FundCount will not sell, reveal or share your sensitive information with a third party.
As a financial services company, we believe client privacy and data security are essential to our business. Sensitive information you give us is handled with care:
Personal Information. We will not sell, reveal or share your or your clients' personal information to third parties, unless we have your explicit consent or are required to do so by law.
Fund, Family, Managed Accounts data. If we ask you to send your or your clients' accounting data for customer support purposes, we will not sell, reveal or share this data to third parties. There is an option in the software to remove sensitive personal data (partners' names, SSNs, address info, etc.) from the data file before sending to us.