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Addepar offers robust data aggregation and powerful analysis capabilities for wealth advisors - directly in Salesforce. Gain a holistic view of complex portfolios, answer common client questions on the spot and manage relationships more efficiently.
“Personal Information,” as used in this Policy, is information that specifically identifies an individual, such as an individual’s name, address, telephone number, or e-mail address. Personal Information also includes information about an individual’s activities, such as information about his or her activity on the App (see the section entitled “Passive Information Collection” below), and demographic information, such as date of birth, gender, geographic area, and preferences, when any of this information is linked to Personal Information that identifies that individual.
Personal Information does not include “aggregate” or other non-personally identifiable information. Aggregate information is information that we collect about a group or category of products, services, or users that is not personally identifiable or from which individual identities are removed. We may use and disclose aggregate information, and other non-personally identifiable information, for various purposes.
COLLECTION OF INFORMATION
Collection of Voluntarily-Provided Information
We collect Personal Information that our users provide to us in a variety of ways on the App. These include the following:
Correspondence. If you contact us by e-mail, using a contact form on the App, or by mail, fax, or other means, we collect the Personal Information contained within, and associated with, your correspondence.
Passive Information Collection
When you visit the App, some information is collected automatically. For example, when you access the App, we automatically collect your browser’s Internet Protocol (IP) address, your browser type, the nature of the device from which you are visiting the App (e.g., a personal computer or a mobile device), the identifier for any handheld or mobile device that you may be using, the Web site that you visited immediately prior to accessing the App, the actions you take on the App, and the content, features, and activities that you access and participate in on the App.
We may collect this information passively using technologies such as standard server logs, cookies, and clear GIFs (also known as “Web beacons”). We use passively-collected information to administer, operate, and improve the App and our other services and systems. If we link or associate any information gathered through passive means with Personal Information, or if applicable laws require us to treat any information gathered through passive means as Personal Information, we treat the combined information as Personal Information under this Policy. Otherwise, we use and disclose information collected by passive means in aggregate form or otherwise in a non-personally identifiable form.
Information from Other Sources
We may receive information about you, including Personal Information, from third parties, and may combine this information with other Personal Information we maintain about you. If we do so, this Policy governs any combined information that we maintain in personally identifiable format.
USE OF PERSONAL INFORMATION
DISCLOSURE OF PERSONAL INFORMATION
Except as described in this Policy, we will not disclose your Personal Information that we collect on the App to third parties without your consent. We may disclose information to third parties if you consent to us doing so, as well as in the following circumstances:
We may disclose Personal Information to third-party service providers (e.g., payment processing and data storage and processing facilities) that assist us in our work. We limit the Personal Information provided to these service providers to that which is reasonably necessary for them to perform their functions, and we require them to agree to maintain the confidentiality of such Personal Information.
Information about our users, including Personal Information, may be disclosed and otherwise transferred to an acquirer, or successor or assignee as part of any merger, acquisition, debt financing, sale of Addepar assets, or similar transaction, as well as in the event of an insolvency, bankruptcy, or receivership in which Personal Information is transferred to one or more third parties as one of our business assets.
To Protect Our Interests
We also disclose Personal Information if we believe that doing so is legally required, or is in our interest to protect our property or other legal rights (including, but not limited to, enforcement of our agreements), or the rights or property of others, or otherwise to help protect the safety or security of the App and other users of the App.
The App may contain links to other Web sites, products, or services that we do not own or operate. For example, the App may contain links to Third-Party Sites such as social networking services. If you choose to visit or use any Third-Party Sites or products or services available on or through such Third-Party Sites, please be aware that this Policy will not apply to your activities or any information you disclose while using those Third-Party Sites or any products or services available on or through such Third-Party Sites. We are not responsible for the privacy practices of these Third-Party Sites or any products or services on or through them. Additionally, please be aware that the App may contain links to Web sites and services that we operate but that are governed by different privacy policies. We encourage you to carefully review the privacy policies applicable to any Web site or service you visit other than the App before providing any Personal Information on them.
Our servers and data centers are located in the United States. If you choose to use the App from outside the U.S., then you should know that you are transferring your Personal Information outside of your region and into the U.S. for storage and processing. By providing your Personal Information to us through your use of the App, you agree to that transfer, storage, and processing in the U.S. Also, we may transfer your data from the U.S. to other countries or regions in connection with storage and processing of data, fulfilling your requests, and operating the App. You should know that each region can have its own privacy and data security laws, some of which may be less stringent as compared to those of your own region.
Addepar uses reasonable security measures that are designed to protect Personal Information from accidental loss, disclosure, misuse, and destruction. These measures include regular review of our data collection and storage process, ensuring that the data is encrypted and that we have up-to-date security software on our networks and servers. Please be aware, however, that no data security measures can be guaranteed to be completely effective. Consequently, we cannot ensure or warrant the security of any information that you or our enterprise customers provide to us. You transmit information to us at your own risk.
UPDATES TO THIS POLICY
We may occasionally update this Policy. Your continued use of the App after such changes will be subject to the then-current policy. If we change this Policy in a manner that is materially less restrictive of our use or disclosure of your Personal Information, we will use reasonable efforts to notify you of the change and to obtain your consent prior to applying the change to any Personal Information that we collected from you prior to the date the change becomes effective. We encourage you to periodically review this Policy to stay informed about how we collect, use, and disclose personal information.
If you have any questions or comments about this Policy, please contact us using the following contact information:
303 Bryant Street
Mountain View, CA 94041
TERMS AND CONDITIONS OF APP USE
YOUR USE OF THE APP IS EXPRESSLY CONDITIONED UPON YOUR ASSENT TO ALL OF THESE TERMS AND CONDITIONS, WHICH INCORPORATE BY REFERENCE (OTHER THAN AS EXPRESSLY PROVIDED HEREIN) THE TERMS AND CONDITIONS OF THE SOFTWARE LICENSE AND SUBSCRIPTION AGREEMENT, SOFTWARE SERVICES AGREEMENT, OR OTHER AGREEMENT FOR THE ADDEPAR SERVICES (THE “ORIGINAL TERMS”) ENTERED INTO BY ADDEPAR, ON THE ONE HAND, AND USER OR THE COMPANY, ORGANIZATION OR OTHER LEGAL ENTITY THAT USER REPRESENTS, ON THE OTHER HAND, TO THE EXCLUSION OF ALL OTHER TERMS; IF THESE TERMS AND CONDITIONS ARE CONSIDERED AN OFFER BY ADDEPAR, ACCEPTANCE IS EXPRESSLY LIMITED TO THESE TERMS. USER ACKNOWLEDGES THAT IT (OR THE COMPANY, ORGANIZATION OR OTHER LEGAL ENTITY THAT USER REPRESENTS) HAS AGREED TO THE ORIGINAL TERMS PRIOR TO ACCESSING OR OTHERWISE USING THE APP, AND THAT ALL ALLUSIONS OR REFERENCES TO THE ADDEPAR SERVICES IN THE ORIGINAL TERMS (HOWEVER DEFINED THEREIN) SHALL BE UNDERSTOOD TO REFER TO THE APP TO THE EXTENT APPLICABLE. NOTWITHSTANDING THE FOREGOING, USER ACKNOWLEDGES THAT THE APP IS OFFERED FOR THE CONVENIENCE OF ADDEPAR CLIENTS AND IS GENERALLY LIMITED TO THE TRANSFER OF CERTAIN EXISTING ADDEPAR CLIENT INFORMATION FOR DISPLAY AND REFERENCE WITHIN SALESFORCE. AS A RESULT, USER ACKNOWLEDGES AND AGREES THAT (I) THIS PRODUCT IS PROVIDED ON AN “AS IS” BASIS, AND ANY REPRESENTATIONS, WARRANTIES (WHETHER EXPRESS OR IMPLIED) AND SERVICE LEVEL COMMITMENTS BY ADDEPAR WITH RESPECT TO THE ADDEPAR SERVICES SHALL NOT APPLY TO THE APP, AND (II) ALL OF USER’S RESTRICTIONS AND OBLIGATIONS IN THE ORIGINAL TERMS WITH RESPECT TO THE ADDEPAR SERVICES (INCLUDING AS THEY RELATE TO ADDEPAR’S INTELLECTUAL PROPERTY AND OTHER RIGHTS OR INTERESTS THEREIN) SHALL APPLY TO THE APP.