Privacy policy

PortfolioAid is committed to respecting the privacy of your personal information and to the way we conduct our business in compliance with laws on privacy and data protection in the countries in which we operate. By using our website or conducting general business with PortfolioAid you consent and agree to the collection, use and disclosure of personal contact information and to the privacy practices set out in this policy. PortfolioAid expressly reserves the right to change this privacy policy at any time. Please check here regularly to see the latest version of this policy.

We hope that this Privacy Policy will help you understand what personal information is collected by PortfolioAid, how it is used and to whom it may be shared.

How do we collect personal information?

PortfolioAid may collect personal contact information (“Personal Contact Information”) when you register with PortfolioAid for a PortfolioAid account as a customer, potential customer or guest user, when you use certain PortfolioAid products or services, when you register to attend a seminar or participate in an online forum or survey, when you ask to be included in an email or other mailing list, or when you submit your personal contact information to PortfolioAid for any other reason. From time to time, PortfolioAid receives Personal Contact Information from business partners and vendors or contact information from vendors of lists or other third parties.

PortfolioAid may supplement the Personal Contact Information that you provide to us via the web-site or we receive from third parties with public information available on the internet from your employer’s web-site, from business networking web-sites like LinkedIn and from information gathered by communicating with you by telephone, email or in person.

When you access our web-site we may track your IP address. We may also associate information with your IP address including geographical, corporate, network information and the identity of individuals who have accessed our web-site from the same or similar IP addresses in the past provided they have provided this information to us as outlined above. PortfolioAid may also store information on how you found our web-site. Portfolio Aid may gather certain information about you based upon the pages that you access in our web-site. This information may include the URL of the web-site that you just came from, which URL you next go to and what browser you are using (“IP Information”).

What personal information do we collect from individuals?

PortfolioAid uses a CRM software application internally to store Personal Contact Information about web-site users. Generally, Personal Contact Information is business contact information like your name, title, business address, business email, and business telephone number. PortfolioAid may also collect publically available information like biographical information from your employer’s web-site or information from your profile on business networking sites like LinkedIn. PortfolioAid may use features of its CRM application to maintain information about your professional relationships such as your employer or relationships to other organizations that you may have such as participation in industry groups. If you have a publically available photograph or you provide us with a photograph PortfolioAid may store a photograph with your Personal Contact Information. PortfolioAid may also store additional personal information like interests with your Personal Contact Information.

PortfolioAid may collect IP information related to your use of our web-site including how you found the web-site, what pages you view and how long you spend on the web-site.

How do we use your Personal Contact Information?

The primary use of your Personal Contact Information and IP Information is to maintain strong business relationships and client service with our customers, partners and potential customers and partners. For customers and partners, PortfolioAid uses Personal Contact Information and IP Information to maintain its relationships with the individuals necessary to meet its contractual obligations to its customers and partners and ensure that it provides them with a world class customer experience.

PortfolioAid may use individual and aggregated non-identifiable personal information to provide better customer service and improve its marketing. PortfolioAid may use Analytics software (e.g. Google Analytics) to get insight into its web traffic and marketing effectiveness.

With whom do we share your Personal Contact Information?

Your Personal Contact Information is never shared outside PortfolioAid without your permission, except under conditions explained below.

PortfolioAid may send your Personal Contact Information to other companies or people under any of the following circumstances: when we have your consent to share the information; we need to share your information to provide the product or service you have requested; we need to send the information to companies who work on behalf of PortfolioAid to provide a product or service to you (we will only provide those companies the information they need to deliver the service); or we want to keep you up to date on the latest product announcements, software updates, special offers or other information we think you’d like to hear about either from us or from our business partners (unless you have opted out of these types of communications). We will also disclose your Personal Contact Information if required to do so by law, to enforce other contractual agreements, or in urgent circumstances, to protect personal safety, the public or our websites.

How do I update, change or delete my personal information or contact you with concerns?

For questions or concerns regarding your personal information and our web-site privacy policy, or to update, correct or delete your personal information, please contact:

Attention: Chief Privacy Officer
Portfolio Aid Inc.
2 St. Clair Avenue West
Suite 610
Toronto, Ontario
Canada M4V 1L5

Or by email:

Note that we may retain changed or deleted information for archival, contractual or regulatory purposes.