Privacy Policy

Effective Date: June 23, 2015

ADAVICO is committed to protecting the privacy of visitors to our website,, together with the other websites that we operate (collectively, the "ADAVICO Websites"), and our customers who use the endowment administration tools and applications offered on the ADAVICO Websites (together with the ADAVICO Websites, the "Service").

This Privacy Policy ("Policy") describes ADAVICO's privacy practices in relation to your use of the Service. By accepting this Policy in registration, or by visiting or using the Service, you expressly consent to our collection, use, and disclosure of your personal information in accordance with this Policy.

ADAVICO's Service may contain links to third-party websites, applications, or services that ADAVICO does not own or control. If you click on a link to a third-party site, you will leave the ADAVICO Websites and will enter into a license agreement with that third party for the use of their product or service and their use of your data and information. If you submit personal information to those third-party sites, the information practices and content of such sites is governed by their privacy policies.

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Information You Provide Us

ADAVICO collects different kinds of information. Some is personally identifiable, which means information that identifies, or could be used by or on behalf of ADAVICO to identify, an individual. And some is aggregated or non-identified ("Usage Data"), which helps us to understand usage trends, consider new features, or otherwise enhance the Service.

The types of information we receive or collect include:

Subscriber information

When you register for the Service, we receive personal information such as your name, address, phone number, and e-mail address, as well as certain related information like your organization name and website. We also receive personal information of users you authorize to utilize the Service ("Authorized Users"), such as name, phone number, and e-mail address.

Billing information

When you register for the Service, we may receive your billing name, address, ACH, or credit card information. If you sign-up for a free trial account, you are not required to enter your credit card information unless and until you decide to continue with a paid subscription to the Service. A third-party intermediary is used to manage credit card processing. This intermediary is not permitted to store, retain, or use your billing information for any purpose except for credit card processing on ADAVICO's behalf.

Log data

We collect certain information automatically and store it in log files, including internet protocol address, browser, operating system, and date/time stamp. We use this information to analyze usage trends, administer and maintain the Service, or track activity within the Service.

Usage data

We collect information about how you interact with the Service including the date and number of times you log in.

Device information

We may collect information about the device you're using the Service on, including what type of device it is, what operating system you're using, and device settings.

Geo-location information

We may determine your approximate location using IP addresses received from your browser or device.


ADAVICO uses encrypted session cookies to remember your data selections from page to page within the Service. These session-based cookies last only while your browser is open and are automatically deleted when you close your browser or log-out of the Service. ADAVICO does not use persistent cookies. Subscribers can manage the use of cookies at the individual browser level. If you reject cookies, you may still use the Service, but your ability to use some features may be limited. ADAVICO does not currently recognize or respond to browser-initiated Do Not Track signals.

How We Use Your Information

ADAVICO uses your information for the following:

Providing the Service

We use information you provide to identify and authenticate you in order to deliver the Service.

Billing and collection

When subscribing to the Service, ADAVICO may require you to provide billing information such as billing name, address, ACH, or credit card information, along with the number of employees within your organization that will use the Service.

Contact and communication about, and use of, the Service

We use your information to respond to problems, questions, or concerns.

Improving content and functionality of the Service

We use your information to analyze usage trends to consider new features or otherwise enhance the Service.

Any other purpose with your consent

Sharing Your Information

ADAVICO does not give, sell, rent, or loan personal information to third parties. However, there are times when ADAVICO may share your personal information in the normal course of business, including:

With your consent

When we have your consent, or to fulfill the purpose for which you provide it, or for any other purpose disclosed by us when you provide personal information.

With service providers

We may share personal information with contracted service providers such as hosting providers and payment processors, or consultants such as counsel and accountants, that provide services on ADAVICO's behalf under contractual promises of confidentiality.

With your organization

We may share personal information, such as Authorized User names and email addresses, to help your organization understand who is associated with the Service. Or, there may be times when you contact ADAVICO to resolve an issue and we may need to share the concern with your organization.

In the event of a merger or sale

If we engage in a business transaction such as a merger, acquisition, bankruptcy, dissolution, reorganization, or similar transaction or proceeding, we may share your personal information. In such instance, your information will continue to be used consistently with this Privacy Policy.

To comply with legal process or to protect ADAVICO and our Subscribers

We may disclose your information to respond to subpoenas, court orders, or legal process, or to establish or exercise our legal rights, or to defend against legal claims. We may also disclose such information if we believe it is necessary in order to investigate, prevent, or take action regarding illegal activities, suspected fraud, situations involving potential threats to the physical safety of any person, violations of our Terms of Service, or as otherwise required by law.

If aggregated or non-identified

This Policy is not intended to prohibit the disclosure and use of Usage Data, which we may share with third parties, including our Subscribers and service providers, for various purposes including to understand usage trends, consider new features, or otherwise enhance the Service. We do not share Usage Data with third parties in a way that would enable them to personally identify you.

Your Use of Other Persons' Information

The Service may allow you to give Authorized Users, such as your staff members, access to the personal information of other persons. For example, a Subscriber may give Authorized Users access to the personal information of their customers ("Customers"). With respect to the personal information of your Customers that you collect, use, and disclose on the Service, you agree that you have all necessary consents and rights to collect, use, and disclose that information as described in this Policy.

Testimonials, Comments, and Public Forums

We may identify your organization as a customer of ADAVICO by using your organization's name and location on the ADAVICO Websites and printed materials. However, we will not identify individual Authorized Users by name without your consent.

With your consent, we may post your testimonials on the ADAVICO Websites and printed materials that may contain personal information, including Subscriber name, address, phone number, and e-mail address, as well as certain related information like your organization name and website. If you wish to update or delete your testimonial, contact us at

ADAVICO may provide public forums on, or accessed through, the ADAVICO Websites. Any personal information or comments you submit may be read, collected, or used by others who visit these forums. ADAVICO is not responsible for the personal information you choose to submit.

Data Hosting and Transfer

ADAVICO primarily hosts and processes data, including personal information, in the United States but may transfer and access such information to and from other countries in which the company operates to manage the Service. When accessing or using the Service, or otherwise providing information to us, you are consenting to the processing and transferring of information in and to the United States and other countries, which may have different privacy laws than your country of residence.

Correcting and Updating Your Personal Information

You may review, delete, or update personal information provided to ADAVICO by logging into the Service or by contacting us at To discontinue your account and to have information and data maintained in the Service returned to you in accordance with the Terms of Service, email Requests to access, change, or delete your information will be handled within 30 days.

Subscriber Data

While using the Service, you may electronically submit data or personal information of Customers for hosting and processing purposes (your "Data"). ADAVICO will not review, share, distribute, or reference your Data except as provided in the ADAVICO Terms of Service, or as may be required by law. ADAVICO may access and use Data only for the purpose of providing the Service or preventing or addressing technical problems.

Data Security

ADAVICO is committed to protecting the confidentiality and security of personal information provided to us from loss, misuse, and unauthorized access or disclosure. We employ technological, physical, and administrative security safeguards to protect personal information submitted to us both during transmission and once received. We encrypt the transmission of confidential information, such as login credentials or billing information, using secure socket layer technology (SSL). Once ADAVICO receives your transmission, we make commercially reasonable efforts to ensure its security. However, no electronic transmission, email, or digital storage mechanism is ever fully secure or error free. To learn more about current practices and policies regarding security and confidentiality, please see our Terms of Service and Security Policy.

Data Retention

ADAVICO will retain information we process on behalf of Subscribers or receive directly from Subscribers for as long as your account is active or as needed to provide the Service. We may further retain and use this information as necessary to comply with our legal obligations, resolve disputes, maintain accurate accounting, financial and other operational records, and enforce our agreements.

Privacy Policy Changes

ADAVICO may update this Policy to reflect changes in our information practices. Your continued use of the Service constitutes your agreement to the revised Policy. See the prior version of our Privacy Policy.


If you have questions about ADAVICO's Privacy Policy or practices, please contact us at: