AssetMark: Ensuring Privacy and Security in Wealth Management Solutions

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AssetMark: Ensuring Privacy and Security in Wealth Management Solutions

Understanding AssetMark's Commitment to Privacy

AssetMark, a premier provider of comprehensive wealth management and technology solutions for financial advisors, prioritizes the privacy and security of personal information. By visiting AssetMark's websites, such as assetmark.com and ewealthmanager.com, users can familiarize themselves with the company's online privacy policy. This policy outlines the principles guiding the collection, use, and sharing of personal data when interacting with AssetMark online.

Information Collection Online

When individuals visit AssetMark's websites, various data points are collected, including domain and browser details, IP addresses, device identifiers, browsing history, and page interactions. These details provide insights into user behavior and help enhance the online experience. Furthermore, logging into an account gathers additional information like names, emails, and encrypted authentication details to secure user access.

Cookie Usage for Enhanced Website Functionality

AssetMark utilizes both first-party and third-party cookies to improve website functionality and personalize user experiences. First-party cookies are essential for site navigation, while third-party cookies support marketing and advertising efforts. Users can control their cookie preferences, choosing which categories to accept based on personal preferences.

Disclosure and Opt-Out Options

AssetMark discloses user information to analytics providers, marketing partners, and service providers based on user consent. Users can opt-out of interest-based advertising and customize their privacy settings. Additionally, the company provides users with the option to correct any inaccuracies in their online information, ensuring data integrity.

Additional Privacy Considerations

AssetMark acknowledges the importance of privacy regulations, especially for residents of California and Nevada. Specific policies cater to these regions, offering enhanced data protection measures. Users can find detailed information on how their data is managed and may contact AssetMark for further inquiries or concerns.

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