Privacy Policy

Effective Date: February 20, 2025

Portfolio 360 (“we,” “our,” “us”) is a product of AvantiPoint, LLC, located at:

AvantiPoint, LLC 30 N Gould St Ste 22434 Sheridan, WY 82801

This Privacy Policy explains how we collect, use, and safeguard information when you use our services, including our website https://portfolio360.net, all related sub-domains (such as demo sites or APIs), and tenant-specific domains hosted on our platform (collectively, the “Services”).

1. Scope

This Privacy Policy applies to:

  • Our primary website (portfolio360.net)
  • Sub-domains operated by Portfolio 360 (e.g., demo websites, application endpoints, APIs such as Meetings)
  • Tenant-specific domains powered by our SaaS platform
  • Related services, integrations, and APIs

2. Information We Collect

We may collect the following categories of information:

  • Account & Tenant Information: Name, email address, company details, tenant domain configuration, and user profile information.
  • Usage Information: Log files, IP address, browser type, device type, operating system, referral sources, pages visited, and interaction patterns.
  • Integration Data: Authentication tokens and account identifiers when you choose to connect 3rd party services (e.g., Microsoft, Google, Zoom, or others). These tokens are used solely to enable integration features and are not sold or misused.
  • Payment Information: Payments are processed by Stripe. We do not collect or store payment card information on our systems.
  • Cookies & Tracking: Cookies, pixels, and similar technologies to improve functionality, security, analytics, and marketing.

3. How We Use Information

We use collected information to:

  • Operate, maintain, and improve our Services
  • Provide access to tenant accounts and custom domains
  • Facilitate integrations with 3rd party providers (e.g., calendar syncing, video meetings, communications)
  • Respond to inquiries, support requests, and service notifications
  • Improve website performance, analytics, and security monitoring
  • Comply with applicable legal and regulatory requirements

4. Third-Party Integrations

Our Services allow you to connect accounts from third-party providers (such as Microsoft, Google, Zoom, and others). When you authorize such integrations:

  • We only request the minimum permissions required to enable the requested functionality.
  • Authentication tokens are stored securely and used solely for the purposes of providing the integration.
  • We do not control how third-party providers use your information. Please review their respective privacy policies.

5. Payments

All payments are securely processed by Stripe. We do not collect or store credit card numbers or other sensitive payment details. See Stripe’s Privacy Policy for details.

6. Sharing of Information

We do not sell your personal information. We may share information only with:

  • Service Providers: Vendors that support hosting, analytics, authentication, email marketing, or technical support.
  • Legal Compliance: Where required by law, regulation, subpoena, or government request.
  • Business Transfers: In connection with a merger, acquisition, or sale of assets.

7. Cookies & Tracking Technologies

We use cookies and similar technologies for functionality, analytics, and marketing.

  • Essential Cookies: Required for the site to function (e.g., login, security).
  • Analytics Cookies: Help us understand how visitors interact with our site (e.g., Google Analytics).
  • Marketing Cookies: Used to deliver relevant advertising.

You may adjust your browser settings to block cookies, but some features of the Services may not function properly. You can opt out of Google Analytics by installing the Google Analytics opt-out browser add-on.

8. Do Not Track

Some browsers offer a “Do Not Track” (DNT) signal. At this time, we do not respond to DNT signals. You may still manage cookies through your browser settings.

9. Data Security

We use reasonable technical, administrative, and physical safeguards to protect your data. While no system can be 100% secure, we take measures to minimize risk.

10. Data Breach Notification

In the event of a data breach that affects your personal information, we will notify affected users as required by applicable law.

11. Data Retention

We retain personal information only as long as necessary for business, operational, or legal compliance purposes. Tenants may request deletion of their data by contacting us.

12. International Data Transfers

Our Services are operated in the United States. If you access the Services from outside the U.S., your data may be transferred to and processed in the U.S., where data protection laws may differ.

13. Children & Minors

Our Services are intended for business and professional use only. We do not target or knowingly collect personal information from minors of any age. If we learn that a minor has submitted information, we will promptly delete it.

14. Your Privacy Rights

Depending on where you live (for example, in certain U.S. states such as California), you may have rights regarding your personal information, including:

  • Access: Request a copy of the personal information we hold about you.
  • Correction: Request correction of inaccurate or incomplete information.
  • Deletion: Request that we delete personal information, subject to certain exceptions.
  • Opt-Out: Request to opt out of receiving marketing communications.

To exercise these rights, please contact us using the details below. We may need to verify your identity before processing your request.

15. Tenant Responsibilities

Tenants using Portfolio 360 to manage their own users, investors, or customers are responsible for ensuring their own compliance with applicable privacy laws (such as GDPR, CCPA, PIPEDA, or other regional regulations). We act as a service provider/processor for tenant data.

16. Governing Law

This Privacy Policy is governed by the laws of the State of Wyoming, United States, without regard to conflict of law principles.

17. Updates to This Policy

We may update this Privacy Policy from time to time. Changes will be posted on this page with an updated “Effective Date.”

18. Contact Us

For questions, concerns, or privacy requests, please contact us at:

AvantiPoint, LLC 30 N Gould St Ste 22434 Sheridan, WY 82801 Email: support@avantipoint.com Phone: +1 619-654-0227