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Privacy and Terms of Use Policies

Below are the Privacy and Terms of Use Policies for AdvisorSoftware.com and its affiliates.


Privacy policy

Updated: October 9, 2018

This Privacy Policy applies to information that website visitors transmit to Advisor Software, Inc. ("ASI") through this website, www.advisorsoftware.com. Our website allows visitors to learn About Us and its products and services ("Visitors"). Our website is also used by ASI's Clients to access ASI's investment management tools ("Clients").

Visitors and Clients may submit non-public, personal information through this website. We have developed this Privacy Policy to set forth our policies and practices regarding our use and disclosure of such non-public, personal information submitted through our website.

1. Gathering and Use of Information.
a. General Visitors to our Site. ASI collects information voluntarily provided from our Visitors through our website. However, we do not require Visitors to submit personal information to obtain general access to our website. Information that is collected is used in the aggregate to improve our services and to better serve client's software needs by providing ASI with valuable information about interests in our products and services. Certain pages of ASI's website contain forms that allow a Visitor to request information about our services and solutions. In completing a form, you may be required to provide contact information, such as name, phone number and email address. Please note that any information submitted implies consent for use of the information, and ASI may use the information from these forms to respond to requests and send information requested. ASI will not rent, sell or disclose the information collected, including email addresses, to third parties. If you elect to subscribe to our services, you will be required to complete a Subscription and Use Agreement. We ask for your credit card and billing information. Billing information is used to verify your credit card information.

b. Clients Use of our Site. Upon completing the subscription enrollment process, you will have access to ASI's investment management tools as a client. Use of the tools may involve the submission on non-public, personal information. We protect such information by placing it on the secure portion of our dedicated servers. That's why you have to enter a unique username and password each time you want to access your information. Your Password should never be shared with anyone.

When our system asks you to enter non-public, personal information, that information is protected with the Secure Sockets Layer (SSL) protocol, with a minimum of 128-bit encryption, which is the industry standard for secure data transfer software. Its proven protection is among the best software available today for secure online commerce transactions. This technology scrambles your personal information as it moves between your computer's browser and ASI's computer systems. SSL is used by most websites, including online banking sites and other consumer retail sites to protect your information. While you are on a secure page, the padlock icon is visible in your browser and is shown as locked, as opposed to unlocked, or open, when you are just 'surfing'.

Our site is hosted at a secure, offsite facility that provides server security, physical security, and network security. These include certified Cisco firewalls, dedicated intrusion detection systems, and 24/7 monitoring. Data you send us are stored securely on-site and backed up daily to remote storage in compliance with industry best practices.

2. Sharing of Nonpublic Personal Information
We do not share non-public, personal information with any third parties. However, we reserve the right to share such information with a third party, only to the extent that the participation of the third party is necessary to provide our services to you. In the event we contract with a third party to help us provide our services to you, our agreement with the third party will expressly prohibit the third party from using your nonpublic personal information for any purpose other than assisting us in providing our services to you.

Additionally, we reserve the right to disclose information as required by law and when we believe that disclosure is necessary to protect our rights and/or comply with a judicial proceeding, court order, or legal process served on our Web site. As stated above, we will not sell, share, or rent this information to others in any way different from what is disclosed in this statement.

 

3. Use of Cookies and Log Files
Cookies are pieces of data assigned by a Web server to your browser. Cookies help websites to keep track of your preferences and to recognize return visitors. So, when you return to a website you've visited before, your browser gives this data back to the server. Cookies do not contain viruses and most cannot reveal any personally identifiable information about you unless you willingly provide it as a user on a site.

ASI uses cookies to make your online experience richer and more personalized. As a matter of security, we do not embed personal information in our cookies, other than the email address used for purposes of logging in.

To manage our website, we may anonymously log information on our operational systems. We identify categories of visitors by items such as domains and browser types to report these statistics in the aggregate to our webmasters. We do this in an effort to present visitors the best web experience. It also is an effective information resource.

 

3. Use of the Internet
Although ASI will use all reasonable efforts to safeguard the confidentiality of the data including non-public, personal information, transmissions made by means of the Internet cannot be made absolutely secure. ASI will have no liability for disclosure of data due to errors in transmission, unauthorized acts of third parties or through the use of third-party cookies including those of advertisers when you view or click on their advertisements. Once you leave the website, you will be subject to third party privacy policies, which may differ significantly from our Privacy Policy.

 

4. Links
The website may contain "links" to other websites. We recommend that you check the specific privacy policy of any site before providing any personal information.

 

5. Changes to this Policy
ASI reserves the right to change or update this Privacy Policy at any time. Any changes or updates will be effective immediately upon posting to the website, and your use of the website following such posting constitutes your acceptance of the Privacy Policy as so changed or updated.

Updated: October 9, 2018


Terms of Use

General Terms of Use
You are currently viewing a page of the advisorsoftware.com website or a related web site (the "Site") belonging to Advisor Software, Inc. ("ASI"). This Site and any of the services provided by ASI in connection with this Site (the "Services") are being provided to you expressly subject to these Terms of Use. Please read these Terms of Use carefully. By accessing this Site you agree to be bound by these Terms of Use. "Services" under these Terms of Use include portfolio planning services for registered investment advisors and financial planners.

 

Copyrights/Trademarks/Restrictions on Use
All of the pages and screens on the Site are owned and controlled by ASI, except as otherwise expressly stated, and are protected by U.S. copyright laws and international treaties. The copyrighted materials on the Site include, but are not limited to, the text, design, software, images, graphics, source code, and the content on the Site. You are authorized to view the information available on the Site for your informational purposes only. You may download copyrighted materials for your personal or internal business purposes only. You acknowledge that you do not acquire any ownership rights by downloading copyrighted material. Except as provided in the Subscription and Use Agreement, you may not copy, display, distribute, transfer, link to, reproduce, license, frame, alter, create derivative works of or republish all or any portion of the Site for any commercial or public purpose without ASI's prior written consent. You may not use, copy, display, distribute, modify or reproduce any of the trademarks found on the Site except as authorized in this paragraph. You may not use any of the ASI trademarks as a link to the Site except pursuant to a written trademark license agreement.

The Site may contain links to Web sites controlled or offered by third parties (non-affiliates of ASI). ASI hereby disclaims liability for any other company's Web site content, products, privacy policies, or security. In the event you choose to use the services available at a linked site, you agree to read and adhere to the policies and terms of use applicable to that site. In addition, any advice, opinions, or recommendations provided by the linked site providers are those of the providers and not of ASI. Your participation in any linked site, including payment for and the delivery of goods or services, is based solely on the agreement, if any, between you the linked site provider.

Registration Information
You may be invited to register at the Site to help us tailor the Services for your personal and business financial needs and to alert you to other products and services for you and/or your business. In registering for the Services, you agree to provide accurate, true, current, and complete information about you and/or your business as requested by the registration screens. As a convenience to you, a profile for you and/or your business may be created based on the registration information that you provide. This profile and any registration information you provide will be protected as described in our Privacy Policy.

Disclaimer
THE SERVICES ARE OFFERED ON AN "AS IS," "WHERE IS" AND "WHERE AVAILABLE" BASIS, WITH NO WARRANTY OF ANY KIND-WHETHER EXPRESS, IMPLIED OR STATUTORY-INCLUDING, BUT NOT LIMITED TO, WARRANTIES OF TITLE OR THE IMPLIED WARRANTIES OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE. THIS DOES NOT AFFECT THOSE WARRANTIES WHICH INCAPABLE OF EXCLUSION, RESTRICTION OR MODIFICATION UNDER THE LAWS APPLICABLE TO THIS AGREEMENT.

YOU ACKNOWLEDGE THAT NEITHER ASI, ITS AFFILIATES NOR ANY OF THEIR RESPECTIVE EMPLOYEES, AGENTS, THIRD PARTY CONTENT PROVIDERS OR LICENSORS WARRANT THAT THE SERVICES OR THE SITE WILL BE UNINTERRUPTED OR ERROR FREE; NOR DO THEY MAKE ANY WARRANTY AS TO THE RESULTS THAT MAY BE OBTAINED FROM USE OF THE SERVICES OR THE SITE, OR AS TO THE TIMELINESS, SEQUENCE, ACCURACY, RELIABILITY, COMPLETENESS OR CONTENT OF ANY INFORMATION, SERVICE, OR MERCHANDISE PROVIDED THROUGH THE SERVICES AND THE SITE. ASI DOES NOT ENDORSE PRODUCTS OR SERVICES APPEARING ON LINKED SITES OR PURCHASED VIA LINKED SITES. (THIS DOES NOT AFFECT ANY MANUFACTURER'S WARRANTIES THAT THE PROVIDERS OF THE LINKED SITES OTHERWISE OFFER.)

EXCEPT AS SPECIFICALLY PROVIDED IN THIS AGREEMENT OR WHERE THE LAW REQUIRES A DIFFERENT STANDARD, YOU AGREE THAT ASI IS NOT RESPONSIBLE FOR ANY LOSS, PROPERTY DAMAGE OR BODILY INJURY, WHETHER CAUSED BY ACCESS TO OR USE OF THE SERVICES OR THE SITE. TO THE MAXIMUM EXTENT PERMISSIBLE UNDER APPLICABLE LAW, ASI WILL NOT BE RESPONSIBLE TO YOU OR ANY THIRD PARTY CLAIMING THROUGH YOU FOR ANY DIRECT, INDIRECT, SPECIAL OR CONSEQUENTIAL, ECONOMIC OR OTHER DAMAGES ARISING IN ANY WAY OUT OF THE INSTALLATION OR USE OF THE SERVICES, THE SITE, ANY ON-LINE SERVICES OR INTERNET BROWSER SOFTWARE, INCLUDING LIABILITY ASSOCIATED WITH ANY COMPUTER VIRUSES WHICH MAY INFECT YOUR COMPUTER SYSTEM.

General
ASI reserves the right to modify these Terms of Use at any time without notice, but the most current version of the Terms of Use will always be available to you by clicking on the link at the bottom of the Site. If you find the Terms of Use unacceptable at any time, you may discontinue your use of the Services. By continuing to use the Services after the date of any change to these Terms of Use, including accessing the Site, you agree to be bound by the rules contained in the most recent version of this Agreement.

These Terms of Use constitute a contract between you and ASI governed by the laws of the State of California, with the exception of its conflicts of laws provisions.

Indemnification
You agree to defend, indemnify and hold harmless ASI, its affiliates and their respective directors, officers, employees and agents from and against all claims and expenses, including attorneys' fees, arising out of your violation of these Terms of Use or misuse of the Service or this Site, including such violation or misuses conducted by your employee or agent, if applicable.