Privacy Policy | Advisor Port

Privacy Policy
Effective Date: January 27, 2025

Introduction

Advisor Port is a lead-generation service that helps financial advisors run targeted advertising campaigns to generate new leads. We value your privacy and are committed to protecting your personal information. This Privacy Policy outlines our practices regarding the collection, use, and sharing of your data and explains your rights in relation to that data. Advisor Port reserves the right to update this Privacy Policy periodically to reflect changes in our data practices or applicable laws.

Data Protection Officer

Advisor Port is headquartered in Lehi, Utah, United States. For any questions or concerns about our privacy practices, please contact our Data Protection Officer:

Max Metcalf
Advisor Port
3300 N Triumph Blvd
Max@pageport.co

How We Collect and Use Your Personal Information

Advisor Port collects personal information to provide and enhance our services. This includes:

Information You Provide: Name, job title, employer name, business address, email, and phone number submitted through forms on our website or other interactions with our team.
Information from Third Parties: Data obtained from trusted sources, such as LinkedIn or advertising platforms, may include details about your professional background or industry.

We use this information to:

Deliver our lead generation services.
Communicate with prospects and customers about our services.
Send follow-up communications related to lead activity and advertising campaigns.

We never sell your personal data and only share it with third parties necessary to facilitate the delivery of our services (e.g., email or advertising platforms).

Use of the Advisor Port Website

Our website collects certain information automatically, such as IP addresses, browser types, and pages visited. This data is used to:

Improve website design and functionality.
Understand how users interact with our website.
Diagnose issues and administer the site.

Advisor Port has a legitimate interest in optimizing our services and website experience.

Cookies and Tracking Technologies

Advisor Port uses cookies to enhance your user experience. These cookies may track your interactions with our website to better tailor our services. You can manage your cookie preferences through your browser settings.

How We Use Your Information in Ads

Advisor Port works with financial advisors to create and optimize advertising campaigns. This process may involve collecting and analyzing data from ad performance, such as impressions, clicks, and conversions. This data is used solely for campaign performance improvement and is not shared outside the scope of our services.

Consent and Communication Practices

We obtain your explicit consent before sending communications via email or text. By opting in, you agree to receive updates about our services. You can opt-out anytime by following the instructions in our communications or replying with “STOP” to text messages.

Sharing Information with Third Parties

We only share your personal information with third parties when necessary to:

Deliver our services (e.g., using email or CRM tools).
Comply with legal obligations.
Respond to lawful requests from authorities.

We do not share your data for independent use by third parties.

International Data Transfers

Advisor Port is based in the U.S., and data collected is governed by U.S. law. If you access our services from outside the U.S., please be aware that your data may be transferred to and processed in the U.S.

Data Subject Rights

Depending on your jurisdiction, you may have rights regarding your personal data, including:

The right to access and review your personal data.
The right to correct inaccurate or incomplete data.
The right to request deletion of your data.
The right to restrict the processing of your data.

To exercise these rights, contact us using the information provided in the Data Protection Officer section above.

Security of Your Information

Advisor Port takes appropriate technical and organizational measures to secure your data against unauthorized access, alteration, or loss.

Data Retention

We retain your personal information only for as long as necessary to fulfill the purposes outlined in this Privacy Policy or as required by law.

Children’s Data

Advisor Port does not knowingly collect or process data from children under 13.

Compliance with Privacy Laws

We are committed to complying with applicable privacy laws, including GDPR, CCPA, and TCPA.

Questions, Concerns, or Complaints

If you have any questions, concerns, or complaints about this Privacy Policy or how your personal data is handled, please contact us at: