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“AdviceAmerica is a clear industry leader, scoring a perfect 5.00 on many criteria, including client access, scenario comparison capabilities and executive vision. The firm’s AdvisorVision software
is a powerful tool, with strong enterprise functionality and
analysis tools that make it ideal for firms with multilevel advisors."
“The Forrester Wave: Financial Planning Software 2007”
September, 2007 |
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AdviceAmerica believes that the establishment of trust and privacy is instrumental to the continued growth of the Internet. We also believe that the efficient collection, use and transfer of information serve to enhance the development of the Internet and electronic commerce, provided that such information is handled in a fair and responsible manner. Therefore, in order to inform you of our policies and activities with respect to the collection, use and transfer of personal data on the Internet, AdviceAmerica is providing you with an electronic copy of this Policy. This Policy applies to the website that is owned and operated by AdviceAmerica
In this Policy, Personal Data means information which relates to an individual and which identifies that individual, either directly or indirectly (together with other information that is reasonably likely to come into AdviceAmerica's possession), such as your name, e-mail address or telephone number.
Generally, you can visit AdviceAmerica websites without providing any Personal Data about yourself. However, for accessing some parts of our websites, such as downloading certain documents, or in connection with another specific purpose, we may need to collect Personal Data from you. Providing Personal Data to us in these events is voluntary. If you do not provide Personal Data to us, then you will not be able to benefit from the respective functionality offered by our websites, such as communication, downloading of documents or recruitment. The purposes, for which your Personal Data is collected, are described below, along with a brief description of how your Personal Data may be handled in each case.
- Communicating with you. We will follow up on comments and other requests that you submit to us through our website, such as online queries or registering your attendance at a conference. This may include calling you back by telephone or communicating with you via email.
- Direct marketing and promotion. Direct marketing and/or promotional efforts by or on behalf of AdviceAmerica may include providing you with specific information that you have requested online or providing more general information about other AdviceAmerica offerings. When we collect Personal Data for direct marketing or promotional purposes, however, we generally offer you appropriate choices regarding the use of your Personal Data.
- Recruitment. If you submit a resume or job application online, we will use your Personal Data for recruitment-related purposes, which may include contacting you via email, telephone or post. Except where you request otherwise, AdviceAmerica may keep your Personal Data on file for an appropriate time in order to consider you for other employment opportunities with AdviceAmerica in the future.
- Maintaining the website and conducting customer satisfaction surveys. We will use your Personal Data in order to maintain and improve our website. We may also use your Personal Data in order to conduct customer satisfaction surveys.
AdviceAmerica may disclose your Personal Data in order to enforce our website Terms of Use or in urgent circumstances to protect personal safety, the public or AdviceAmerica's websites. It is also possible that we may be required by law to disclose your Personal Data pursuant to judicial or other government subpoenas, warrants, or orders, potentially, in any country where we do business.
As a general rule, AdviceAmerica does not collect Sensitive Personal Data through its website. Sensitive Personal Data means Personal Data concerning racial or ethnic origin, political opinions, religious or philosophical beliefs, trade-union membership, or concerning health or sex life. By volunteering unsolicited sensitive Personal Data to us (e.g., by submitting your resume or a job application online), you expressly consent to your Personal Data being used as described in this Policy.
AdviceAmerica uses various technological and procedural security measures in order to protect the Personal Data we collect, use or transfer from loss, misuse, alteration or destruction. However, you should be aware that, due to the open and unsecured character of the Internet, AdviceAmerica can not be responsible for the security of transmissions of the Personal Data over the Internet.
This Policy was last updated on September 29th 2008. In order to check updates to this Policy, please consult this page on a regular basis.
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