Spectrum Input, LLC, the developer of PreciseFP, a client data-gathering tool used by financial professionals, is committed to protecting your privacy by ensuring the security of your information on our website.

Spectrum Input, LLC will never disclose or share your personally identifiable information with any third party, unless required by law to do so (for example, to comply with a subpoena).

If you were invited to use PreciseFP by a financial professional, you should also verify his/her Privacy Policy. Your financial advisor and, if applicable, the firm with whom he/she is licensed, also has access to your personal information on PreciseFP. Your advisor uses your personal information, in conjunction with our software, to provide customized financial planning services. Your advisor’s use of your data is governed by their firm’s Privacy Policy. Please contact your financial advisor if you have questions about his/her firm’s Privacy Policy.

 

What Personal Information Do We Collect and How Do We Use It?

When you register for the first time, we will ask you to provide pieces of information that help us locate you within our system. Examples are your name, email address, and contact information. You will also be asked to create a password, which should not be shared with anyone.

We use your name to personalize your financial professional’s unique PreciseFP online client forms and PDFs; both of which are generated by the system. We use your email address to confirm your subscription, user name and password, and to provide customer service. As a registered user, when you select the option to customize, create or access your client forms, we will recognize you by your user name and password. We may also use the contact information we collect to notify you about any new functions included in our software or new services offered by our website.

 

What Financial Information Do We Collect and How Do We Use It?

To use our online client forms, your financial professional will invite you to input personal financial data for you and, if applicable, your spouse or partner. The requested personal financial data can include, but is not limited to, such components as annual income, current values of and annual additions to investment assets, and lifetime and legacy-related goals. In many instances, these entries are optional. All financial professionals’ forms are unique, since PreciseFP allows for edit form templates. So fields within the forms will vary from one account to another. Our software facilitates the capturing, storage, and transmission of data that relates specifically to you and your unique financial situation.

 

“Cookies”

“Cookies” are small files used by web sites to store information on your computer. For PreciseFP to work properly, your browser must be enabled to accept cookies. Our cookies contain information that identifies you during a session and allows the software to function. This information is used only by PreciseFP and is not for sale or distribution.

 

How Do We Protect Your Information?

When you access your financial data, we use a state-of-the-art secure server environment to keep all of your personal information as secure as possible. The secure server software (SSL) encrypts all information you input before it is sent to us, and all data we collect is protected against unauthorized access. This approach helps ensure that your personal and financial information remains safe and private.

 

Your Consent

By using our web site, you consent to the collection and use of the information described above by Spectrum Input, LLC. Should we make any changes to our Privacy Policy, we will post those changes on this page for your review.

You also acknowledge that Spectrum Input, LLC can use aggregated data from its users and subscribers to better understand our user base and/or to research potential changes in content and services. Spectrum Input, LLC may use this collective information for product research or marketing demographics, but any such information will never be disclosed, sold, or distributed to a third party where such information could ever indicate directly or indirectly any individual’s financial information.

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