Privacy Policy

Adviserly, Inc.

Privacy Policy

This privacy policy (“Privacy Policy”) provides our policies and procedures for collecting, using, and disclosing your information. Users can access the services provided by Adviserly, Inc. (“Adviserly”, “we” or “our”) through our website www.adviserly.com or through the website of our authorized partners, including by any mobile or tablet application we or our authorized partners may make available from time to time (the “Services”). This Privacy Policy governs your access of the Services, regardless of what type of device or application you use to access them.  By using our Services you consent to the collection, transfer, processing, storage, disclosure and other uses of information described in this Privacy Policy.  The term “Information” refers to all of the different forms of data, content, and information described below.

The Information We Collect and Store

We may collect and store the following Information when you are using the Services:

Information You Provide.   When you register for, or access, a Adviserly account, we may collect some personal Information that can be used to contact or identify you (“Personal Information”), such as your name, phone number, credit card or other billing Information, email address, home and business postal addresses.

Files.   We collect and store the files, information and other content you upload, download, or accesses with the Services (“Files”).

Cookies.   We use “cookies” to collect Information and improve our Services. A cookie is a small data file that we transfer to your device. We may use “session ID cookies” to enable certain features of the Services, to better understand how you interact with the Services and to monitor aggregate usage and web traffic routing on the Services. We may also use “persistent cookies” to save your registration ID and login password for future logins to the Services. You can instruct your browser, by changing its options, to stop accepting cookies or to prompt you before accepting a cookie from the websites you visit. If you do not accept cookies, however, you may not be able to use all aspects of the Services.

Log Data.   When you use the Services, we automatically record Information from the device you use, its software, and your activity using the Services. This may include the device’s Internet Protocol (“IP”) address, browser type, the web page(s) visited before you came to our website, Information you search for on our website, locale preferences, identification numbers associated with your devices, your mobile carrier, date and time stamps associated with transactions, system configuration, metadata concerning your Files, and other interactions with the Services.

How We Use Your Information

Personal Information.   Personal Information and data collected from cookies and other logging data may be used: (i) to provide and improve our Services and customer service, (ii) to administer your use of the Services, (iii) to better understand your needs and interests, (iv) to personalize and improve your experience, and (v) to provide or offer software updates and product announcements. If you no longer wish to receive communications from us, please follow the “unsubscribe” instructions provided in any of those communications, or update your account settings, as applicable.  We do not sell your Personal Information or Files to third parties.

Analytics.   We may also collect some Information (ourselves or by using third party services) using logging and cookies, such as IP addresses, which can sometimes be correlated with Personal Information. We use this Information for the above purposes and to monitor and analyze use of the Services, for the Services’ technical administration, to increase our Services’ functionality and user-friendliness, and to verify users have the authorization needed for the Services to process their requests.

Information Sharing and Disclosure

Your Use.   We will display your Personal Information in your profile page and elsewhere on the Services according to the preferences you set in your profile or in any Adviserly account which you access. You can review and revise your profile Information at any time.

Service Providers, Business Partners and Others.   We do not sell your Personal Information or Files to third parties, other than our authorized business partners through with we may offer our Services from time to time.  We may use certain trusted third party companies and individuals to help us provide, analyze, and improve the Services (including but not limited to data storage, maintenance services, database management, web analytics, payment processing, and improvement of the Services’ features). These third parties may have access to your Information only for purposes of performing these limited tasks on our behalf and under obligations similar to those in our Privacy Policy.

Compliance with Laws and Law Enforcement Requests; Protection of Adviserly’s Rights.   We may disclose to outside parties Files and/or Personal Information stored in Adviserly accounts which you access and Information about you that we collect when we have a good faith belief that disclosure is reasonably necessary to (a) comply with a law, regulation or compulsory legal request; (b) protect the safety of any person from death or serious bodily injury; (c) prevent fraud or abuse of Adviserly, its Services or its users; or (d) to protect Adviserly’s property rights. If we provide your Files to a law enforcement agency as set forth above, we will remove Adviserly’s encryption from the Files before providing them to law enforcement. However, Adviserly will not be able to access and decrypt any Files on your behalf or that you encrypted prior to storing them via the Services.

Transfers of Our Business.   If we are involved in a merger, acquisition, or sale of all or a portion of our assets, your Information may be transferred as part of that transaction, but we will notify you (for example, via email and/or a prominent notice on our website) of any change in control or use of your Personal Information or Files, or if such Information becomes subject to a different privacy policy.

Non-private or Non-Personal Information.   We may, at our discretion, disclose your non-private, aggregated, or otherwise non-personal Information, such as usage statistics of our Services.

Opting Out.  You may opt out of our using or sharing any other Personal Information with our third party business partners.  Opting out may affect how well we are able to service your account(s) and customer needs, but we will still be able to provide you with the Services.  You may opt out by selecting the applicable “opt out” features within the Services, or contacting us via email at info@adviserly.com.

Changing or Deleting Your Information

If you are registered as the account holder, you may review, update, correct or delete the Personal Information provided in your registration or account profile by changing the “account settings.” In some cases we may retain copies of your Information and Files if required by law. For questions about your Personal Information or Files on our Services, please contact info@adviserly.com. We will respond to your inquiry within 30 days.

Data Retention

We may retain and use your Information as necessary to comply with our legal obligations, resolve disputes, and enforce our agreements. Consistent with these requirements, we will attempt to delete your Information quickly upon request by you. Please note, however, that there might be latency in deleting Information from our servers and backed-up versions might exist after deletion. In addition, we do not delete from our servers Files that you have in common with other users.

Security

The security of your Information is important to us. When you enter sensitive Information on any order or payment forms or submit Files, we follow generally accepted standards to protect the Information and Files submitted to us, both during transmission and once we receive it. No method of electronic transmission or storage is 100% secure, however. Therefore, we cannot guarantee its absolute security.  If you have any questions about security on our website, you can contact us at info@adviserly.com.

Our Policy Toward Children

Our Services are not directed to persons under 13. We do not knowingly collect Personal Information from children under 13. If a parent or guardian becomes aware that his or her child has provided us with Personal Information without their consent, he or she should contact us at info@adviserly.com. If we become aware that a child under 13 has provided us with Personal Information, we will take steps to delete such Information.

Contacting Us

If you have any questions about this Privacy Policy, please contact us at info@adviserly.com or at.

Adviserly, Inc.

Attn: General Counsel
2929 N Power Rd
STE 101
Mesa, AZ 85215

Changes to our Privacy Policy

This Privacy Policy may change from time to time. If we make a change to this Privacy Policy that we believe materially reduces your rights, we will provide you with notice by email or by posting such changes on our site.  We may provide notice of changes in other circumstances as well. By continuing to use the Services after those changes become effective, you agree to be bound by the revised Privacy Policy.

Last Modified: January 28, 2019