Voyant, Inc. and its affiliates ("Voyant", "we", "our" or the "Company") are committed to protecting and respecting your privacy as outlined in this Privacy Statement (“Privacy Statement”). This Privacy Statement applies to our websites located at www.planwithvoyant.com, www.planwithvoyant.co.uk, ireland.planwithvoyant.co.uk, canada.planwithvoyant.com, au.planwithvoyant.com, and global.planwithvoyant.com (the "Sites") which allow financial advisers and clients to work together to plan their financial investments (our "Services").
This Privacy Statement explains the types of information we may collect from or about the visitors to our Sites and/or the Users (as defined below) of our Services. This Privacy Statement also describes Voyant's practices for collecting, using, disclosing, maintaining and processing information.
Users of the Service include financial advisers who have executed an agreement with Voyant ("Customers") or clients of a Customer, (i.e. individuals seeking financial advice from the Customer, who have been given access to our Services ("Client Users")) (collectively Customer and Client User shall be referred to as "Users", "you", and “your”).
Please read the following carefully to understand our views and practices regarding your personal data and how we will treat it. By using our Services, you acknowledge you have read and understood this Privacy Statement.
For the purposes of data protection laws, ("Data Protection Laws"), in the European Economic Area, United Kingdom and Switzerland, the data controller of any personal data uploaded by a Customer or Client User in connection with the Services ("User Personal Data") is the relevant Customer and/or Client User and Voyant will, in connection with this personal data, be the data processor as defined in applicable Data Protection Laws. The appropriate terms have been entered into between the Customer and Voyant in connection with the User Personal Data.
Notwithstanding the previous section, Voyant is the data controller of certain information provided by a User directly to Voyant and certain analytical information, which Voyant may collect about the visitors to our Sites.
Voyant can be contacted at:
7300 Ranch Road 2222
Building 5, Suite 200
Austin, Texas 78730
United States of America
This Privacy Statement is effective as of the date stated at the top of this page. We may amend or update this Privacy Statement from time to time, by changing the Privacy Statement on the Sites and/or by notifying you when you return to the Sites, or by email. By accessing and using the Sites after we notify you of such changes to this Privacy Statement, you are deemed to have accepted such changes. Please refer back to this Privacy Statement on a regular basis.
We collect one or more of the following categories of personal data about visitors to our Sites and the Users of our Services when these individuals (i) visit or interact with our Sites; (ii) use our Services; or (iii) otherwise contact or interact with us.
You do not have any legal obligation to provide any information to us; however, we require certain information in order to provide the Services. If you choose not to provide us with certain information, we may not be able to provide you with the Services.
We will use your personal data to:
Legal Basis for Processing: To the extent we rely on our legitimate interests as a legal basis for processing of your personal data, we have considered the balance between our own interests (among other things, the lawful and efficient operation of our Services) and your interests and we believe that (a) you would reasonably expect us to carry out the kind of processing referenced above and (b) such processing will not cause you any harm and/or will not seriously impact your rights and freedoms with regard to data privacy. You have the right to withdraw any consent given to us for the processing of your personal data. At times, we may also collect your personal data where we have your consent to do so or as otherwise necessary for the performance of a contract to which you are a party, and in order to take steps (at your request) to enter into such contract. We may also collect your personal data as necessary for us to comply with our legal obligations, including to protect your vital interests or those of another.
When you access or use the Sites or Services, we may use industry-wide technologies such as "cookies" or similar technologies, which stores certain information on your computer ("Local Storage") and which will allow us to enable automatic activation of certain features, and make your Services experience much more convenient and effortless. For details on how we use cookies, visit our Cookies Policy.
In order for us to provide our Services, we may share your personal data with the following categories of recipients:
Any member of our group, which means our affiliates, our ultimate holding company and its subsidiaries, who support our processing of personal data under this Privacy Statement.
Our selected third parties may include:
We will disclose your personal data to third parties:
To facilitate our global operations, we may transfer and access such personal data from around the world, including to and from the European Economic Area (EEA), Canada, the United States, and other countries in which Voyant has operations. Therefore, your personal data may be processed in Canada, the United States and those other countries. We may transfer your personal data to members of our group and selected recipients in the EEA. In these circumstances, the governments, courts, law enforcement, national security, or regulatory agencies of such jurisdictions may be able to obtain access to your personal information through their local laws. Where your information is transferred outside of the jurisdiction in which it is collected, we will take all steps reasonably necessary to ensure that your information is subject to appropriate safeguards, such as relying on a recognized legal adequacy mechanism, and that it is treated securely and in accordance with this Privacy Statement.
The security of all personal data provided to us is important and we take reasonable steps designed to protect your personal data. We maintain reasonable administrative, technical, and physical safeguards designed to protect the personal data that we receive against accidental, unlawful, or unauthorized destruction, loss, alteration, access, disclosure or use. If you have created an account with us, you are responsible for keeping confidential any usernames and passwords you use to access our Services. Do not share this password with anyone else and do not use this password for other services or products. If you have reason to believe that your personal data is no longer secure, please immediately contact us as set forth below in the "Contact Us" section.
For more information about how we secure your information, please visit our Security Policy.
Depending upon where you reside, certain choices and rights may be available to you under applicable data protection laws. If you have questions about what rights may apply to you, please contact us as set forth below in the "Contact Us" section.
Do Not Track: Our Sites are not designed to respond to "do not track" requests from browsers.
"Shine the Light" and "Eraser" Laws: Residents of the State of California may request a list of all third parties to which we have disclosed certain information during the preceding year for those third parties’ direct marketing purposes.
Residents of Texas and Nebraska have certain rights under applicable privacy laws, subject to certain conditions. Depending upon your state of residency, you may be able to exercise some or all of the following rights relating to the personal data we have collected about you, including:
Please contact us at support@planwithvoyant.com or by postal mail at the address above if you would like to exercise any of these rights. You will not face any retaliation or discrimination for exercising your rights.
You have a number of rights under applicable data protection laws in relation to your personal data. Under certain circumstances, you have the right to:
For the purposes of this Privacy Statement, for individuals located in Canada, personal information is any information about an identifiable individual, other than the person’s business title or business contact information when used or disclosed for the purpose of business communications. Any interpretation associated with this Privacy Statement will be made by our Privacy Officer, who can be contacted at support@planwithvoyant.com. This Privacy Statement does not impose upon Voyant any obligations, or create or confer upon an individual any rights, outside of, or in addition to, those imposed by Canada’s federal and provincial privacy laws, as applicable. Should there be, in a specific case, any inconsistency between this Privacy Statement and Canada’s federal and provincial privacy laws, as applicable, this Privacy Statement shall be interpreted, in respect of that case, to give effect to, and comply with, such privacy laws.
You can ask to see the personal information that we hold about you. If you want to review, verify or correct your personal information, please contact our Privacy Officer. Please note that any such communication must be in writing. When requesting access to your personal information, please note that we may request specific information form you to enable us to confirm your identity and right to access, as well as to search for and provide you with the personal information that we hold about you. We may charge you a fee to access your personal information; however, we will advise you of any fee in advance. If you require assistance in preparing your request, please contact the office of our Privacy Officer. Your right to access the personal information that we hold about you is not absolute. There are instances where applicable law or regulatory requirements allow or require us to refuse to provide some or all of the personal information that we hold about you. In addition, the personal information may have been destroyed, erased or made anonymous in accordance with our record retention obligations and practices. In the event that we cannot provide you with access to your personal information, we will endeavor to inform you of the reasons why, subject to any legal or regulatory restrictions.
You may have the right to lodge a complaint with a privacy authority in your jurisdiction (such as the Office of the Privacy Commissioner of Canada, or one of its provincial counterparts) in case of a breach of certain laws and regulations. To request their contact information, please contact us.
If you wish to access, or seek the correction of, any personal information that we hold about you, or if you wish to make a complaint that we have breached this Privacy Statement or a privacy law applicable to you, please contact us as set forth below in the "Contact Us" section. We will endeavor to deal with your request or complaint as soon as practicable. Where you make a complaint, we will where appropriate provide information to you as to how the complaint is being progressed.
We may provide links to other websites or resources provided by third parties. These links are provided for your convenience only. We have no control over the contents of those websites or resources, and accept no responsibility for them or for any loss or damage that may arise from your use of them. If you decide to access any of the third-party links on the Sites, you do so entirely at your own risk and subject to the terms and conditions of those websites.
We do not knowingly collect personal data from children under the age of 13 through our Sites. If you are under 13, please do not give us any personal data. We encourage parents and legal guardians to monitor their children’s internet usage and to help enforce our Privacy Statement by instructing their children never to provide us personal data. If you have reason to believe that a child under the age of 13 has provided personal data to us, please contact us, and we will endeavor to delete that personal data from our databases.
If you have any questions (or comments) concerning this Privacy Statement, you are welcome to send us an email or otherwise contact us at support@planwithvoyant.com.
E.U. citizens have the right to lodge a complaint with a supervisory authority (Data Protection Authority in your jurisdiction) in case of a breach of any E.U. data protection and privacy regulations. If the supervisory authority fails to deal with a complaint or inform you within the time frame set under applicable Data Protection Laws, you have the right to an effective judicial remedy.
Please do not hesitate to contact us: support@planwithvoyant.com.
Voyant is a comprehensive wealth management tool purpose-built to help advisors deepen their client relationships. Turning sophisticated calculations into dynamic, visual conversations, Voyant empowers advisors to help investors to live out their richest and most rewarding lives.
