Privacy Policy
Last updated: January 2026
1. Information We Collect
AssetPlanly ("we", "our", or "us") collects information you provide directly to us, including:
- Name, email address, and phone number
- Company or firm name
- Professional credentials (such as CRD numbers)
- Scheduling preferences and communications
2. How We Use Your Information
We use the information we collect to:
- Provide, maintain, and improve our services
- Connect financial advisors with qualified leads
- Schedule and manage consultations
- Send you updates and marketing communications
- Comply with legal obligations
3. Information Sharing
We may share your information with:
- Financial advisors in our network (for lead matching purposes)
- Service providers who assist in our operations
- Legal authorities when required by law
We do not sell your personal information to third parties.
4. Data Security
We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction.
5. Cookies and Tracking
We use cookies and similar tracking technologies to:
- Analyze website traffic and usage patterns
- Track marketing campaign effectiveness
- Improve user experience
We use Facebook Pixel and similar tools to measure advertising effectiveness.
6. Your Rights
You have the right to:
- Access your personal information
- Correct inaccurate information
- Request deletion of your information
- Opt out of marketing communications
7. Contact Us
If you have questions about this Privacy Policy, please contact us at:
Email: support@assetplanly.com