PIE Technologies, Inc., the developer of moneyguidepro.com, is committed to protecting your privacy and ensuring the security of your information on our web site.
Our Privacy Policy has three key elements.
- PIE Technologies will never disclose or share your personal information with any third party, unless required by law to do so (for example, to comply with a subpoena).
- You were registered to use moneyguidepro.com by a financial advisor. This financial advisor and, if applicable, the firm with whom they are licensed, also has access to your personal information on moneyguidepro.com. Your advisor uses your personal information, in conjunction with our software, to provide detailed and customized financial planning illustrations for you. Your advisor's use of your data is governed by their firm's Privacy Policy. Please contact your financial advisor if you have questions about their firm's Privacy Policy.
- We use secure server software (SSL) encryption, which is the industry standard for secure data transfer software, to ensure data you transmit through the Internet is protected against unauthorized access.
What Personal Information Do We Collect and How Do We Use It?
When you register, we will ask you for your name, email address, and contact information. You will also be asked to select a user name and password.
We use your name to personalize your reports generated by the system. 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 or access your financial plans, we will
recognize you by your user name and password. We may also use the contact information we collect to
notify you about any new functions included in our software or new services offered by our web site.
What Financial Information Do We Collect and How Do We Use It?
To use our financial planning, asset allocation and/or income planning software, we ask you to input personal financial data for you and, if applicable, your spouse. The personal financial data we request includes such data as annual income, current values of and annual additions to investment assets, anticipated retirement expenses, expected values of future assets such as lump sum distributions from pensions or inheritances. In many instances, these entries are optional. This personal financial information will be used by your financial advisor, in conjunction with our software, to develop financial, asset allocation, and income plan(s) for you. Naturally, the more detailed the financial information you provide, the more accurate the plan(s) can be.
"Cookies"
"Cookies" are small files used by web sites to store information on your computer. For moneyguidepro.com to work properly, your browser must be enabled to accept cookies. Our cookies contain information that identifies you during a session and allows the software to function. This information is used only by moneyguidepro.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 data we collect is protected against unauthorized access. This approach helps ensure that your personal and financial information remains safe and private.
Your Consent
By using our web site, you consent to the collection and use of the information described above by moneyguidepro.com. Should we make any changes to our Privacy Policy, we will post those changes on this page for your review.
You also acknowledge that PIE Technologies, Inc. can use aggregated data from its users and subscribers to better understand our user base and/or to research potential changes in content and services. PIE Technologies, Inc. may use this collective information for product 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 financial information.
