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Privacy Policy

Private Wealth Systems is committed to protecting your privacy. This Privacy Policy describes how Private Wealth Systems collects, uses, and shares your information when you use and interact with our Services and applies to persons in the United States and anywhere else in the world who use our Services (“Subscribers”). Our Privacy Policy governs your access to and use of all Private Wealth Systems operated and controlled websites including privatewealthsystems.com (collectively, the “Services”).

 


 

YOUR AGREEMENT WITH PRIVATE WEALTH SYSTEMS

This Privacy Policy constitutes a binding legal agreement between you, as a Subscriber who uses and interacts with the Services, and Private Wealth Systems. Before accessing, using, or interacting with the Services you should carefully review the terms and conditions of this Privacy Policy, which is incorporated into your agreement with Private Wealth Systems by this reference. This Privacy Policy applies only to the Services, and Private Wealth Systems’ collection, use, disclosure, and protection of your information. It does not apply to third party websites, applications, or services.

By using or interacting with our Services you signify your consent to our Privacy Policy, and the collection, transfer, storage, disclosure, and use of your information described. If you do not agree to the terms of our Privacy Policy, then you may not use or interact with the Services.

If you have questions about Private Wealth Systems’ Privacy Policy or practices, or if you need to contact us about the information we collect about you, our contact information is at the end of this Privacy Policy.

ELIGIBILITY TO USE THE SERVICES

Private Wealth Systems’ Services are not directed to children under the age of 13. You may not use the Services if you are under the age of 13.

HOW WE COLLECT YOUR INFORMATION

Private Wealth Systems collects information about you through various means, including when you provide information to us and when we automatically collect information about you when you access, use, or interact with the Services. We use this information for a variety of different reasons, including to improve the Services and tailor the Services to you. The types of information Private Wealth Systems may collect include:

Information You Provide To Us

 

  1. Personal information: We may collect Personally Identifiable Information through your use of the Services. Personally Identifiable Information refers to information about you that may be used to identify you, such as your: first name, last name, address, email address, or phone number. Additionally, you could decide not to submit any Personally Identifiable Information at all by not entering it into any forms or data fields on our sites and not using any available personalized services. If you choose to submit your information, you will be able to unsubscribe at any time by following the instructions included in each communication.
  2. ​Form Information: We may use forms to request certain information from you in order to perform certain Services, such as your location to assist you in locating our services, or your contact information to assist with contacts or service requests. This information may include Personally Identifiable Information.
  3. Correspondence Information: If you sign up, email us, subscribe to our newsletters or mailing lists, or make purchases through the Services, we may keep your message, email address, and contact information to respond to your requests, provide the requested information on our Services, and to provide notifications or other correspondences to you. We do not share or sell any personal information to other organizations for commercial purposes. If you do not want to receive e-mails from us in the future, you may let us know by sending us an email or by writing to us at the address below. Please note requests to remove your email address from our lists may take some time to fulfill. We may also still contact you as needed to provide important announcements or notifications regarding the Services.
  4. Support Information: You may provide information to us via a support request submitted through the Services. We will use this information to assist you with your support request and may maintain this information to assist you or other Subscribers with support requests. Please do not submit any information to us via a support submission, including confidential or sensitive information that you do not wish for Private Wealth Systems or our Service Providers to have access to or use in the future.

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Automatically Collected Information

 

  1. ​Aggregate information: We may collect anonymous data points alongside other information to produce aggregated statistical navigation information (e.g. information about your computer and your visits to this website such as your IP address, geographical location, browser type, referral source, length of visit and pages viewed) to help us improve our technology and service solutions.
  2. Cookies, Web Beacons, Links, And Other Tracking Technologies: Private Wealth Systems may keep track of how you use and interact with the Services through the use of cookies, web beacons, links, and other tracking technologies.  We do this to help analyze the use of and improve the Services. Through these technologies we may automatically collect information about your use of the Services and other online activities, including our email correspondences, third-party services, and client applications, and certain online activities after you leave the Services. Link information is generally only analyzed on an aggregate basis. Some Services may not function properly if you disable cookies.
  3. Unique Identifiers: When you use or access the Services, we may access, collect, monitor, store on your device, and/or remotely store one or more “Unique Identifiers,” such as a universally unique identifier (“UUID”). A Unique Identifier may remain on your device persistently, to help you log in faster and enhance your navigation through the Services. Some features of the Services may not function properly if use or availability of Unique Identifiers is impaired or disabled.
  4. Log File Information: When you use our Services, we may receive log file information such as your IP address, browser type, access times, domain names operating system, the referring web page(s), pages visited, location, your mobile carrier, device information (including device and application IDs), search terms, and cookie information. We receive log file data when you interact with our Services, for example, when you visit our websites, sign into our Services, or interact with our email notifications. Private Wealth Systems uses log file data to provide, understand, and improve our Services, and to customize the content we show you. Private Wealth Systems may link this log file to other information about you via the Services.
  5. Public Information: Private Wealth Systems may also collect information about you from publicly available sources. Information you make publicly available in any public or open forum, such as on a social network, may be considered public information for the purposes of this Privacy Policy, and may be accessed and collected by Private Wealth Systems. Please be aware that any content or information you share with or provide to third parties using or related to your use of the Services is nether private, nor confidential. Private Wealth Systems is not responsible for any content or information you post.

HOW WE USE THE INFORMATION WE COLLECT

Compliance with Our Privacy Policy

We use the information we collect only in compliance with this Privacy Policy. Customers who subscribe to our Services are obligated through our agreements with them to comply with this Privacy Policy.

Use of Personal Information

Please note information Private Wealth Systems collects about you may be transferred, processed and/or accessed by us in the United States, or another country where we, or our Service Providers operate. Please be aware Personally Identifiable Information may be transferred to, and maintained on, computers located outside of your state or country where privacy laws may differ from and may not be as protective as those where you live. If you are located outside the United States and choose to allow us to collect information about you, please be aware that Private Wealth Systems may transfer your Personally Identifiable Information to the United States and process and store it there. By allowing collection of your Personally Identifiable Information, you consent to having your personal data transferred to, processed, and stored in the United States.

Private Wealth Systems’ personnel may have access to your information as needed to provide and operate the Services in the normal course of business. This includes information regarding your use and interaction with the Services.

Private Wealth Systems may purchase other businesses or their assets, sell our business assets, or be involved in a bankruptcy, merger, acquisition, reorganization or sale of assets (a “Business Transaction”). Your information, including Personally Identifiable Information, may be among assets sold or transferred as part of a Business Transaction.

We may be required to disclose Subscriber information pursuant to lawful requests, such as subpoenas or court orders, or in compliance with applicable laws. We generally do not disclose Subscriber information unless we have a good faith belief that an information request by law enforcement or private litigants meets applicable legal standards. We may share your information when we believe it is necessary to comply with applicable laws, to protect our interests or property, to prevent fraud or other illegal activity perpetrated through the Services or using the Private Wealth Systems name, or to protect the safety of any person. This may include sharing information with other companies, lawyers, agents, or government agencies. Nothing in this Privacy Policy is intended to limit any legal defenses or objections that you may have to a third party’s, including a government’s, request to disclose your information.

Use of Navigational Information

We use Navigational Information to operate and improve the Websites. We may also use Navigational Information alone or in combination with Personal Information to provide you with personalized information about our technology and service solutions.

Service Providers

We employ other companies and people to provide services to visitors to our Websites, our customers, and users of the Services and may need to share your information with them to provide information, products or services to you (“Service Providers”). Examples may include removing repetitive information from prospect lists, analyzing data, providing marketing assistance, processing credit card payments, supplementing the information you provide us in order to provide you with better service, and providing customer service. In all cases where we share your information with such agents, we explicitly require the agent to acknowledge and adhere to our privacy and customer data handling policies.

Private Wealth Systems Technology Partners Websites may use Google Analytics, a web analytics service provided by Google, Inc. (“Google”). Google Analytics uses “cookies”, which are text files placed on your computer, to help the website analyze how users use the site. The information generated by the cookie about your use of the website (including your IP address) will be transmitted to and stored by Google on servers in the United States. Google will use this information for the purpose of evaluating your use of the website, compiling reports on website activity for website operators and providing other services relating to website activity and internet usage. Google may also transfer this information to third parties where required to do so by law, or where such third parties process the information on Google’s behalf. Google will not associate your IP address with any other data held by Google. You may refuse the use of cookies by selecting the appropriate settings on your browser, however, as mentioned above please note that if you do this you may not be able to use the full functionality of the Private Wealth Systems website. By using the Private Wealth Systems website, you consent to the processing of data about you by Google in the manner and for the purposes set out above.

ACCESSING & MODIFYING YOUR INFORMATION

Access To the Information Private Wealth Systems Has Collected About You

Private Wealth Systems provides certain tools and settings within the Services to help you access, correct, delete, or modify your personal information associated with the Services. Private Wealth Systems welcomes you to contact us regarding the information we have collected about you, including regarding the nature and accuracy of the data has collected about you, or to request an update or deletion of your information. Requests to delete or remove your information do not ensure complete or comprehensive removal of the content or information posted, and removed information may persist in backup copies indefinitely. Please note that if you choose to delete your information or opt-out of the collection and use of your information, you understand that certain features, including but not limited to access to the Services, may no longer be available to you.

Retention of Personal Information

We retain Personal Information that you provide us as long as we consider it potentially useful in contacting you about the Services or our other services, or as needed to comply with our legal obligations, resolve disputes and enforce our agreements, and then we securely delete the information. If a Subscriber terminates its use of the Services, then we will provide customer with access to all information stored for the customer by the Services, including any Personal Information provided by you, for export by the Subscriber according to our agreement with Subscriber. After termination, we may, unless legally prohibited, delete all Subscriber information, including Personal Information, from the Services. We will not sell or otherwise transfer the personally identifiable information you provide to us to any third-party for their own direct marketing use.

Opting-Out of Communications from Private Wealth Systems

Subscribers may opt-out of receiving certain communications from Private Wealth Systems by following the unsubscribe process described in an email communication, or by contacting us using the contact information provided below. However, please note you may not opt-out of Services-related communications, such as account verification, purchase and billing confirmations, changes or updates to features of the Services, or technical and security notices.

Do Not Track

Private Wealth Systems does not currently employ a process for automatically responding to “Do Not Track” (DNT) signals sent by web browsers, mobile devices, or other mechanisms. Per industry standards, third parties may be able to collect information, including Personally Identifiable Information, about your online activities over time and across different websites or online services when you use Services. You may opt out of online behavioral ads at http://www.aboutads.info/choices/. You also may limit certain tracking by disabling cookies in your web browser.

Security of your Personal Information

We use a variety of security technologies and procedures to help protect your Personal Information from unauthorized access, use or disclosure. As no data security protocol is impenetrable, Private Wealth Systems cannot guarantee the security of our systems or databases, nor can we guarantee that personal information we collect about you will not be breached, intercepted, destroyed, accessed, or otherwise disclosed without authorization. Accordingly, any information you transfer to or from Services is provided at your own risk.

Social Media Features

Our Services include Social Media Features, such as the Facebook Like button and Widgets, such as the Share This button or interactive mini-programs that run on our sites. These features may collect your IP address, which page you are visiting on our sites, and may set a cookie to enable the feature to function properly. Social Media Features and Widgets are either hosted by a third party or hosted directly on our Websites. This Privacy Policy does not apply to these features.  Your interactions with these features are governed by the privacy policy and other policies of the companies providing them.

External Websites

Our Websites provide links to other websites. We do not control, and are not responsible for, the content or practices of these other websites. Our provision of such links does not constitute our endorsement of these other websites, their content, their owners, or their practices. This Privacy Policy does not apply to these other websites, which are subject to any privacy and other policies they may have.

UPDATES TO PRIVACY POLICY

From time to time, Private Wealth Systems may revise this online Privacy Policy. Any such changes to this Privacy Policy will be promptly communicated on this page. Continued use of our sites after receiving notice of a change in our Privacy Statement indicates your consent to the use of newly submitted information in accordance with the amended Privacy Policy. The effective date of this Privacy Policy is September 1, 2019.

 

CONTACT PRIVATE WEALTH SYSTEMS

Private Wealth Systems
106 Langtree Village Road

Suite 301

Mooresville, NC 28117

+1 980 500 3000

Private Wealth Systems is a global financial technology company that is solving the financial industry’s structural challenges of data, scale, and security in order for those who manage complex investment portfolios to have the information they need to make the most informed decisions. The Company’s private cloud suite of multi-asset, multi-manager investment software includes account aggregation, data reconciliation, performance calculation and client reporting that supports even the most complex global balance sheets.

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Recent Posts

  • Top Reasons Why Your Data Is Failing You April 10, 2020
  • The Keys To Choosing Family Office Technology in 2020 March 19, 2020
  • Private Wealth Systems Selected as a Finalist for Global FinTech Challenge January 8, 2020

Contact Us

106 Langtree Village Road, Suite 301
Mooresville, NC 28117

Email
info@privatewealthsystems.com

Phone
+1 (980) 500-3000

©Private Wealth Systems 2019. All Rights Reserved | Privacy Policy
  • Solutions
    • Account Aggregation
    • Data Management
    • General Ledger Accounting
    • Performance Calculation
    • Portfolio Management
    • Client Reporting & Portal
  • Who We Serve
    • UHNW Wealth Owners
    • Chief Investment Officers
    • Accountants
    • Wealth Advisors
    • Data Operations
  • News & Resources
  • About Us
  • Contact Us
  • Watch a Demo
  • Careers
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