Advisori
Privacy policy
This privacy policy describes how Advisori App LLC (“we”, “us”) handles information when you visit our public website or use Advisori, our private client management platform for professional firms.
What this policy covers
It applies to:
- Visitors to our public marketing pages (for example, the homepage, pricing, contact, and sign-up pages)
- Firm staff who sign in to a Advisori workspace
- Client contacts who use magic-link portals to complete forms, uploads, or signatures
Each firm’s workspace is separate. Firm administrators control who on their team can access client data inside that workspace.
Information we collect
Public website. If you use our contact form or start a free trial, we collect the details you submit (such as name, email, firm name, and message content) so we can respond or provision your workspace.
Workspace accounts. When your firm uses the service, we process account details for staff users (such as username, email, role, and sign-in activity) and operational logs needed to run and secure the platform.
Customer content. Firms store client records, documents, form responses, notes, credentials, and related workflow data in their workspace. We process this content only to provide the service your firm requests — we do not use it to train AI models or build advertising profiles.
Billing. Paid subscriptions are handled by our payment processor (Stripe). We receive billing status and limited payment metadata; we do not store full card or bank account numbers.
Technical data. Like most web applications, our servers receive standard request information (such as IP address, browser type, and timestamps) in connection logs for security, abuse prevention, and troubleshooting.
No marketing tracking on public pages
We do not run third-party advertising pixels, behavioral analytics, or cross-site tracking scripts on our public marketing site. We are not in the business of building visitor profiles for ads.
How we use information
We use information to:
- Provide, maintain, and improve Advisori
- Authenticate users, enforce permissions, and protect against abuse
- Send service-related email (such as workflow notifications, billing notices, and account messages your firm configures)
- Respond to support requests and contact form submissions
- Meet legal, security, and operational requirements
We do not sell your information
We do not sell, rent, license, or otherwise provide personal information to third parties for their marketing, advertising, analytics, or other independent commercial purposes.
We do not voluntarily share personal information with data brokers, advertisers, or similar third parties. The limited disclosures we make are:
- Service providers. Subprocessors that help us run the platform (such as hosting, email delivery, and payment processing) may access information only as needed to perform those services on our behalf — not for their own use.
- Legal requirements. When we are legally required to disclose information — for example, in response to a valid court order, subpoena, or other binding legal process. We will disclose only what the law requires and, where permitted, notify the affected firm before doing so.
- Safety and enforcement. When reasonably necessary to protect the security of the service, our users, or the public, or to enforce our terms against abuse or fraud.
Aside from operating Advisori, we do not provide information we hold to third parties unless the law requires it.
Service providers
We rely on a small set of infrastructure and subprocessors to host the application, deliver email, and process payments. They are contractually expected to protect information and may not use it for their own marketing or unrelated purposes. Payment details are handled directly by Stripe under their own privacy policy.
Data retention
We retain workspace data for as long as your firm maintains an active subscription or trial, unless a longer period is required by law or agreed in writing. Firm administrators can export workspace data and schedule deletion from within the product. When a workspace is deleted, we remove associated tenant data from our systems within a reasonable period, subject to backup and legal retention limits.
Security
We use technical and organizational measures designed to protect information, including access controls, encryption in transit, and optional workspace encryption with a firm-held key. No method of transmission or storage is completely secure; firms should also use strong passwords and two-factor authentication where offered.
Your choices and rights
Depending on where you live, you may have rights to access, correct, delete, or restrict certain processing of personal information. Firm staff should contact their workspace administrator first for account and client-data requests. You may also contact us through our contact form. If you are a client of one of our customer firms, please contact that firm directly about information they hold about you.
International transfers
Information may be processed in countries other than where you live. Where required, we take steps intended to provide appropriate safeguards for cross-border transfers.
Children
Advisori is a business service not directed to children. We do not knowingly collect personal information from anyone under 16.
Changes
We may update this policy from time to time. We will post the revised version on this page and update the “Last updated” date above. Material changes may also be communicated through the service or by email where appropriate.
Contact
Questions about this policy can be sent through our contact form. Advisori App LLC is the data controller for information collected through our public website and platform operations.