Advisor360°, LLC privacy notice
Last Updated: December 2022
Advisor360°, LLC (“Advisor360°”) is a financial technology company offering products and services to broker-dealers, investment advisors, and other financial institutions (collectively, “investment professionals”). This privacy notice describes Advisor360°’s policies and practices for handling information of our investment professional clients and their clients that use our web-based software platform and related mobile application (collectively, the “platform”). This privacy notice also describes how we handle information collected from visitors to our website.
Scope: third-party sites
This privacy notice applies only to information we collect at and through our website and platform. Our website and platform contain links to third-party sites that are not owned or controlled by Advisor360°. Please be aware that we are not responsible for the privacy practices of such other sites. We encourage you to be aware when you leave our website and to read the privacy statements of each and every website that collects personal information.
What information we collect
Users of our platform
We collect information about our investment professional clients and their clients that use our platform. The information we collect depends on the products or services used, and may include information you enter into the platform directly, as well as information that you provide to our investment professional clients, such as:
- Your name, address, email address, telephone number, Social Security number, signature, driver’s license or state identification card number, professional or employment-related information and history, passport number, or other similar identifiers, and other financial information
- Net worth, assets, income, investment experience
- Account balances, trading history, payment history
- Transactions or credit relationships with non-affiliated third parties
- Medical information
- Internet or other electronic network activity information, including, but not limited to, internet protocol address, browsing history, search history, and information regarding your interaction with our website, platform, or advertisement
- Internet or other electronic network activity information, including, but not limited to, internet protocol address, browsing history, search history, and information regarding your interaction with our website, platform, or advertisement
- Geolocation data
Anonymized information
We collect anonymized information, and we anonymize, de-identify, or aggregate other information to make it anonymized. We use and disclose such information, as well as non-personally identifiable information described above, without restriction.
Website visitors
When you use our website and use our “contact us” feature, we collect your contact information to respond to your request. Additionally, as is true with most websites, we collect certain non-personally identifiable information automatically as you use our website, such as:
- IP address
- Browser type
- Computer or device type
- Unique device identifiers for mobile devices or tablets
- Operating system version
- The website from where you navigated to our website
- Time and date of using, accessing, or otherwise interacting with our website
- The pages on our site that you view
- The name of your internet service provider (ISP)
We collect device information using the following technologies:
- “Cookies” are data files that are placed on your device or computer and often include an anonymous unique identifier. For more information about cookies, and how to disable cookies, visit allaboutcookies.org.
- “Log files” track actions occurring on the site, and collect data including your IP address, browser type, internet service provider, referring/exit pages, and date/time stamps.
- “Web beacons,” “tags,” and “pixels” are electronic files used to record information about how you browse the site.
How we collect information
We collect information about users of our platform from the following sources:
- Information that you provide directly to us, including information you enter into or otherwise provide to our platform
- If you are a client of one of our investment professional clients, we receive information about you from your investment professional
- Information from third-party data services or feeds from other financial institutions regarding your transaction history
- Other sources with your consent, or if you are a client of one of our investment professional clients, with the consent of your investment professional
-
If you would like to opt-out of Information Collected Automatically, visit https://untitledfirm.com/do-not-sell-my-info/
Website visitors
If you are a visitor to our website, we collect information directly from you, your device, and your internet browser.
How we use information
We use information about users and website visitors to provide and improve our products and services and to provide information that our users request from us. This includes operating our website and providing services through the platform, including maintaining and servicing accounts, processing transactions, responding to communication, and assisting with requests for information. We may also use your information to send you updates about new products and services and to suggest products and services to you that we think you may be interested in.
How we share information
We may share your information with the following third parties:
- We share information with our third-party service providers that help us to operate our business and to provide our products and services.
- If you are a client of one of our investment professional clients, we share your information with your investment professional.
- We share information as necessary to meet any applicable law, regulation, subpoena, legal process, or government request.
- We share information to enforce contracts and/or other similar legal terms and investigate potential violations thereof, and to detect, prevent or otherwise address fraud, security, or technical issues.
- If the ownership of all or substantially all of our business changes, or we otherwise transfer assets relating to our business to a third party, such as by merger, acquisition, bankruptcy proceeding, or otherwise, we may transfer or sell your information
- If the ownership of all or substantially all of our business changes, or we otherwise transfer assets relating to our business to a third party, such as by merger, acquisition, bankruptcy proceeding, or otherwise, we may transfer or sell your information to the new owner. In such a case, unless permitted or otherwise directed by applicable law, your information would remain subject to the terms of the applicable privacy notice in effect at the time of such transfer.
- We share your information with other entities with your consent or at your direction, or as permitted or required by law.
We do not sell, share, or disclose your personal information to non-affiliated, third-party marketing companies.
How we protect your information
We use reasonable security measures designed to protect the confidentiality, integrity, and availability of your personal information; however, since the internet is not a 100% secure environment, we cannot guarantee, ensure, or warrant the security of any information you transmit to us or to our platform. There is no guarantee that information may not be accessed, disclosed, altered, or destroyed by breach of any of our physical, technical, or managerial safeguards. If you are a user of our platform, it is your responsibility to protect the security of your login information.
Cookies
Cookies are very small electronic files placed on a visitor’s computer to store information that makes each visit to a website more efficient. Like most websites, we use cookies and other similar technologies to help us enhance your website experience and to understand how people are using our website. We may also partner with selected third-party vendors such as Google Ads, Google Analytics, Facebook, LinkedIn, Twitter, and others to track technologies and allow remarketing services through the usage of first-party cookies and third-party cookies. To remove cookies, you may configure your browser to clear all cookies, or configure it to reject cookies whenever you visit a new website. Please consult your browser’s user guide for specific instructions—but please note this may affect your experience with certain features of our website. Although we endeavor to honor the privacy preferences of our website visitors, our website does not respond to “do not track” signals from your browser or other similar mechanisms. View all cookies.
Analytics cookies
We use Google Analytics to collect information and gain insight into how users are using our website. IP address-based info is collected and used as part of metrics (geographic location, device details, operating system, age, etc.), but IP addresses are anonymized and not available to us. In order to make sure you understand how Google Analytics handles your non-personally identifiable information and how they interact with our website, you should visit the pages linked below for more information, as Advisor360° has no ability to control or monitor Google Analytics’ data collection or data use practices with respect to such information. For more information regarding Google Analytics, please visit http://www.google.com/analytics/terms/us.html. For information on how to opt-out of Google Analytics, please visit https://tools.google.com/dlpage/gaoptout/.
| Cookie name | Source | Expires | Purpose |
|---|---|---|---|
_ga |
Google Analytics |
365 Days |
These cookies are used to distinguish users and collect information about how they navigate through advisor360.com. |
Hubspotuk |
HubSpot |
1 Year |
These cookies are used for HubSpot analytics and targeting. |
_snow_id.f446 |
Zendesk |
2 Years |
These cookies are used for tracking. |
__hssrc |
HubSpot |
1 Year |
These cookies are used for HubSpot analytics and targeting. |
__cfruid |
Cloudflare |
30 Days |
These cookies are used for rate limiting policies and are strictly necessary. |
session-id |
Yext |
Session |
Analytics/Understanding the searches made by website visitors with the Yext search experience during their session/visit to our website. |
Yext click tracking pixel |
Yext |
Session |
Analytics/Understanding the clicks made by website visitors when interacting with the Yext search experience during their session/visit to our website. |
_cf_bm |
Cloudflare |
Session |
Necessary/Helps to detect malicious visitors, in particular malicious bots, to Advisor360°’s websites and minimizes blocking legitimate users. |
Yext search tracking technology
When a user enters the search experience on the homepage, the Search JS Library tags the user with a Session ID.
Below are the available data points associated with a Session ID:
- Location (via IP lookup/city-level accuracy)
- Date/Time
- User agent
- Search text
- Results returned
- Engagement metrics
Search click tracking allows every click within your search experience to fire an event containing information about the particular action a user has taken. This event information is sent to the Yext platform where it is logged with all other search analytics metrics.
No information from children or teens under age 18
Our website and our platform are not directed to, and we do not knowingly collect, any personal information from children or teenagers under the age of 18. If you are under the age of 18, please do not provide any personal information about yourself to us. If you are under the age of 18, you may only use our website and our platform under the supervision of your parents or guardians.
Third-party terms
Advisor360°, LLC provides you with information, products, and services on various Advisor360°, LLC websites or applications (“Advisor360° Resources”). The Advisor360° Resources contain or display data, content, information, or applications provided by third-party suppliers that are not affiliated with Advisor360° (“Third-Party Content”). Advisor360° disclaims any responsibility for Third-Party Content on the Advisor360° Resources, and makes no guarantee as to the completeness or accuracy of Third-Party Content. Third-Party Content is protected by copyright under U.S. and international laws and is owned or licensed by the third-party providers.
In addition to Advisor360°’s end-user license agreement, users must comply with the terms of our third-party suppliers regarding the use of their content in the Advisor360° Resources. Users may also be responsible for fees associated with Third-Party Content. Please click on the following links for the additional terms required by third-party suppliers to access Third-Party Content.
Changes to our privacy notice
Our privacy notice changes from time to time. We will post any privacy notice changes on this page and, if the changes are significant, we will provide a more prominent notice as we deem appropriate. We will also keep prior versions of this privacy notice in an archive for your review.
California Privacy Notice
If you are a resident of California, please click here.
Advisor360°
Attention: Privacy
133 Boston Post Road
Weston, MA 02493