AdvisorShelf / Privacy
Privacy
Privacy
What this site collects and why. Effective October 16, 2026.
Who we are
AdvisorShelf is a website about software for US financial advisors. For anything about your information, email privacy@advisorshelf.com.
What we collect and why
- Visits. Google Analytics sets cookies and records the pages you view, roughly where you are, and your device and browser, so we can count visits and see which pages are useful. Google can collect information about your activity on this site and on other sites over time. How Google uses information from sites that use its services.
- Email you send us. Your message and address, to deal with it.
- Hosting. Our web host handles your IP address to deliver pages and block abuse.
Who we share it with
Our analytics provider and our web host, for the purposes above. We keep information no longer than needed for the purpose.
Your choices
You can block analytics cookies in your browser settings, or install Google's opt-out add-on. This site doesn't change what it does when a browser sends a Do Not Track signal. To ask what we hold about you, or to have it deleted, email privacy@advisorshelf.com.
Changes
If this notice changes, the new version goes on this page with its effective date.