Privacy Policy

Your privacy is very important to Asset-Map, LLC (“our”, “we” and/or “us”). Because we collect certain types of information about our users of our Platform, we believe you should fully understand the conditions of our collection and use of such information. This Privacy Policy, which is incorporated by reference into our Terms of Service (collectively referred to as the "Terms"), discloses what information we collect, how we use it, and how to correct or change it. By using the Platform, you consent to our collection and use of your information as described in this Policy.

Data Ownership

The most important part of this Privacy Policy is the principle that your data belongs to you. You are not transferring the ownership of data about your clients by storing it in the Platform. Your clients are your clients, and the data that you store in Asset-Map Platform belongs to you.

We utilize the data in your individual account to assist you with support requests, troubleshoot problems, or monitor the performance and effectiveness of the system. In addition, we utilize aggregated data across the Asset-Map Platform to improve its effectiveness, develop insights, or monitor the performance and effectiveness of the system.

Information Collected By Asset-Map and How We Use It

We may collect the following types of information:

Information You Provide

When you establish an account with Asset-Map, we ask you for personal information. We use the data you enter to provide the Services to you. We also analyze all of our customer data in aggregate to understand more about the average Asset-Map user.

Contact Information

To establish your account, you will be asked for your email address or other personal contact information, which we will never share or sell with third parties.


When you visit and/or the Platform, we send one or more cookies to your computer or other device. We use cookies to improve the quality of our services, store user preferences and track user trends.

Log Information

When you access Asset-Map Platform, our servers automatically record certain information in an industry-standard way. These logs may include information such as your web request, your interaction with a service, Internet Protocol address, browser type, browser language, the date and time of your request and one or more cookies that may uniquely identify your browser or your account. We use logs to improve the quality of our services, debug problems, and track user trends.


Any messages, email or communications that you send to us may be retained so that we can process your inquiries, respond to your requests or improve the quality of our services. We may use your email address and other personal contact information to communicate with you about our services.

Other Sites

This Privacy Policy applies to Asset-Map services only. We do not have any control over the websites offered by our partners, or sites that integrate with Asset-Map services. Those sites are governed by their own privacy policies, which you should read before using them.

Asset-Map processes personal information on our servers in the United States of America, and may do so in other countries. In some cases, we may process personal information outside your own country.

Information Sharing

Asset-Map only shares personal information with other companies or individuals outside of our company in the following limited circumstances:

  • We have your consent. We require opt-in consent for the sharing of any confidential personal information. This consent can include, but is not limited to, when you choose to integrate Asset-Map services with other third party software or services.
  • You are an enterprise customer or partner, have contributed confidential data to the Asset-Map Platform and have provided a mapping of your advisor’s rep codes or other identifiers to their email addresses. In that case, we will only share that advisor’s confidential data with their own Asset-Map account.
  • We may, but as of this writing do not, provide such information to our subsidiaries, affiliated companies or other trusted businesses or persons, solely for the purpose of processing that information on our behalf. We require that these parties agree to process such information based on our instructions, in compliance with this
  • We have a good faith belief that access, use, preservation or disclosure of such information is reasonably necessary to (a) satisfy any applicable law, regulation, legal process or enforceable governmental request, (b) enforce applicable Terms of Service, including investigation of potential violations thereof, (c) detect, prevent, or otherwise address fraud, security or technical issues, or (d) protect against harm to the rights, property or safety of Asset-Map, its users or the public as required or permitted by law. If Asset-Map is ordered by a legal process or government to provide data about one or more individual users, we will notify those users of our compliance with that order, to the extent permitted by law.
  • If Asset-Map becomes involved in a merger, acquisition, or any form of sale of some or all of its assets, we will ensure the confidentiality of any personal information involved in such transactions and provide notice before personal information is transferred and becomes subject to a different privacy policy.

Information Security

We take appropriate security measures to protect against unauthorized access to or unauthorized alteration, disclosure or destruction of data. These include internal reviews of our data collection, storage and processing practices and security measures, including appropriate encryption and physical security measures to guard against unauthorized access to systems where we store personal data.

We restrict access to personal information to only authorized Asset-Map employees, contractors and agents who need to know that information in order to process it on our behalf. These individuals are bound by confidentiality obligations and may be subject to discipline, including termination and criminal prosecution, if they fail to meet these obligations.

Deleting Your Information

We believe that your data belongs to you, and therefore, you may delete your account at any time that you choose. To request that your account be deleted, please contact us at Because of the way we maintain our services to protect the integrity of your data, residual copies may take a period of time before they are deleted, and your data may remain in our backup systems. However, our systems are architected so that your data will drop out of active use for all of the uses that we described above. Confirmation of deletion can be provided upon request.

Changes to This Privacy Policy

Please note that this Privacy Policy may change from time to time. We will not materially reduce your rights under this Privacy Policy without your explicit consent. We will post any Privacy Policy changes at and, if the changes are significant in our judgment, we will provide an email notification of Privacy Policy changes.

Contact Us

If you have any questions about our Privacy Policy, please contact us at


Last updated: September 8, 2016