This Privacy Policy describes how we collect, use, and handle your personal information when you use our services, website, and SMS messaging program.
Contact information (name, email address, phone number)
Account information (username, password)
Billing information (payment details, billing address)
Financial and business information
Other Personal Information
Communication preferences
Device information (device type, operating system)
Log data (IP address, browser type, pages visited)
Cookies and similar technologies
Location information
Provide and Improve Our Services: We use the information to deliver and enhance the functionality of our website and services, ensuring a better user experience.
Personalization: We may use your information to personalize your experience on our website, including showing you content and advertisements that we believe may interest you.
Communication: We use your contact information to communicate with you about your account, respond to your inquiries, provide customer support, and send you updates about our services, policies, and terms.
Marketing: With your consent, we may use your information to send you promotional messages and marketing communications about our products and services. You can opt out of these communications at any time by following the unsubscribe instructions included in each email.
Analytics: We use the information to analyze how our services are being used, to monitor and analyze usage and activity trends, and to improve our website and services.
Security and Fraud Prevention: We use the information to protect our website and services from fraudulent activities, unauthorized access, and other security breaches.
Legal Compliance: We may use your information to comply with legal obligations, resolve disputes, enforce our terms and conditions, and protect our rights and property.
Third-Party Service Providers: We may share your information with third-party service providers who perform services on our behalf, such as hosting, data analysis, payment processing, order fulfillment, information technology, and related infrastructure, customer service, email delivery, and auditing.
Business Transfers: In the event of a merger, acquisition, reorganization, sale of assets, or bankruptcy, your information may be transferred as part of the transaction.
Consent: We may use your information for any other purpose disclosed to you and with your consent.
No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. Information sharing to subcontractors in support services, such as customer service is permitted. All other use case categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.
Text messaging originator opt-in data and consent will not be shared with any third parties, except for aggregators and providers of the Text Message services that are necessary to deliver the service you requested.
We implement appropriate security measures to protect your personal information from unauthorized access, alteration, disclosure, or destruction.
We retain your personal information for as long as necessary to fulfill the purposes outlined in this Privacy Policy, unless a longer retention period is required by law.
You have the right to access, correct, or delete your personal information. You can update your preferences or request data deletion by contacting us.
You can opt out of receiving promotional communications by following the unsubscribe instructions in each message or by contacting us directly.
Service providers who perform services on our behalf
Law enforcement or other governmental authorities in response to a legal request
Other parties in connection with a company transaction, such as a merger or sale of company assets
All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties, excluding aggregators and providers of the Text Message services.
Our services are not intended for individuals under the age of 13. We do not knowingly collect personal information from children under 13.
If we transfer your information to countries outside your location, we will take steps to ensure that your information receives an adequate level of protection.
We may update this Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on our website and updating the "Last Updated" date.
We may update this Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on our website and updating the "Last Updated" date.
KPI Advisors
(833) 574-4246
Last Updated: 04/10/2026