Privacy Policy

Last Updated: March 14, 2024

Welcome to Endex—an AI platform designed specifically for financial firms. This Privacy Notice explains how Edvise, Inc. (“Endex,” “we,” “our,” or “us”) collects, uses, discloses, and otherwise processes personal data.

This Privacy Notice does not address our privacy practices relating to Endex job applicants, employees and other employment-related individuals, nor data that is not subject to applicable data protection laws (such as deidentified or publicly available information). This Privacy Notice is also not a contract and does not create any legal rights or obligations not otherwise provided by law.

Our Role in Processing Personal Data

Data protection laws sometimes differentiate between “controllers” and “processors” of personal data. A “controller” determines the purposes and means (the why and how) of processing personal data. A “processor,” which is sometimes referred to as a “service provider,” processes personal data on behalf of a controller subject to the controller’s instructions.

This Privacy Notice describes our privacy practices where we are acting as the controller of personal data. However, this Privacy Notice does not cover or address how our customers may process personal data when they use our services, or how we may process personal data on their behalf in accordance with their instructions where we are acting as their processor. As a result, we recommend referring to the privacy notice of the customer with which you have a relationship for information on how they engage processors, like us, to process personal data on their behalf. In addition, we are generally not permitted to respond to individual requests relating to personal data we process on behalf of our customers, so we recommend directing any requests to the relevant customer.

Our Collection and Use of Personal Data

The categories of personal data we collect depend on how you interact with us and our services. For example, you may provide us your personal data directly when you provide us your contact information, use our services, register for an account, complete an online transaction, participate in an event, contest, sweepstakes, or survey, or otherwise contact us or interact with us through our services.

We also collect personal data automatically when you interact with our websites and other services and may also collect personal data from other sources and third parties.

Personal Data Provided by Individuals

We collect the following categories of personal data individuals provide us:

• Contact Information, including first and last name, phone number, email address, mailing address, and communication preferences. We use this information primarily to fulfill your request or transaction, to communicate with you directly, and to send you marketing communications in accordance with your preferences.
• Professional Information, including job title, company name, professional background, and the nature of your relationship with us. We use this information primarily to fulfill your request or transaction, to determine how we communicate with you, to administer your account, to provide you with our services, and for customer support purposes.
• Account Information, including first and last name, email address, phone number, account credentials or one-time passcodes, transaction history, and the history of the use of our services. We use this information primarily to administer your account, provide you with our services, communicate with you regarding your account and your use of our services, and for customer support purposes.
• Payment Information, including payment card information, billing address, and other financial information such as routing and account number. Please note that we use third-party payment processors, including Stripe, to process payments made to us. We do not retain any personally identifiable financial information, such as payment card number, you provide these third-party payment providers in connection with payments. Rather, all such information is provided directly by you to our third-party payment processors. The payment processor’s use of your personal data is governed by their privacy notice. To view Stripe’s privacy policy, please click here.
• Event, Contest, Sweepstakes, and Survey Information, including information provided when you sign up for an event, enter a contest or promotion, complete a survey, or submit a testimonial. We use this information primarily to administer and facilitate our services, respond to your submission, communicate with you, conduct market research, inform our marketing and advertising activities, improve and grow our business, and facilitate the related event, content, sweepstakes, or survey.
• Feedback and Support Information, including the contents of custom messages sent through the forms, email addresses, or other contact information we make available to customers, as well as recordings of calls with us, where permitted by law (including through the use of automated tools provided by us or our third-party providers). We use this information primarily to investigate and respond to your inquiries, to communicate with you, and to improve our services. If you choose to contact us, we may need additional information to fulfill the request or respond to your inquiry. We may provide additional privacy disclosures where the scope of the request we receive or personal data we require fall outside the scope of this Privacy Notice. In that case, the additional privacy disclosures will govern how we may process the information you provide at that time.