Privacy Practices

Your privacy and your clients' privacy are paramount. Here's how AdvisorWorld handles and protects personal information. Data We Collect We collect only what's necessary to provide our services: Account Information: Name, email, firm details Usage Data: Features used, reports generated Client Scenarios: Age, state, premium amounts for calculations Data We Don't Collect We never collect or store: Client Social Security numbers Client financial account numbers Client health information Actual client names (unless you choose to add them) How We Use Data Your data is used only to: Provide the AdvisorWorld service Generate reports and calculations Improve our platform Communicate service updates Data Sharing We never sell your data. We share data only: When you explicitly share reports with clients With service providers who help operate our platform When required by law Your Rights You have full control over your data: Access: Download all your data anytime Correction: Update any information Deletion: Request complete data removal Portability: Export data in standard formats Questions? Contact our privacy team at privacy@advisorworld.com with any questions or concerns about how we handle your data.