Privacy policy

Last updated October 21, 2026. This is a starter policy; have it reviewed before relying on it.

What we collect

This site does not require an account. If you subscribe to our newsletter, your email address is collected and stored by our newsletter provider, beehiiv, under its own privacy policy. If you email us, we receive your email address and message.

Demo requests

If you use a “Get a demo” form, we collect your name, firm, work email, assets-under-management range, number of advisors and what you tell us you need. The form is delivered to our inbox through FormSubmit, a form-forwarding service, under its own privacy policy. With your consent (the checkbox on the form), we share that request with the one vendor you asked about so they can contact you. That vendor may pay us for the introduction. We don't share your request with any other company, and you can ask us to delete it at any time.

Analytics and cookies

We may use privacy-respecting analytics and our hosting provider may log basic request data (such as IP address and browser type) for security and performance. Affiliate partners may set cookies when you click an affiliate link, under their own policies.

How we use information

To send the newsletter you asked for, pass demo requests to the vendor you chose, reply to messages and improve the site. Apart from sharing a demo request with the vendor you picked (which may be paid), we do not sell or rent your personal information.

Your choices

You can unsubscribe from the newsletter at any time using the link in every email. To ask about your data, email bestaiforadvisors@gmail.com.