Privacy Policy

Effective Date: June 18, 2014

AdvisorEngine Inc. (hereinafter, “AdvisorEngine”, “we” or “us”) has adopted this policy with recognition that protecting the privacy and security of the personal information we obtain from and about our users is an important responsibility. This policy outlines the types of information we collect when you use our website, vanare.com, and the online services or other websites operated or offered by AdvisorEngine (collectively, the “Website”). In addition to this Privacy Policy, you should read the Terms and Conditions of the Website. By using the Website, you consent to the data practices described in this policy. This policy may change from time to time. Your continued use of this Website after we make changes is deemed to be acceptance of those changes, so please check this policy periodically for updates.

PERSONAL INFORMATION

When you use the Website, our servers automatically record certain information about your use. Similar to other web services, we record information such as account activity, data displayed or clicked on (such as UI elements, ads, and links), and other information (such as browser type, IP address, date and time of access, cookie ID, and referrer URL). Along with cookies, we may also use third-party tracking technology to record similar information regarding you and your activity on the Website.

To use services offered on the Website, you must create an account. In creating this account, AdvisorEngine may ask for some personal information, including an email address and a password, which is used to protect your account from unauthorized access. Your personal and login information is considered non-public information. Except as required by law or requested by regulatory authorities, AdvisorEngine agrees to maintain your non-public information in strict confidence. We may access information about you from third-party sources and platforms (such as social networking sites, databases, online marketing firms, and ad targeting firms).

AdvisorEngine restricts access to non-public personal information about users to certain AdvisorEngine employees who require that information in order to maintain and operate the Website. AdvisorEngine may ask you for additional personal information, such as your name or picture, in order to provide personalized services to you. AdvisorEngine may store, process, and maintain data related to your account. AdvisorEngine's uses for this data are described below.

AdvisorEngine is not directed to children under the age of 13. If a parent or guardian becomes aware that his or her child has provided us with personally identifiable information without his or her consent, he or she should contact us at privacy@advisorengine.com. If we become aware that a child under the age of 13 has provided us with personally identifiable information, we will delete such information from our files.

USE OF INFORMATION

AdvisorEngine maintains and processes your AdvisorEngine account and its contents to provide content, material and information on the Website. AdvisorEngine's servers process the information you provide to AdvisorEngine for various purposes, including formatting and displaying your information, delivering related content, sharing community information such as message board posts and investment-related information, and other purposes relating to the Website.

AdvisorEngine may send you information related to your AdvisorEngine account or other AdvisorEngine services. If you decide at any time that you no longer wish to receive marketing communications from us, please follow the "unsubscribe" instructions provided in the communications.

INFORMATION SHARING AND ONWARD TRANSFER

We do not sell, rent, or otherwise share your personal information with any third parties except:

  • to persons assessing our compliance with industry standards;
  • our attorneys, accountants, and auditors; and
  • as permitted or required by law (such as when we reasonably believe it is necessary or appropriate to investigate, prevent, or take action regarding illegal activities or violations of our Terms and Conditions).

 

We are permitted by law to disclose the non-public personal information about you to governmental agencies and other third parties in certain circumstances (such as third parties that perform administrative or marketing services on our behalf or for joint marketing programs). These third parties are prohibited from using or sharing the information for any other purpose. AdvisorEngine encourages users of the Website to collaborate with and engage with others by discussing financial and investment opinions, information and experience. You understand and agree that any such information that you provide through the Website or otherwise, including, for instance, as part of your profile or while interacting with other users, will be publicly available, and that other users may use and reproduce such information. We have no control over the use by other users of the information that you voluntarily disclose to the public.

CHOICES AND PREFERENCES

You may delete your AdvisorEngine account by emailing support@advisorengine.com and providing us with enough information to identify your account and prove that you are the owner of the identified account. We will endeavor to act on these deletion requests as soon as reasonably practicable. Deletions take effect when we act on them. Residual information related to your account may remain for some time on our servers.

You may decline to provide personal information to AdvisorEngine, except where such information is necessary to enable a feature of the Website. In cases where such personal information is necessary, you may not use that feature if you decline to provide the necessary personal information.

MORE INFORMATION

This document constitutes AdvisorEngine's complete Privacy Policy. If you have questions or comments about this policy, please email us at privacy@advisorengine.com.