Privacy.
Last updated: June 23, 2026
What this page is.
This page explains what information we collect from people who visit advisorintelligence.app and what we do with it. It does not cover data we handle on behalf of client firms. That is governed by a separate written agreement with each firm.
What we collect from this site.
If you submit the contact form, we receive your name, firm name, and either an email address or a phone number, plus whatever you write in the message field. We use that information to reply to you. We do not sell it. We do not pass it to a marketing tool. If you want it deleted, send the request through the contact form and we will delete it.
What we collect automatically.
The site uses Vercel Analytics, which records aggregate page-view counts and rough geographic regions. Vercel Analytics does not set cookies and does not identify individual visitors. We do not use Google Analytics, Meta Pixel, Hotjar, or any other tracking script.
Cookies.
This site does not set its own cookies. Our host may set strictly necessary cookies for infrastructure (load balancing, deploy preview gating). We do not use advertising or tracking cookies of any kind.
Your rights.
You can ask us at any time what information we hold about you, request a copy of it, or have it deleted. Send the request through the contact form. We will respond within 30 days. California residents have additional rights under the California Consumer Privacy Act (CCPA). You can exercise those rights the same way, and we treat the request the same way.
How we handle client data.
Client data is handled inside a private, locked-down space we set up for each client firm. It is kept apart from every other firm's, it is never used to train or improve any AI model, and every action a client's system takes is written to a record that cannot be edited or deleted later. We keep that record for as long as the client firm's industry requires, and we access it only with the firm's written authorization.
Breach posture.
Our standard service agreement requires us to notify a client firm in writing within 72 hours of any incident that may have exposed client information. For information collected through this website, we will notify affected individuals by email within the same 72-hour window if any breach occurs.
Changes to this policy.
If we change this policy, we will update the date at the top of the page. Material changes will be flagged at the top in plain English.
Contact.
Questions about this page, or a request to access or delete information: use the contact form at advisorintelligence.app/contact.