Privacy Policy

Overview

Asset Engine ("we," "us," or "our") operates the website at getassetengine.com and provides marketing technology services to independent financial advisors and wealth management firms. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or use our services.

Information We Collect

We may collect the following types of information:

• Personal information you provide directly, such as your name, email address, phone number, firm name, and any other details submitted through contact forms or during onboarding.
• Usage data collected automatically, including IP address, browser type, operating system, referring URLs, pages viewed, and time spent on our website.
• Cookies and tracking technologies used to analyze website traffic, remember preferences, and improve our services. You can control cookie preferences through your browser settings.
• Client content and data provided to us in the course of delivering marketing services, including firm details, branding materials, client lists for marketing purposes, and content for compliance review.

How We Use Your Information

We use collected information to:

• Provide, operate, and improve our marketing platform and services
• Generate, distribute, and archive marketing content on your behalf
• Manage advertising campaigns across channels including programmatic, search, and social
• Respond to inquiries and provide customer support
• Maintain compliance-related records, including approval routing and WORM-compliant archiving
• Analyze usage patterns to improve our website and platform
• Send service-related communications and, with your consent, marketing communications

Data Sharing and Disclosure

We do not sell your personal information. We may share information with:

• Service providers who assist in delivering our services (e.g., hosting, analytics, advertising platforms, email delivery), bound by confidentiality obligations.
• Advertising partners for the purpose of running campaigns on your behalf, including demand-side platforms and social media networks.
• Legal and regulatory authorities when required by law, regulation, or legal process.
• Business transfers in connection with a merger, acquisition, or sale of assets, in which case your data would remain subject to this Privacy Policy.

Data Retention

We retain personal information for as long as necessary to provide our services and fulfill the purposes described in this policy. For clients using our compliance features, content and approval records are retained in accordance with applicable regulatory requirements, including WORM-compliant archiving where enabled. You may request deletion of your personal information at any time, subject to any legal retention obligations.

Data Security

We implement commercially reasonable technical and organizational measures to protect your information against unauthorized access, alteration, disclosure, or destruction. However, no method of electronic transmission or storage is completely secure, and we cannot guarantee absolute security.

Your Rights

Depending on your jurisdiction, you may have the right to:

• Access, correct, or delete the personal information we hold about you
• Object to or restrict certain processing of your data
• Withdraw consent where processing is based on consent
• Request portability of your data

To exercise any of these rights, contact us at [email protected].

Third-Party Links

Our website may contain links to third-party websites or services. We are not responsible for the privacy practices of those third parties and encourage you to review their policies independently.

Children's Privacy

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children.

Changes to This Policy

We may update this Privacy Policy from time to time. Changes will be posted on this page with an updated "Last updated" date. Your continued use of our website or services after changes are posted constitutes acceptance of the revised policy.

Contact Us

If you have questions about this Privacy Policy or our data practices, contact us at [email protected].