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Privacy Policy

Uplift Marketing (UM), the developer of Simplicitree® and, is committed to protecting our users privacy and ensuring the security of their information on our website.

Our Privacy Policy has three key elements:

  1. Users are granted access to by a financial advisor. This financial advisor and, if applicable, the firm with whom they are licensed, also has access to the users personal information on The advisor uses personal information, in conjunction with our software, to provide customized financial planning reports for each user. The advisor’s use of this data is governed by their firm’s privacy policy. Please contact your financial advisor if you have questions about their firm’s privacy policy.
  2. The financial advisor can authorize UM to allow the exchange of data between and other programs or websites that an advisor uses in their business, and a users personal information can be included in these data exchanges. Except for data exchanges that have been authorized by an advisor, UM does not disclose or share personal information with any third party, unless required by law to do so (for example, to comply with a subpoena).
  3. We use transport layer security (TLS) encryption, which is the industry standard for secure data transfer software. We us (TLS) to protected against unauthorized access.
What Personal Information Do We Collect and How Do We Use It?

When a user has registered, we will ask for their name, email address, and contact information, and the user will be asked to select a password may also be asked to select a user name.

We use the users name to personalize reports generated by the system. We use the users email address to confirm their subscription, user name and password, and to provide customer service. As a registered user, we will recognize each user by their user name and password (or e-mail address, as applicable). We may also use the contact information we collect to notify users about any new functions included in our software or new services offered by our website.

What Financial Information Do We Collect and How Do We Use It?

To use our software, financial advisors must input personal financial data for users. The personal financial data required may include current asset values of and annual additions to investment assets, anticipated retirement income, and expected values of future assets such as lump sum distributions from pensions or inheritances. In many instances, these entries are optional. This personal financial information will be used by financial advisors, in conjunction with our software, to develop financial, asset allocation, and income plan(s) for analyses for users and financial advisors.


Cookies are small files used by websites to store information on a users computer. For to work properly, a users browser must be enabled to accept cookies. Our cookies contain information that identifies our users during a session and allows the software to function. This information is not for sale or distribution.

How Do We Protect User Information?

When a user accesses their financial data, we use a state-of-the-art secure server to keep all of our users personal information as secure as possible. The transport layer security (TLS) encrypts all information, and all data we collect is protected against unauthorized access. This approach helps ensure that personal and financial information remains safe and private.

User Consent

By using our website, each user consents to the collection and use of the information described above by Should we make any changes to our privacy policy, we will post those changes on this page, and each users continued use of our website is their consent to those changes.

Our users also acknowledge that UM may aggregate data from its users and subscribers for the purpose of better understanding its user base and/or to research potential changes in content and services. UM may use this collective information for product research or marketing demographics, but we do not disclose, sell, or distribute any information to a third party where such information could indicate directly or indirectly any individual’s financial information.