When you use the Site and/or the Services, Dealytics or a designated service provider may collect personal information that you voluntarily provide via the Site and/or the Services, on third-party websites and applications, or offline in connection with your Dealytics subscription and Dealytics applications.
What & Why
When you interact with the Site and / or the Services we may collect personal data, which is information that can be used to uniquely identify you, as well as various other types of information, including information about your interactions with the Services (which we call, collectively, “Your Information”). We collect and use Your Information pursuant to our contract with you, or your agreement to our Customer Terms upon creating a Dealytics user account, so that we may provide you with the Services in a reliable and secure manner. We also collect and use Your Information for our legitimate business needs. Some examples of Your Information and how we use it are:
Account Information: We collect, and associate with your account, the information you provide to us when you do things such as sign up for your account, become a paid user, and set up two-factor authentication (like your name, email address, phone number, payment info, and physical address). Some of our Services let you access your accounts and Your Information via mobile devices and / or other service providers.
Service Data: We collect, and associate with your account, the information you provide to us when you do things such as sign up for your account, become a paid user, and set up two-factor authentication (like your name, email address, phone number, payment info, and physical address). Some of our Services let you access your accounts and Your Information via mobile devices and / or other service providers.
Account Information: Our Services are designed to allow you to analyze, store, annotate and interact with a large variety of types of financial data and other information provided by or via the Services (“Data”), as well as to upload additional Data, take notes or annotate Data, and, if enabled, share Data, including but not limited to analysis, notes or annotations with other authorized users, collaborate with others, and work across multiple devices.
To make that possible, we collect the Data you provide as well as your notes, annotations, searches, analyses and other necessary information about your interactions with the Services, and we store, process, and securely transmit Your Information, including Data, as well as information related to it necessary for us to provide the Services. If enabled, our Services provide you several different options for sharing portions of Your Information with other users, and when you use those options, you are giving those users permission to see and interact with those portions of Your Information.
Usage Information: Dealytics may collect information related to how you use the Services, including actions you take in your account (like searching, analyzing and manipulating Data, sharing, editing, viewing, and tagging notes or annotations), as well as storing any Data you upload to or create within the Services. Our Services may also collect certain non-personally identifiable information for analytical purposes.
We use this information in order to create and maintain business records, billing information, and for other purposes essential to our client relationships. We may also use this information, in an anonymized format that does not allow us to view Your Information or Data created or uploaded by you specifically, to improve our Services, develop new services and features, and protect Dealytics users. For example, we may collect information about how you use the Services, including actions you take in your Dealytics account, how you interact with our desktop and mobile apps and other related information to optimize the design and placement of certain features to make it more usable, or to automate certain tasks that users frequently do manually. We generally store this information for so long as we maintain a business relationship with a given client and until such time as we are requested to delete it.
Device Information: We also may collect information from and about the devices you use to access the Services. This includes things like IP addresses, the type of browser and device you use, the web page you visited before coming to our sites, and identifiers associated with your devices. Your devices (depending on their settings) may also transmit location information to the Services. We use this information to protect our users’ security, optimize our Services for those devices, provide customer support, and to otherwise generally improve the Services.
Cookies and other technologies: Cookies, site tags and other similar technologies are small pieces of information transferred to and stored on your computer or device through your web browser or our applications to enable our systems to recognize your preferences and settings. We use technologies like cookies and pixel tags to provide, improve, protect, and promote our Services. For example, cookies help us with things like remembering your username for your next visit, understanding how you are interacting with our Services, and improving them based on that information. When accessing client-specific secure content, you are acting as a representative of your company and your interactions with our site in this capacity are governed by our relationship agreement with your company. Most browsers and devices automatically accept cookies; you may manually disable them, but this may limit your ability to use the Services.
Marketing: We may give users the option to use some of our Services on a trial basis free of charge. These free Services are made possible by the fact that some users upgrade to one of our paid Services. If you register for trial access to our Services, we will, from time to time, send you information about upgrades when permissible.
We sometimes contact people who do not have a Dealytics account. For recipients in the EU, we or a third party will obtain consent before contacting you.
You have an absolute right to object to our use of Your Information for marketing purposes, and we’ve made it easy for you to do so. Users who receive these marketing materials can opt out at any time. If you do not want to receive marketing materials from us, simply click the ‘unsubscribe’ link in any email, or email email@example.com.
Sharing Your Information
Other Users: If sharing is enabled, information about your identity may be shared with other users in your organization, and you may be able to share portions of Your Information with those users. When your Dealytics account is granted to you by your employer or organization, we may help collaborators and administrators find you and your team by making some of your basic information such as your name, team name, profile, and email address visible to other users on the same domain. We may also provide more detailed portions of Your Information and your usage of the Services with authorized personnel at your employer or organization for compliance and oversight purposes.
Company Admins: If your Dealytics account was created by or on behalf of your employer or organization, your administrator may have the ability to access and control your Dealytics account. Please refer to your organization’s internal policies if you have questions about this.
Other Applications: You can also give third-party providers access to Your Information and account—for example, via Dealytics’ Excel Plugin or ability to sync with apps such as OneNote, Google Drive, and Evernote. Just remember that their use of Your Information will be governed by their privacy policies and terms.
Law & Order and the Public Interest: We may disclose Your Information to third parties if we determine that such disclosure is reasonably necessary to: (a) comply with any applicable law, regulation, legal process, or appropriate government request; (b) protect any person from death or serious bodily injury; (c) prevent fraud or abuse of Dealytics or our users; (d) protect Dealytics’s rights, property, safety, or interest; or (e) perform a task carried out in the public interest.
Stewardship of your data is critical to us and a responsibility that we embrace. We believe that your data should receive the same legal protections regardless of whether it’s stored on our Services or on your home computer’s hard drive. We’ll abide by terms of our Customer Terms and Conditions or any other contractual agreement you have with Dealytics when receiving, scrutinizing, and responding to government requests (including national security requests) for your data, while also making commercially reasonable efforts to a) be transparent; b) fight blanket requests; c) protect all users; and d) provide trusted services.
Data Security and Integrity
Security Personnel: We are dedicated to keeping Your Information secure and constantly testing for vulnerabilities. We also continue to work on features to keep Your Information safe in addition to features like two-factor authentication, encryption of files at rest, and alerts. We deploy automated technologies to detect abusive behavior and content that may harm our Services, you, or other users.
User Controls: You (or your Company Administrators) can access, amend, download, and delete some portions of Your Information by logging into your Dealytics account and going to your account settings page. To request the deletion of all of Your Information, you may email a request to firstname.lastname@example.org.
To provide you with the Services, we may store, process, and transmit information in the United States and locations around the world—including those outside your country. Information may also be stored locally on the devices you use to access the Services.
EU-U.S. Privacy Shield and Swiss-U.S. Privacy Shield: When transferring data from the European Union, the European Economic Area, and Switzerland, Dealytics relies upon a variety of legal mechanisms, including contracts with our customers and affiliates. Dealytics complies with the EU-U.S. and Swiss–U.S. Privacy Shield Frameworks as set forth by the U.S. Department of Commerce regarding the collection, use, and retention of Your Information transferred from the European Union, the European Economic Area, and Switzerland to the United States.
Dealytics is subject to oversight by the U.S. Federal Trade Commission. We ask that you submit any such complaints directly to us via email@example.com.
If we are involved in a reorganization, merger, acquisition, or sale of our assets, Your Information may be transferred as part of that deal. We will notify you (for example, via a message to the email address associated with your account) of any such deal and outline your choices in that event.
Your Right to Control and Access Your Information
Please note that if your account was created by or on behalf of your employer or organization, some or all of Your Information may in fact be the property of that employer or organization, and you understand and consent to the fact that while Dealytics users generally have the following rights, certain of those rights may not be exercisable by the individual user without the consent of their employer or organization. In those cases, “you” and “your” as used in this section may refer not to the individual but to the employer or organization that has purchased the Services, and individuals should consult their employers or organizations policies regarding their individual right to control and access Your Information.
You have control over Your Information and how it is collected, used, and shared. For example, you have a right:
- request that we correct any errors, outdated information, or omissions in user information that you have supplied to us
- request that your user information not be used to contact you
- request that your user information be deleted from our records
To exercise any of these rights, please contact us by email at firstname.lastname@example.org. We will respond to your request to change, correct, or delete your information within a reasonable timeframe and notify you of the action we have taken.
Have questions or concerns about Dealytics, our Services, and privacy? Contact us at email@example.com.