Privacy Policy

DATE OF LAST UPDATE: JANUARY 19, 2023

Overview

Finpace, as provider of certain business services, namely client engagement software for financial advisors, wants to inform their subscribers of their policies regarding privacy of subscriber information. Our Service understands your concerns as a subscriber for privacy and the need to ensure the privacy of all your information.

Your privacy is important to us and maintaining your trust and confidence is a high priority. This Privacy Statement applies to finpace.com, staging.finpace.com, finpace.app, dev.finpace.app, and any other website that links to this Statement (the "Site").

Investment Advisers have been and continue to be bound by high professional standards of confidentiality. Therefore, we have always protected and will continue to protect your right to privacy. The purpose of this notice is to explain our Privacy Policy with regard to personal information about you that we obtain and how we keep that information secure.

Nonpublic Personal Information We Collect

We collect nonpublic personal information about you that is provided to us by you or obtained by us with your authorization or consent.

WE DO NOT DISCLOSE ANY PERSONAL INFORMATION ABOUT OUR SUBSCRIBERS OR FORMER SUBSCRIBERS TO ANYONE, EXCEPT AS PERMITTED BY LAW AND ANY APPLICABLE STATE ETHICS RULES.

We do not disclose any nonpublic personal information about, current or former subscribers obtained in the course of service of such subscribers, except as expressly or implicitly authorized by those subscribers to enable us to effectuate the purpose of our service or as required or permitted by law or applicable provisions of codes of professional responsibility or ethical rules governing our conduct as investment advisers.

Confidentiality & Security

We retain records relating to professional services that we provide so that we are better able to assist you with your personal investment needs and to comply with professional guidelines or requirements of law. In order to guard your nonpublic personal information, we maintain physical, electronic, and procedural safeguards that comply with our professional standards and the laws that govern us in the state(s) in which we conduct business.

Subscription Termination

You have the right to terminate your subscription of our Service at any time. If you do so, you will be responsible for charges incurred in connection with our service up to termination. We also may terminate your subscription to our Service for any reason consistent with the Rules of each state in which our Service transacts business and is registered to do so, including non-payment of fees and expenses, or improper dissemination of our Service to outside parties, as mentioned in our Terms of Service.

If you have questions about any aspect of our arrangements or our invoices from time to time, feel entirely free to raise those questions. It is important that we proceed on a mutually clear and satisfactory basis in our work for you. If you have any questions or comments about the Terms of Service as herein outlined during signup for Finpace, please email contact us here:

HELP@FINPACE.COM

No refunds will be given for termination of subscription at any time, or under any circumstances.