Introduction

This is the cookie policy for www.planwithvoyant.com ("Site"). We are committed to protecting and respecting your privacy.

Our Site is operated by Voyant, Inc. and its affiliates ("Voyant", "we", "our" or the "Company"). The Site allows financial advisers and clients work together to plan their financial investments ("Service").

By visiting out Site and/or using our Services you acknowledge you have read, understood, and agreed to this Cookie Policy and our Terms of Use. For more information about how we collect, use, and disclose your information, please visit our Privacy Policy. For details on how we protect your information, visit our Security Policy. Our Security Policy, Cookies Policy, and Privacy Policy are incorporated into and form part of our Terms of Use.

We may amend or update this Cookie Policy from time to time, by changing the Cookie Policy on the Site and/or by notifying you when you return to the Site, or by email. Any amendments will take effect 7 days after they are published. We encourage you to periodically review this page for the latest information on our privacy practices.

Cookies & local storage

When you access or use the Site or Service, we may use industry-standard technologies such as "cookies" or similar technologies, which store certain information on your computer ("Local Storage") and which will allow us to enable automatic activation of certain features, and make your Service experience more convenient and customized. The cookies used by the Service are created per session and do not include any information about you, other than your session key (usually removed as your session ends but sometimes can be kept in your device for no more than 6 months) and the ability to login again quickly. Most browsers will allow you to erase cookies from your computer's hard drive, block acceptance of cookies, or receive a warning before a cookie is stored. However, if you block or erase cookies your online experience with the Service may be limited.

We use cookies and other technologies on the basis that they are necessary for the performance of a contract with you, or because using them is in our legitimate interests (where we have considered that these are not overridden by your rights).

We use the following types of cookies:
‍Strictly necessary cookies.
These are cookies that are required for the operation of our Site and under our terms with you. They include, for example, cookies that enable you to log into secure areas of our Site.
‍Analytical/performance cookies.
These allow us to recognize and count the number of visitors and to see how visitors move around our Site when they are using it. This helps us for our legitimate interests of improving the way our website works, for example, by ensuring that users are finding what they are looking for easily.
‍Functionality cookies.
‍These are used to recognize you when you return to our Site. This enables us, subject to your choices and preferences, to personalize our content, greet you by name and remember your preferences (for example, your choice of language or region).

Where you have not set your permissions, we may also separately prompt you regarding our use of cookies on the Site.

Except for essential cookies, all cookies used on our site will expire after one week.

You can find more information about the individual cookies we use and the purposes for which we use them below.

Questions and contact information