This policy explains how Advisorbriefs uses cookies and similar technologies on our website and why, given the sensitive financial context of our product, we take a conservative approach to tracking.
Last updated: October 1, 2024
Cookies are small text files that a website stores on your browser or device when you visit. They are widely used to make websites work, improve performance, remember user preferences, and gather analytics data. Similar technologies include web beacons, pixels, local storage, and session storage.
Advisorbriefs provides software that processes meeting audio recordings and financial client information for registered investment advisors. Even on our marketing website, we recognize that visitors may include licensed professionals handling confidential client relationships. We therefore take a conservative approach to cookies:
These cookies are required for the website to function and cannot be switched off. They are set in response to actions you take, such as logging in, setting privacy preferences, or using secure forms. They do not store personally identifiable information.
With your consent, we use analytics tools to understand how visitors use our website. This helps us improve the site and our product. These cookies collect information in an aggregated, anonymized form and do not identify individual users.
With your consent, we may set cookies to remember your preferences such as language or display settings to improve your experience on return visits.
We do not use the following types of cookies on advisorbriefs.com:
If we embed third-party content (such as a video or an embedded scheduling tool for demo bookings), that third party may set its own cookies subject to their privacy policy. We will disclose any such integrations and, where possible, load them only with your consent.
You have several options for managing cookies:
When you visit our website for the first time, you will see a cookie consent banner. You can choose to accept or decline non-essential cookies. Your preference is stored in your browser's localStorage under the key ab_cookie_accepted. You can reset this at any time by clearing your browser's local storage or site data.
Most browsers allow you to control cookies through their settings. You can:
Note that blocking necessary cookies may prevent you from logging in or using authenticated features of the Service. Browser cookie settings vary; refer to your browser's help documentation.
We respect Do Not Track (DNT) browser signals where technically feasible. When DNT is enabled, we limit analytics tracking accordingly.
Analytics cookies may transmit the following data to our analytics processor:
This data is processed pursuant to a Data Processing Agreement with our analytics provider. We do not transmit meeting content, client data, or financial information through cookies or website tracking.
Cookie retention periods:
We may update this Cookie Policy periodically. Changes will be posted on this page with an updated "Last updated" date. Continued use of our Site following any changes constitutes your acceptance of the revised policy.
If you have questions about our use of cookies or this policy, contact us at: