We are committed to protecting your privacy whenever you use our sites. We use the information you enter onto our site to provide detailed and customized financial plan audits and to process subscription orders.

What Information Do We Collect and Why?

Public Area

Whenever you visit the public area of our site, we recognize you only by your domain name. We do not collect any personal information about you.

Private Area

Personal Information

When you register we will ask you for your name, birth date, and email address. You will also be asked to enter a user name and password.

We use your name to personalize your financial plan and your birth date to use in the plan calculations. We use your email address to confirm your subscription, user name and password, and to provide customer service.

As a registered user, when you select the option to create/access your financial plans, we will recognize you by your personal user name and password.

We may also use the contact information we collect to notify you about any functionality changes to our site or new financeware.com services.

Financial advisors will also be given the opportunity to post their name, email address, telephone number, and personal web site link to our Advisor Directory database. Individual investors seeking financial planning advice will have the ability to access this database for the names of advisors who are interested in signing up new clients.

We will never disclose your personal information or share it with any third party unless specifically instructed to do so by you.

Financial Information

To use our planning software, we ask you to input personal financial data such as annual income, investment account numbers and balances, anticipated withdrawals for retirement, spousal information, etc. In many instances these entries are optional.

This information is used to perform our historical audit of your financial plan(s). Naturally the more detailed you are, the more robust our audit can be.

We will never disclose your financial data or share it with any third party unless specifically instructed to do so by you.

"Cookies"

"Cookies" are small files used by web sites to store information on your computer. For financeware.com to work properly, your browser must be enabled to accept cookies.

Our cookies contain information that identifies you personally and allows certain features to function smoothly. This information is used only by financeware.com and is not for sale or distribution.

How Do We Protect Your Information?

When you access your financial data, we use a state-of-the-art secure server to keep all of your personal information as secure as possible. The secure server software (SSL) encrypts all information you input before it is sent to us, and all customer data we collect is protected against unauthorized access. This approach helps ensure that your personal data remain safe and private.

Your Consent

By using our Web site, you consent to the collection and use of the information described above by financeware.com. Should we make any changes to our Privacy Policy, we will post those changes on this page for your review.

You also acknowledge financeware can use aggregate data from its users and subscribers. Such aggregate might include, for example, average age of an individual preparing a financial plan; average or total assets of all users and subscribers; percentage of plans prepared for couples, among others. This information is used to better understand financeware's user base and to research potential changes in content and services. Financeware may use aggregate information for academic research or marketing demographics, but any such information will never be disclosed, sold, or distributed to a third party where such information could ever indicate directly or indirectly any individual's personal financial information, without the express written permission of subscribers or users either separately or in an affiliated group.

If you have any questions or comments about our privacy policy, please email us at: feedback@financeware.com.