AdvisorConnect Pro Privacy Policy
Effective date: 03/29/2025
AdvisorConnect Pro ("us", "we", or "our") operates [www.advisorconnectpro.com] (hereinafter referred to as the "Service").
This page informs you of our policies regarding the collection, use and disclosure of personal data when you use our Service and the choices you have associated with that data.
We use your data to provide and improve the Service, and to connect you with qualified fiduciary financial advisors in our network. By using the Service, you agree to the collection and use of information in accordance with this policy. Unless otherwise defined in this Privacy Policy, the terms used in this Privacy Policy have the same meanings as in our Terms of Use, accessible from [www.advisorconnectpro.com/terms].
Definitions
Service
Service is [www.advisorconnectpro.org] operated by AdvisorConnect Pro
Personal Data
Personal Data means data about a living individual who can be identified from those data (or from those and other information either in our possession or likely to come into our possession).
Usage Data
Usage Data is data collected automatically either generated by the use of the Service or from the Service infrastructure itself (for example, the duration of a page visit, video watch time, or qualification survey responses).
Cookies
Cookies are small files stored on your device (computer or mobile device).
Network Advisors
Independent fiduciary financial advisors who are part of the AdvisorConnect Pro network and may receive your information for consultation purposes.
Information Collection and Use
We collect several different types of information for various purposes to provide and improve our Service to you and to facilitate connections with qualified financial advisors.
Types of Data Collected
Personal Data
While using our Service, we may ask you to provide us with certain personally identifiable information that can be used to contact or identify you ("Personal Data"). Personally identifiable information may include, but is not limited to:
Email address
First name and last name
Phone number
Address, State, Province, ZIP/Postal code, City
Age or age range
Financial Information: Asset ranges, retirement timeline, investment concerns, current advisory relationship status
Qualification Survey Responses: Information about your retirement planning needs, priorities, and circumstances
Cookies and Usage Data
We may use your Personal Data to:
Connect you with qualified advisors in our network based on your location, asset level, and planning needs
Provide educational content relevant to your retirement planning stage
Contact you with newsletters, educational materials, appointment scheduling, and other information that may be of interest to you
Facilitate consultation scheduling between you and matched network advisors
You may opt out of receiving marketing communications from us by following the unsubscribe link or the instructions provided in any email we send, or by contacting us directly.
Usage Data
We may also collect information on how the Service is accessed and used ("Usage Data"). This Usage Data may include information such as your computer's Internet Protocol address (e.g. IP address), browser type, browser version, the pages of our Service that you visit, the time and date of your visit, the time spent on those pages, video engagement metrics (watch time, completion rates, replay behavior), qualification survey progress and responses, unique device identifiers and other diagnostic data.
Location Data
We may use and store information about your location if you give us permission to do so ("Location Data"). We use this data primarily to match you with advisors in your geographic area and to provide location-relevant content and services. You can enable or disable location services when you use our Service at any time by way of your device settings.
Tracking & Cookies Data
We use cookies and similar tracking technologies to track the activity on our Service and we hold certain information. Cookies are files with a small amount of data which may include an anonymous unique identifier. Cookies are sent to your browser from a website and stored on your device. Other tracking technologies are also used such as beacons, tags and scripts to collect and track information and to improve and analyse our Service.
You can instruct your browser to refuse all cookies or to indicate when a cookie is being sent. However, if you do not accept cookies, you may not be able to use some portions of our Service, including video progress tracking, survey completion, and advisor matching functionality.
Examples of Cookies we use:
Session Cookies: We use Session Cookies to operate our Service and maintain your session during qualification surveys
Preference Cookies: We use Preference Cookies to remember your preferences, survey progress, and various settings
Security Cookies: We use Security Cookies for security purposes
Analytics Cookies: We use Analytics Cookies to track video engagement, page performance, and user journey optimization
Functional Cookies: We use Functional Cookies to enable features like appointment scheduling and advisor matching
Use of Data
AdvisorConnect Pro uses the collected data for various purposes:
- To provide and maintain our Service
- To match you with appropriate financial advisors in our network based on your location, asset level, retirement timeline, and planning concerns
- To facilitate scheduling of consultations between you and matched advisors
- To share your qualification information with matched advisors to prepare for your consultation
- To notify you about changes to our Service
- To allow you to participate in interactive features of our Service when you choose to do so (surveys, video training, masterclasses)
- To provide customer support
- To gather analysis or valuable information so that we can improve our Service and advisor matching algorithms
- To monitor the usage of our Service
- To detect, prevent and address technical issues
- To send appointment reminders and follow-up communications via email, SMS, or phone
- To provide you with educational content, retirement planning resources, and information about advisor services that may be relevant to your situation
Sharing of Data with Network Advisors
Information Shared with Matched Advisors: When we match you with advisors in our network, we share relevant information including:
- Your name and contact information (email, phone)
- Your location/state of residence
- Your asset range and retirement timeline
- Your primary planning concerns and priorities
- Responses from qualification surveys
- Any specific questions or requests you've submitted
Purpose of Sharing: This information is shared to enable advisors to:
- Prepare for your consultation
- Understand your planning needs and concerns
- Provide relevant and personalized guidance during your session
- Follow up appropriately after your consultation
Advisor Obligations: Network advisors are required to:
- Maintain the confidentiality of your information
- Use your information solely for providing advisory services
- Comply with applicable privacy and data protection laws
- Maintain their own professional liability and data security measures
Transfer of Data
Your information, including Personal Data, may be transferred to — and maintained on — computers located outside of your state, province, country or other governmental jurisdiction where the data protection laws may differ from those of your jurisdiction.
If you are located outside [YOUR STATE/COUNTRY] and choose to provide information to us, please note that we transfer the data, including Personal Data, to [YOUR LOCATION] and process it there.
Your consent to this Privacy Policy followed by your submission of such information represents your agreement to that transfer.
AdvisorConnect Pro will take all the steps reasonably necessary to ensure that your data is treated securely and in accordance with this Privacy Policy and no transfer of your Personal Data will take place to an organisation or a country unless there are adequate controls in place including the security of your data and other personal information.
Disclosure of Data
Legal Requirements
AdvisorConnect Pro may disclose your Personal Data in the good faith belief that such action is necessary to:
- To comply with a legal obligation
- To protect and defend the rights or property of AdvisorConnect Pro
- To prevent or investigate possible wrongdoing in connection with the Service
- To protect the personal safety of users of the Service or the public
- To protect against legal liability
Business Transfers
If AdvisorConnect Pro is involved in a merger, acquisition or asset sale, your Personal Data may be transferred. We will provide notice before your Personal Data is transferred and becomes subject to a different Privacy Policy.
Data Retention
We will retain your Personal Data only for as long as is necessary for the purposes set out in this Privacy Policy. We will retain and use your Personal Data to the extent necessary to comply with our legal obligations, resolve disputes, and enforce our legal agreements and policies.
Specifically:
Active users: Data retained while you remain an active user of our Service
Inactive users: Data may be retained for up to [TIME PERIOD] after last activity for potential re-engagement
Legal requirements: Some data may be retained longer to comply with legal or regulatory requirements
Consultation records: Information related to advisor consultations may be retained in accordance with financial services record-keeping requirements
Security of Data
The security of your data is important to us, but remember that no method of transmission over the Internet, or method of electronic storage is 100% secure. While we strive to use commercially reasonable means to protect your Personal Data, we cannot guarantee its absolute security.
We implement appropriate technical and organizational security measures including:
Encryption of data in transit and at rest
Regular security assessments and updates
Access controls and employee training
Secure data centers and hosting infrastructure
Additional protections for financial information in compliance with industry standards
Your Data Protection Rights
Depending on your location, you may have the following rights regarding your personal data:
- The right to access – You have the right to request copies of your personal data
- The right to rectification – You have the right to request that we correct any information you believe is inaccurate or complete information you believe is incomplete
- The right to erasure – You have the right to request that we erase your personal data, under certain conditions
- The right to restrict processing – You have the right to request that we restrict the processing of your personal data, under certain conditions
- The right to object to processing – You have the right to object to our processing of your personal data, under certain conditions
- The right to data portability – You have the right to request that we transfer the data that we have collected to another organization, or directly to you, under certain conditions
To exercise any of these rights, please contact us using the information provided in the "Contact Us" section below.
Our Policy on "Do Not Track" Signals
We do not support Do Not Track ("DNT"). Do Not Track is a preference you can set in your web browser to inform websites that you do not want to be tracked.
You can enable or disable Do Not Track by visiting the Preferences or Settings page of your web browser.
Service Providers
We may employ third party companies and individuals to facilitate our Service ("Service Providers"), provide the Service on our behalf, perform Service-related services or assist us in analyzing how our Service is used. These third parties have access to your Personal Data only to perform these tasks on our behalf and are obligated not to disclose or use it for any other purpose.
Analytics
We may use third-party Service Providers to monitor and analyze the use of our Service.
Google Analytics
Google Analytics is a web analytics service offered by Google that tracks and reports website traffic. Google uses the data collected to track and monitor the use of our Service. This data is shared with other Google services. Google may use the collected data to contextualize and personalize the ads of its own advertising network.
You can opt-out of having made your activity on the Service available to Google Analytics by installing the Google Analytics opt-out browser add-on. The add-on prevents the Google Analytics JavaScript (ga.js, analytics.js and dc.js) from sharing information with Google Analytics about visits activity.
For more information on the privacy practices of Google, please visit the Google Privacy & Terms web page: https://policies.google.com/privacy
Communication Services
We may use third-party services for:
- Email delivery (educational content, appointment scheduling, follow-up communications)
- SMS/Text messaging (appointment reminders, urgent notifications)
- Calendar and scheduling systems to facilitate advisor consultations
- Customer relationship management to track your journey and preferences
Payment Processing
We may provide paid products and/or services within the Service. In that case, we use third-party services for payment processing (e.g. payment processors).
We will not store or collect your payment card details. That information is provided directly to our third-party payment processors whose use of your personal information is governed by their Privacy Policy. These payment processors adhere to the standards set by PCI-DSS as managed by the PCI Security Standards Council, which is a joint effort of brands like Visa, MasterCard, American Express and Discover. PCI-DSS requirements help ensure the secure handling of payment information.
Links to Other Sites
Our Service may contain links to other sites that are not operated by us, including websites of our network advisors, educational resources, and financial tools. If you click a third party link, you will be directed to that third party's site. We strongly advise you to review the Privacy Policy of every site you visit.
We have no control over and assume no responsibility for the content, privacy policies or practices of any third party sites or services, including the websites and privacy practices of our network advisors.
Children's Privacy
Our Service does not address anyone under the age of 18 ("Children").
We do not knowingly collect personally identifiable information from anyone under the age of 18. If you are a parent or guardian and you are aware that your Child has provided us with Personal Data, please contact us. If we become aware that we have collected Personal Data from children without verification of parental consent, we take steps to remove that information from our servers.
California Privacy Rights
If you are a California resident, you may have additional rights under the California Consumer Privacy Act (CCPA) including:
The right to know what personal information we collect, use, disclose, and sell
The right to delete personal information we have collected from you
The right to opt-out of the sale of personal information
The right to non-discrimination for exercising your CCPA rights
Note: We do not sell personal information to third parties for monetary consideration. However, sharing information with our network advisors for consultation purposes may be considered a "sale" under CCPA's broad definition.
To exercise your California privacy rights, please contact us using the information provided below.
Changes to This Privacy Policy
We may update our Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on this page.
We will let you know via email and/or a prominent notice on our Service, prior to the change becoming effective and update the "effective date" at the top of this Privacy Policy.
You are advised to review this Privacy Policy periodically for any changes. Changes to this Privacy Policy are effective when they are posted on this page.
For California residents: You may also contact us to exercise your CCPA rights or for questions about our California privacy practices.