Effective Date: February 10th, 2026
Paraplan OnDemand (“Paraplan OnDemand,” “we,” “our,” or “us”) is committed to protecting the privacy and confidentiality of information provided by financial advisors and firms who use our outsourced paraplanning services. This Privacy Policy explains how we collect, use, store, and protect information.
By using our services, you agree to the practices described in this Privacy Policy.
1. Information We Collect
We may collect the following types of information:
a. Advisor and Firm Information
Name, email address, phone number
Firm name and business contact details
Billing and payment information
b. Client Data (Provided by Advisors)
Financial planning data submitted by advisors
Client financial details, assumptions, and planning inputs
Reports and supporting documents required to perform paraplanning services
Paraplan OnDemand does not independently collect information directly from end clients.
2. How We Use Information
Information is used solely for the purpose of:
Providing outsourced paraplanning services
Completing agreed-upon planning, analysis, and modeling work
Communicating with advisors regarding projects
Billing and administrative purposes
We do not use information for marketing unrelated products or services.
3. Advisor Responsibility for Client Consent
You are responsible for ensuring that:
You have proper client authorization to share client data
Data shared with Paraplan OnDemand complies with applicable privacy and regulatory requirements
Paraplan OnDemand relies on advisors to obtain any required client consents.
4. Confidentiality of Client Information
All non-public information is treated as confidential. Client data:
Is accessed only as necessary to perform services
Is not shared with third parties except as required to provide services or comply with law
Is not sold, rented, or disclosed for marketing purposes
Confidentiality obligations survive termination of services.
5. Data Security
We implement reasonable administrative, technical, and organizational safeguards designed to protect information from unauthorized access, misuse, or disclosure.
While we take reasonable precautions, no system or method of transmission can be guaranteed to be 100% secure. Use of our services constitutes acknowledgment of this risk.
6. Data Retention
Information is retained only for as long as necessary to:
Complete services
Meet legal, regulatory, or business requirements
Data may be securely deleted upon request, subject to recordkeeping obligations.
7. Third-Party Services
Paraplan OnDemand may use third-party tools or platforms (such as secure file sharing or planning software) to facilitate services. These providers are used solely to support service delivery and are expected to maintain appropriate security standards.
Paraplan OnDemand is not responsible for the privacy practices of third-party platforms outside our control.
8. No Sale of Personal Information
Paraplan OnDemand does not sell, lease, or trade personal or client information to third parties.
9. Cookies and Website Analytics
If applicable, our website may use basic cookies or analytics tools to:
Improve site performance
Understand general website usage
These tools do not collect sensitive financial or client data.
10. Regulatory Compliance
Paraplan OnDemand supports advisors’ compliance efforts but does not assume responsibility for regulatory compliance obligations applicable to advisors or their firms.
11. Updates to This Privacy Policy
We may update this Privacy Policy from time to time. Updates will be posted on our website with a revised effective date. Continued use of services constitutes acceptance of the updated policy.
12. Contact Information
For questions regarding this Privacy Policy or data handling practices, contact:
Paraplan OnDemand
contact@paraplanondemand.com