. However, if you choose to reject cookies, you cannot access your accounts online with AdvisorEngine or its subsidiary CRM Software Inc. Therefore, if you set your browser options to disallow cookies, you will limit the functionality we can provide when you visit our Site. The latest versions of internet browsers provide cookie management tools, such as the ability to delete or reject cookies. We recommend that you refer to information supplied by browser providers for more specific information, including how to use these tools.
Cookies is a term also used to describe other locally stored objects, such as cookies stored in an Adobe folder on your device. These cookies will not be deleted when you clear cookies from your browser. We may use this technology for purposes such as information security and fraud prevention. We do not use this technology for online behavioral advertising purposes. Please refer to information provided by Adobe for information on how to disable and control Flash objects. If you choose those options, you may limit the functionality we can provide when you visit our Site.
We may also use additional technologies such as pixel tags, web beacons, and clear GIFs, and may permit our third-party service providers to use these technologies. We use these technologies for purposes such as determining viewing and response rates and determining which offers to present to you on our own or on third-party sites.
In addition to the uses described above, we use information for purposes as allowed by law such as: servicing; communicating with you; improving our Site, products, or services; legal compliance; risk control; information security; anti-fraud purposes; personalizing the presentation of our products and services to you; tracking website usage, such as number of hits, pages visited, and the length of user sessions in order to evaluate the usefulness of our sites; and using read-receipt notifications in our email communications.