Privacy Policy
Finology stores the following data inputs:
Finology collects Personally Identifiable Information from Advisors such as:
  • User's IP address
  • Full Name
  • Physical address
  • Email address
  • Credit card information
  • Physical address
  • Phone number
  • Information regarding the professional certifications
  • Website and business information
  • Finology Collects PII data either from Borrowers directly or supplied by a Financial Advisor
  • User's IP address
  • Full Name
  • Family and Dependent information
  • Salary and income
  • Expenses information
  • Loan Data
  • Physical address
  • Email address
  • Tax ID number
  • Phone number
  • Gender
  • Demographic information
The main reasons why Finology may collect that information are as follow:
  • to use the product (e.g. to sign in)
  • to promote the use of services
  • to measure the use of the website and improve the content
  • to bill and collect money
  • to investigate, prevent, or take action regarding illegal activities or suspected fraud
  • to send any email messages (e.g. system alerts or new bargains), including providing customer support
  • to enforce compliance with SaaS Terms of Service or applicable law as well as to meet legal requirements
  • to connect financial advisors to potential clients
Publicly Available Information on Financial Advisors for purposes of selection by Users
Some of the information You provide may be public once opted in.
Financial advisors supply details on their respective businesses/firms within the select/find an advisor tool so they may be searchable to borrowers on an opt-in basis.
You (End User) can have an advisor profile under the advisor's name not firm name. Your advisors can ID and backlink their own websites with DBA's and firm name.
These advisors opt in within the Finology platform to enable this feature.
Third Parties
Finology may link to, or link from, third party websites that are not maintained or affiliated with Finology. Finology does not endorse, guarantee or make any representations or warranties with regard to any other website or content posted therefrom. While Finology tries to keep both Finology and the third-party-provided information current and accurate, we cannot guarantee and expressly do not warrant that any 3rd party Application Programming Data or "API" data, content, functions, information and tools are error-free. By linking to these sites and technologies, Finology does not represent or imply that there is any business relationship between the two entities. Finology is not responsible for the content and performance of these sites or for your transactions with them.
Exclusion of Warranties and Conditions
FINOLOGY MAKES NO REPRESENTATIONS OR WARRANTIES, AND THERE ARE NO CONDITIONS, ENDORSEMENTS, GUARANTEES, REPRESENTATIONS OR WARRANTIES OF ANY KIND EITHER EXPRESS OR IMPLIED, (INCLUDING WITHOUT LIMITATION ANY EXPRESS OR IMPLIED WARRANTIES OR CONDITIONS OF QUALITY, PERFORMANCE, RESULTS, FITNESS FOR A PARTICULAR PURPOSE, MERCHANTABILITY, MERCHANTABLE QUALITY, DURABILITY, TITLE, NON-INFRINGEMENT OR ARISING BY STATUTE OR OTHERWISE IN LAW OR FROM A COURSE OF DEALING OR USAGE OF THE TRADE) ARISING OUT OF OR RELATED TO THIS AGREEMENT AND IN NO EVENT SHALL FINOLOGY OR ANY OFFICER, DIRECTOR, EMPLOYEE, AGENT, SUPPLIER, OR INDEPENDENT CONTRACTOR OF FINOLOGY BE LIABLE FOR ANY DAMAGES WHATSOEVER DIRECTLY OR INDIRECTLY ARISING OUT OF OR RELATED TO THIS AGREEMENT OR ANY PRODUCTS OR SERVICES.
Indemnity
You agree to be solely responsible for your actions and the contents of your transmissions through the Site, namely:
YOU EXPRESSLY AGREE THAT USE OF THE SERVICE AND ANY MATERIALS OR INFORMATION PROVIDED IS AT YOUR SOLE RISK ON AN "AS IS" AND "AS AVAILABLE" BASIS. FINOLOGY EXPRESSLY DISCLAIMS ALL WARRANTIES OF ANY KIND, WHETHER EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, AND NON-INFRINGEMENT. FINOLOGY MAKES NO WARRANTY ON ITS SERVICE. FINOLOGY MAKES NO WARRANTY REGARDING ANY SERVICES OBTAINED THROUGH THE SERVICE OR ANY TRANSACTIONS ENTERED INTO THROUGH THE SERVICE. FINOLOGY MAKES NO WARRANTY ITS SITE OR SERVICE WILL MEET YOUR SATISFACTION, EXPECTATIONS, OR REQUIREMENTS. FINOLOGY MAKES NO WARRANTY THAT THE SERVICE WILL BE UNINTERRUPTED, TIMELY, SECURE, OR ERROR FREE. FINOLOGY MAKE NO WARRANTY AS TO THE RESULTS THAT MAY BE OBTAINED FROM THE USE OF THE SERVICE OR AS TO THE ACCURACY OR RELIABILITY OF ANY INFORMATION OBTAINED THROUGH THE SERVICE. FINOLOGY ASSUMES NO RESPONSIBILITY FOR THE DELETION OR FAILURE TO STORE ANY DATA OR OTHER INFORMATION PROVIDED BY YOU ON THE SERVICE.
You agree to indemnify, defend, and hold harmless Finology, its directors, officers, employees, and agents from and against all losses, expenses, damages, and costs, including reasonable attorney fees, arising out of or relating to use of the Site by you or any other person accessing the Site using your user name and password. You agree that regardless of any statute, regulation, or law to the contrary, any claim or cause of action arising out of or related to use of the site or the Terms must be filed within one (1) year after such claim or cause of action arose otherwise you shall be forever barred. If you misuse Finology 's site or services, you also agree to indemnify Finology for claims and damages incurred to Finology and/or third parties. You agree that all access and use of the Site and its contents is at your own risk. By using the Site, you acknowledge that Finology specifically disclaims any liability (whether based in contract, tort, negligence, strict liability or otherwise) for any direct, indirect, incidental, common law, statutory, regulatory, consequential, compensatory, punitive, or special damages arising out of or in any way connected with your access to or use of the Site including, but not limited to any claim of libel, defamation, violation of right of privacy or publicity, copyright infringement, trademark infringement or other infringement of any Third Party rights, fraud, false advertising, misrepresentation, product liability or violation of any law, statute, ordinance, rule, or regulation throughout the world in connection with websites or any related content, including any links from your website as well as any liability associated with any viruses which may infect your computer equipment. You are solely responsible for defending any claim, and for payment of damages or losses resulting from the foregoing to both a third party and to Finology.
Direct all questions regarding these Terms to Finology 's email address info@finology.tech