PortfolioWise is a product by Chaikin Analytics,LLC.
Chaikin Analytics, LLC. Revised May 28th, 2020.
This privacy policy is intended to inform you of our policies and practices regarding the collection, use and disclosure of any information you submit to us.
Please read this privacy policy before submitting any personal information or using the website or the application. By using the website or application, you are accepting the practices described in this privacy policy. These practices may be changed, but any changes will be posted on our website. You are encouraged to review the privacy policy whenever you visit the website to make sure that you understand how any personal information you provide will be used.
Note: the privacy practices set forth in this privacy policy are for this website only. If you link to other websites, please review the privacy policies posted at those sites.
Collection of Information
We collect personally identifiable information, like name and email address, etc., when voluntarily submitted by our visitors. The information you provide is used to fulfill your specific request. We also may use your personally identifiable information to inform you of other products or services available from Chaikin Analytics, LLC, or our business partners. We may also contact you via surveys to conduct research about your opinion of current services or of potential new services. We regularly perform list hygiene. If you have not engaged with us in 24 months, we will automatically opt you out of any further communications from us.
Sharing of Information
We do not sell, trade, rent or otherwise share for marketing purposes the personal information that we collect with third parties unless you ask or authorize us to do so. Any information shared by us is done so to fulfill our legal and regulatory requirements or to provide you with the products and services you have requested.
Chaikin Analytics, LLC, may, from time to time, contact you on behalf of external business partners about a specific offering that may be of interest to you. In those cases, your unique personally identifiable information (e-mail, name, address, telephone number) is not transferred to the third party. However, if you register for a guest webinar presentation your email address will be shared with and subject to the privacy policies of the guest presenter.
In addition, we may provide your personal information to third-party service providers who work on behalf of or with us to provide some of the services and features of Chaikin Analytics, LLC, and to help us communicate with you. Examples of such services include sending email, conducting research about your opinion, analyzing data, processing payments, and providing customer service. We require our third-party service providers to agree not to use such information except as necessary to provide the relevant services to us. We use Infusionsoft as our CRM and marketing automation platform; please see their Data Protection and Privacy Policy for more information.
We may share information with governmental agencies or other companies assisting us in fraud prevention or investigation. We may do so when: (1) permitted or required by law; or, (2) trying to protect against or prevent actual or potential fraud or unauthorized transactions; or, (3) investigating fraud which has already taken place. The information is not provided to these companies for marketing purposes.
We regularly perform list hygiene. If you have not engaged with us in 24 months, we will automatically opt you out of any further communications from us.
Cookie/Tracking Technology
The Chaikin Analytics, LLC, website may use cookie and tracking technology depending on the features offered. Cookie and tracking technology are useful for gathering information such as browser type and operating system, tracking the number of visitors to our website, and understanding how visitors use the website. Cookies can also help customize the website for visitors. Personal information cannot be collected via cookies and other tracking technology. However, if you previously provided personally identifiable information, cookies may be tied to such information.
Aggregate cookie and tracking information may be shared with third parties to assist us with business and marketing analysis. These third parties agree to keep the information confidential.
Chaikin Analytics, LLC, may, from time to time, contact you on behalf of external business partners about a specific offering that may be of interest to you. In those cases, your unique personally identifiable information (e-mail, name, address, telephone number) is not transferred to the third party. However, if you register for a guest webinar presentation your email address will be shared with and subject to the privacy policies of the guest presenter.
In addition, we may provide your personal information to third-party service providers who work on behalf of or with us to provide some of the services and features of Chaikin Analytics, LLC, and to help us communicate with you. Examples of such services include sending email, conducting research about your opinion, analyzing data, processing payments, and providing customer service. We require our third-party service providers to agree not to use such information except as necessary to provide the relevant services to us. We use Infusionsoft as our CRM and marketing automation platform; please see their Data Protection and Privacy Policy for more information.
We may share information with governmental agencies or other companies assisting us in fraud prevention or investigation. We may do so when: (1) permitted or required by law; or, (2) trying to protect against or prevent actual or potential fraud or unauthorized transactions; or, (3) investigating fraud which has already taken place. The information is not provided to these companies for marketing purposes.
We regularly perform list hygiene. If you have not engaged with us in 24 months, we will automatically opt you out of any further communications from us.
Email Policy
By providing your email address to us, you may consent to receive emails from us. We may use email to communicate with you, to send information that you have requested or to send surveys or information about other products or services developed or provided by us or our vendors or business partners.
If you do not wish to receive these types of emails from us, you may “opt-out” by sending an email to us at [email protected]; however, please understand that we may continue sending you emails related to any account you have with us, any application to which you have subscribed, or any transaction or agreement you have entered into with us.
Please note that there might be a brief delay between when you submit your request to “opt-out” and when it is processed and reflected in our systems; accordingly, you may continue to receive certain communications from us for a limited time after you unsubscribe. We apologize for any inconvenience and appreciate your patience.
Commitment to Data Security
Your personally identifiable information is kept secure. Only authorized employees, agents and contractors (who have agreed to keep information secure and confidential) have access to this information. All emails and newsletters from this site allow you to opt out of further mailings.
Privacy Contact Information
If you have any questions, concerns, or comments about our privacy policy you may contact us:
By e-mail: [email protected]
Chaikin Analytics, LLC
2 Penn Center
1500 JFK Boulevard (Suite 220)
Philadelphia, PA 19102
We reserve the right to make changes to this policy. Any changes to this policy will be posted on our website. Continued use of the Chaikin Analytics, LLC, website or application shall indicate your acknowledgement of such changes and agreement to be bound by the terms and conditions of such changes.