In order to provide our Applications and services, we must obtain certain personal information from you regarding your accounts and financial relationships. Our pledge is to keep this information secure and to use it only as you so authorize. AdvisoryWorld does not gather any personal information if you are merely visiting our Web site.
You can visit our site, read about our products and services without having to volunteer any information about yourself. We recognize that the personally identifying information that you enter in the Application (whether your own or that of your clients) is very sensitive, and protecting the privacy of this information is a top priority for us. Any personally identifying information that you enter in the Application is kept strictly confidential and not voluntarily shared with any third parties.
AdvisoryWorld only requests you and your clients’ personal and financial information at the time that you use our aggregation, import and new account processing services, in which case you will be asked to provide the following: Investor-related data such as social security number and account number(s). We collect only such information as you knowingly provide to us or specifically authorize us to obtain on your behalf. AdvisoryWorld’s technology allows you to aggregate financial information from various Financial Planning, Portfolio Management, Account Aggregation and CRM applications. In order to provide such services, it is necessary for AdvisoryWorld to access your data from these partners on your behalf. To enable this access, you will need to provide us with all such information that is required by these partners, such as login info from their applications, client tax IDs and Account Numbers. We will use this information only on your behalf, to access your third party accounts and to carry out your instructions.
AdvisoryWorld stores your personal information on secure servers based in the United States of America. AdvisoryWorld does not sell any personally identifiable financial or otherwise information, or account login information to any (i.e. non-affiliate of AdvisoryWorld) third party. Aggregate or Anonymous Information: We may share user information in the aggregate with third parties. For example, we may disclose the number of users that hold a certain investment. We may also disclose anonymized information about your use on AdvisoryWorld, for example if you analyze a certain investment in connection with AdvisoryWorld, we may publicly disclose information about the analysis without providing identifying information about you or otherwise disclosing your participation in the analysis.
To keep your information secure, we require that all of our employees and sub-contractors sign strict confidentiality agreements. Any employee found to have violated this policy may be subject to disciplinary action, up to and including termination of employment. AdvisoryWorld does not disclose any nonpublic personal information about our customers or former customers to anyone, except as permitted by law. For example, information may be accessed by, as permitted by law, non-affiliated companies that work for us in providing development, hosting and security services.
AdvisoryWorld does not separately identify, or collect, any information that is specific to children.