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.