Privacy Policy

PlanPro Privacy Policy



PlanPro Solutions LLC (“AdvizorPro”) understands that you care about how information about you is used. This Privacy Policy (the “Policy”) explains how we collect information pertaining to businesses and business people (“Business Information”) and all other types of information, including personal information, through our online services (the “Services”), website, and mobile applications (collectively with the Services, the “Site”); how we maintain, use, and share that information; and how you can manage the way information about you is handled.


“AdvizorPro” for purposes of this Privacy Policy includes PlanPro Solutions LLC, a Georgia limited liability company, and its affiliates.


For information specific to residents of states with privacy laws, click here to find out more about your privacy rights under applicable state law(s).



I. Introduction

This brief summary of certain information in this Policy is intended to help you quickly understand what AdvizorPro is, how you can opt out of our database, and the potential outcomes of remaining in our database.


AdvizorPro collects business contact and similar information related to individuals when they are working in their professional or employment capacity and uses this information to create professional profiles of individuals and profiles of businesses. We provide this information to our customers, who are businesses trying to reach business professionals for their own business-to-business sales, marketing, and recruiting activities.


You can opt out of our database by emailing privacy@advizorpro.com.


By remaining in our database, you may be contacted by our customers when they are conducting their business-to-business sales, marketing, and recruiting activities. Communications you receive from our customers may be relevant to your profession or employment role, but we cannot guarantee that you will find such communications to be relevant or of interest to you.



II. How We Collect Information

AdvizorPro collects data about people and companies through multiple channels, including the web, information provided by our users and customers, information licensed from other companies, and research from our in-house research team. 

A. Where does AdvizorPro get the Business Information for its Professional and Business Profiles?

AdvizorPro creates profiles of companies (“Business Profiles”) and individuals in their professional capacity (“Professional Profiles”). Once we have collected Business Information about a person or company, we may combine multiple data points regarding a single person or company into a Professional or Business Profile. The resulting directory of Professional and Business Profiles (the “Directory”) is then made available to the users of the Site, our customers, and our partners. Business Information that may be provided in a Professional Profile includes name, email address (including business and/or other email addresses, such as “freemails” like Gmail, Yahoo, Hotmail, etc.), job title and department, phone number (general or direct business numbers, faxes, and/or mobile numbers), company name, postal address of company and business-related postal address of the person, employment history, and education history. Professional Profiles may also include links to articles by, about, or quoting an individual, and links to an individual’s social media profiles.


AdvizorPro obtains the data for its Professional and Business Profiles in several ways, including:


  • Our search technology scans the web and gathers publicly available information.

  • We license information from other companies.

  • Our users and customers contribute information about themselves or other people and companies.

  • Through market research surveys, phone interviews, and other research conducted by our in-house research team.


How does AdvizorPro handle customer information?

Customer Information Collected. AdvizorPro may collect the following information from or regarding its customers: (1) personal contact information regarding users of the Services (“User Information”); (2) information uploaded or otherwise provided to our system by a user of the Services (“Uploaded Information”); (3) usage logs regarding the use of the Site and Services, including logins and other actions taken, time stamps, IP address, device or other ID, and other usage data (“Usage Logs”); and (4) any other information from or relating to users of our Services (“Related Information”) (collectively, “Customer Information”).


Certain users may be provided access to the Services through a company’s license agreement. Such company may require that one or more administrators have global rights to access any and all information of every user who accesses the Services through that company’s AdvizorPro account. Questions or concerns regarding the rights of other individuals in your company to access your information should be addressed to your company.


Use of Customer Information. Customer Information may be used for AdvizorPro’s legitimate business interests in connection with a customer or its users’ use of the Site, including to respond to user inquiries and fulfill user requests, complete transactions, provide customer service, send administrative information, and to personalize user experience with the Site. We may use Customer Information to better our understanding of our users in general and to test, develop, improve, and enhance our Services and Site. We may use Customer Information to contact customers or their users in the future about services, promotions, opportunities, and other general information about AdvizorPro. We may use Customer Information to investigate and prosecute potential breaches of AdvizorPro’s security or license agreements.


AdvizorPro will not disclose Customer Information to any third party except in connection with a legitimate use as set forth in this Policy, in connection with a bona fide legal dispute to which such information is relevant, in response to valid, compulsory legal process, in response to a valid data subject request where required by applicable law, or as otherwise required by law. AdvizorPro will, whenever possible, obtain confidentiality agreements from any service provider to whom Customer Information is disclosed and ensure any recipient service providers are committed to employing appropriate technological security measures.


AdvizorPro employs reasonable security and back-up procedures to protect Customer Information. However, in the unlikely event there is a loss or corruption of Customer Information, AdvizorPro is not responsible or liable for such loss or corruption. We encourage our users to retain copies of all Uploaded Information on their own system.


How else does AdvizorPro Collect Information?

Information submitted or otherwise collected through our Site. Visitors to our Site may choose to submit their name, email address, phone number, and/or other information so that they can learn more about our Services, register to take part in a AdvizorPro-sponsored event, participate in a survey, contest, or sweepstakes, or apply to AdvizorPro’s open job positions, among other things. By accessing, using, and/or submitting information through the Site, including by filling out forms on our website, regardless of whether the form is ultimately submitted, a user of the Site consents to the practices described in this Policy with regard to the information collected about them. If you do not agree with this Policy, you should not submit any information through our Site and you must delete all cookies from your browser cache after visiting the Site and refrain from visiting or using the Site.


Managing Professional Profiles. AdvizorPro allows any person to claim their Professional Profile and to update the information listed about them in their Professional Profile. We use the information submitted to update a Professional Profile solely for purposes of verifying the submitter’s identity, updating their Professional Profile information, and honoring their privacy preferences. 


Use of our Services. In order to use certain AdvizorPro Services, users may be required to register. From time to time, we may send information about our products and services to a user’s email address. Recipients are provided with an opportunity to opt out of receiving such emails. We may also communicate with users regarding their use of our Services or Site, including changes to this Policy. 


Providing information to our customers. We receive information about our customers’ end-users from or on behalf of our customers. Because of the nature of our Services, this information may contain any type of data, but typically includes name, contact information, and company information, such as company name. Any information provided through a website, application, or service on which a customer uses our Services is subject to the customer’s privacy policy and applicable terms. When we provide our Services to a customer, we generally act as a “data processor,” and the customer is considered to be the “data controller,” as further described in the “When AdvizorPro is a Controller” and “When AdvizorPro is a Processor” sections below.


Purchasing our products and Services. Purchasers of our online subscription-based Services may need to provide credit card or other payment information. We will use that information solely for the purpose of fulfilling the purchase request. We will store credit card or other payment information in an encrypted form and will not sell, share, or use it again without prior consent.



Using AdvizorPro Integrations. As part of the Services, AdvizorPro may make available to its customers certain “Integrations.” In using AdvizorPro’s Integrations, such as AdvizorPro’s Salesforce or Hubspot integrations, Business Information from a customer’s CRM may be transmitted to AdvizorPro for purposes of matching or cleansing the customer’s data against AdvizorPro’s database as a feature of the Services. In that event, AdvizorPro may retain and store such Business Information for purposes of identifying potential contacts to supplement the Services, verifying the accuracy of such Business Information, removing out-of-date Business Information from the Services, or otherwise improving AdvizorPro’s research processes and the content provided through the Services. Information so received may be difficult to attribute to one specific source, and we will not disclose the source of particular data, if available, except as required by law or with the customer’s consent. Customers who wish to opt out of AdvizorPro’s use of such information may do so by visiting the ‘Data Sharing’ settings page within the AdvizorPro Admin Portal and adjusting the appropriate controls.


From our affiliates. AdvizorPro may obtain personal information from our affiliates, such as our current and future parents, subsidiaries, or other companies under common control and ownership with AdvizorPro. We may use this information to enhance the information that we already maintain and to improve the accuracy of our records, in addition to other purposes described in this Policy.


From third parties. AdvizorPro may obtain personal information from third-party sources such as our service providers and partners. We may use this information to enhance the information that we already maintain and to improve the accuracy of our records, in addition to other purposes described in this Policy.


Creation of aggregated information. AdvizorPro may aggregate collected information about our users in a form that does not allow users to be personally identified for the purpose of understanding our customer base and enhancing the Site and the Services that we and our partners and customers can provide you.


Creation of information from inferences. We may use personal information we already have in order to draw inferences or to produce scores or ratings. We use scoring models and algorithms that evaluate selected data points to produce a score predicting the likeliness of an employment prospect to respond to a recruiter’s outreach efforts. We do not make any decisions about individuals, and we do not tell our customers whether or not to reach out to a particular prospect.


Automated information collection. We also collect information using cookies and similar technologies, as described below under the “Cookies and Similar Technologies” section.




III. How We Use Information

Details about how we use information are provided throughout this Policy, but in this section we compile a list of specific uses. Please see below to learn more about how AdvizorPro may use the information it collects.


In addition to the uses described in the above section, we may also use Business Information and/or personal information for one or more of the following purposes:


  • Provide, maintain, and improve the Site

  • Verify, cleanse, update, and maintain Business Information and other information provided through the Site or through the other methods described in this Policy

  • Provide and deliver the Services, process transactions, and send related information, including communications and invoices

  • Send technical notices, updates, security alerts, and support and administrative messages

  • Respond to comments, questions, and requests, and provide customer support

  • Create AdvizorPro account(s) and identify users signing in to their accounts

  • Communicate about products, services, offers, promotions, rewards, and events offered by AdvizorPro and others, and provide news and information

  • Monitor and analyze trends, usage, and activities in connection with the Site

  • Detect, investigate, and prevent fraud and other illegal activities

  • Protect the rights and property of AdvizorPro, our customers, and others

  • Personalize and improve the Site and Services, including by training LLMs or other Artificial Intelligence models

  • Provide notice of important changes to the Site, including changes or updates to this Privacy Policy

  • Facilitate contests, sweepstakes, and promotions, process entries, and deliver rewards

  • Consider persons for possible employment with AdvizorPro, and communicate about employment opportunities or submitted employment applications

  • Respond to requests from individuals to access, correct, or delete their information, or requests to exercise other rights related to their information under applicable law

  • Create aggregated statistical data, inferred non-personal data, or anonymized or pseudonymized data (rendered non-personal and non-identifiable), which we or our business partners or customers may use to provide and improve our respective services

  • Comply with our contractual and legal obligations, resolve disputes with users, and enforce our agreements

  • Carry out any other purpose described at the time the information was collected




IV. How We Share Information

We share information with our customers, partners, certain third parties, and as required by law. 


Disclosures of Business Profiles

We may make any Business Information that our users contribute for inclusion in our Directory, that we collect from public web sources, that we collect through market research surveys and phone interviews conducted by our in-house research team, that we license from third parties, or that we otherwise collect as described in this Policy available to users of the Site, to our partners, and to our customers. Information provided, including Business Information, in creating or updating a Professional Profile, will be included in the Directory and thus can be viewed by third parties.


Disclosures to Service Providers

AdvizorPro may from time to time disclose Business Information or other collected information to service providers, solely for providing functions related to our operation of the Site and provision of the Services and for no other purpose. For example:


  • AdvizorPro uses service providers to process credit card payments on our Site. Information such as name, billing address, phone number, email address, and credit card information will be submitted to service providers for verification and to manage any recurring payments.

  • AdvizorPro uses software hosted by a service provider to provide us with information regarding our visitors’ activities on our Site. When individuals visit our Site, that service provider may set cookies on our behalf and may receive information about such individuals’ browsing activity on our Site.




V. Cookies and Similar Technologies

Most websites, including our Site, use a feature of browsers to set a small text file called a “cookie” on a computer. The site placing the cookie on a computer can then recognize the computer when the user of the computer revisits the site to allow auto login and track how the user is using the site.


When individuals visit our Site, our servers and/or those of our service providers automatically record certain information that the web browser sends, such as web request, Internet Protocol address, browser type, referring/exit pages and URLs, page loads and clicks, domain names, landing pages, pages viewed, time and date of use, and other information. We may link this information to information that individuals submit while on our Site, which does allow such individuals to be personally identified.


Individuals are free to decline cookies and can configure their browser to accept all cookies, reject all cookies, erase cookies, or notify the user when a cookie is set. Electing to reject or disable cookies may substantially limit an individual’s ability to use our Site.


AdvizorPro may also adopt other technologies that serve similar functions as cookies.


A. Third Party Cookies

The use of cookies and similar technologies by our partners, affiliates, tracking utility company, and service providers is not covered by this Policy. We do not have access to or control over these cookies. Our partners, affiliates, tracking utility company, and service providers may use session ID cookies in order to:


  • personalize visitors’ experience

  • analyze which pages our visitors visit

  • provide website features such as social sharing widgets

  • measure advertising effectiveness

  • track which areas of our site individuals visit in order to remarket to them


To disable or reject third-party cookies generally, please refer to the third-party’s relevant website or configure your browser settings appropriately. Individuals can also reject third-party analytics cookies by clicking the “Close” button on the cookie banner when visiting our Site.


B. Google Analytics

We use Google Analytics, a web analytics service provided by Google, Inc., on our Site. Google Analytics uses cookies or other tracking technologies to help us analyze how users interact with and use the Site, compile reports on the Site’s activity, and provide other services related to Site activity and usage. The technologies used by Google may collect information such as IP address, time of visit, whether a visitor is a return visitor, and any referring website. The information generated by Google Analytics will be transmitted to and stored by Google and will be subject to Google’s privacy policies. To learn more about Google’s partner services and to learn how to opt out of tracking of analytics by Google click here.




VI. Your Choices

You have choices about how AdvizorPro uses your information. Individuals can email privacy@advizorpro.com to submit requests to access, update, or delete the information we may hold about them. Businesses can use the Privacy Center to claim and update their company information. 


A. How to Change or Delete Professional Information

Individuals can claim their Professional Profiles and update profile information, submit an access request, or opt out of our database.


Update Professional AdvizorPro Profile. Individuals can keep their AdvizorPro Professional Profile up to date for recruiters and others who may want to reach them by verifying their Professional Profile and updating information such as work history, education history, and contact information. Please submit a request using the contact information listed in the “Contact Us” section below to view, verify, and update your Professional Profile.


Request Access to Information AdvizorPro has Collected. Individuals who want to access the information that AdvizorPro has collected about them can submit a request using the contact information listed in the “Contact Us” section below. Once we have verified an individual’s identity, we will send a report with the information we have collected about them.


Remove AdvizorPro Profile Completely. If you wish to remove your existing Professional Profile from the Directory, please submit a request using the contact information listed in the “Contact Us” section below. If you make this choice, your Professional Profile and the information within it will be removed from our search results.



B. How to Opt Out of Certain Uses of Information

AdvizorPro gives individuals the opportunity to “opt out” of having their information used for certain purposes.


Individuals who no longer wish to receive our newsletter and promotional communications may opt out of receiving them by following the instructions included in each newsletter or communication or by visiting /unsubscribe. After we receive a request, we will send the requestor an email message to confirm that the individual has been unsubscribed.



VII. How Do We Keep Information Secure?

Information security is important to us. We follow generally accepted industry standards and use a variety of measures to protect the information submitted to us, both during transmission and once we receive it. However, no method of Internet transmission or electronic storage is 100% secure. Therefore, while we strive to use commercially acceptable means to protect information, we cannot guarantee its absolute security.


VIII. Data Retention

We will retain personal information for a period of time consistent with the original purpose(s) for which we collected it, as described in this Privacy Policy, including, as applicable, (i) for as long as we have an ongoing relationship with the individual to whom the information pertains; (ii) as long as needed to provide users, our customers, or our partners the Services; (iii) as necessary to comply with our legal obligation(s); (iv) as necessary to resolve disputes or to protect ourselves from potential future disputes; or (v) as necessary to enforce our agreements. Retention periods will be determined taking into account the amount, nature, and sensitivity of the personal information and the purpose(s) for which it was collected. After the retention period ends, we will delete the personal information. Where we are unable to do so, we will ensure that appropriate measures are put in place to prevent any further use of such information.



IX. Links to Other Sites

This Site contains links to other sites that are not owned or controlled by AdvizorPro. We are not responsible for the privacy practices of such other sites. When individuals leave our Site, we encourage them to be aware of and to read the privacy statements of each and every website that collects personally identifiable information. This Policy applies only to information collected by this Site or in the method(s) otherwise discussed herein.



X. Information for Individuals Outside the U.S.

Individuals who use our Site from outside of the United States should understand that we may collect, process, and store their personal information in the United States and other countries in which we or our affiliates or subcontractors maintain facilities. The laws in the U.S. regarding personal information may be different from the laws of the Site visitor’s state or country, and disclosure of personal information may be required in response to lawful requests by the courts, law enforcement, and national security authorities in the U.S. or other jurisdictions where the information is held. AdvizorPro complies with applicable international privacy laws and with the EU-US and Swiss-US Data Privacy Frameworks, including the UK Extension. Individuals outside the US with concerns or questions about our privacy practices not addressed in this Policy may reach us using the information in the “Contact Us” section below.



XI. California Privacy Rights

California law permits California residents to request certain information regarding the disclosure of their personal information by us to third parties for the third parties’ direct marketing purposes. To make such a request, please send the request, by mail or email, to the address at the end of this Policy under the “Contact Us” section.


XIII. Children’s Privacy

Our Site is not directed to or intended for individuals under the age of 16. We do not knowingly collect or use any personal information from users of our Site who are under the age of 16. No personal information should be submitted to our Site by individuals who are under 16 years of age. If we learn that we have collected information from someone who is under 16, we will take steps to delete the personal information as soon as possible. Individuals who believe we may have collected personal information from someone under 16 should contact us at privacy@AdvizorPro.com.


XIV. Changes to this Policy

AdvizorPro reserves the right to modify this Policy from time to time, so please review it regularly. If we make material changes to this Policy, we will notify individuals here, by email, and/or by means of a notice on our homepage prior to the changes becoming effective. Continued use of the Site after any updates to this Privacy Policy constitutes acceptance of the updated Privacy Policy.


XV. Contact Us

For questions or concerns regarding this Privacy Policy or our privacy practices, please contact us at:


PlanPro Solutions LLC

Attn: Privacy

1375 Peachtree St. NE, Suite 315N

Atlanta, GA 30309

404.913.2554

Email: privacy@advizorpro.com




Policy updated: July 25, 2024