Privacy Statement

Yourefolio Advanced Planning System takes the protection of privacy seriously and maintains a privacy policy to make sure your personal information is secure. Only employees of Yourefolio Advanced Planning System communicate and view data and we strictly enforce privacy safeguards within the company. We ensure that every protocol is met to make sure all information is protected.

We value your privacy and will take all reasonable steps to protect your personal information and your clients. We do not share, or distribute yours or your client’s personal information (including email address), but it may be accessible to the staff who administer the site and infrastructure or by the authorized user you’ve assigned to your account. We may be required to share stored personal information by law.

The data we collect from you is information you voluntarily provide to us. We do not sell, rent, or trade any of this data to any third party, without your express permission. The data that we collect is not mined or used for marketing purposes in any way. When we receive your contact information, we maintain it in our database, which is secure and accessible only to employees of Yourefolio Advanced Planning System, solely for purposes of contacting you as requested. We store and hold your information for as long as your account is active or has been deleted by you.

IP addresses, URLs visited, and related information is recorded for all site visitors for the purpose of site traffic analytics and captured as part of normal operation in our server logs. Cookies are used to track logins, sessions, and collect anonymous traffic data.

We use a 3rd-party service called Google Analytics, who provides their own privacy policies and cookie opt-out.

This policy is effective as of January 1st, 2018. Please be advised that Yourefolio Advanced Planning System reserves the right to change this policy at any time. When a change to the policy has been updated, a notice will be posted on our website along with the updated privacy policy. When you visit this website, you are accepting the current version of the privacy policy as posted on the site at that time.

If you have any question regarding our privacy policy, please contact Yourefolio Advanced Planning System at

Changes to this Privacy Policy

Please note that this Privacy Policy may change from time to time. We will not materially reduce your rights under this Privacy Policy without your explicit consent. We will post any Privacy Policy changes on this page and, if the changes are significant in our judgment, we will provide an email notification of Privacy Policy changes. If you have any questions about our privacy policy, please contact us at