Privacy Policy
Data Protection Commitment
Portfolio Pro is committed to protecting your personal information and maintaining transparent data practices. This Privacy Policy explains how we collect, use, and safeguard your data when you engage with our educational platform and services.
We work with advertising partners including Google, Facebook (Meta), and Microsoft to provide relevant educational content to finance professionals. This policy details our comprehensive data handling practices and your rights under applicable privacy laws including GDPR and CCPA.
Data Collection by Advertising Platforms
Google Services Data Collection
Google Analytics Data Points:
- • Page views, session duration, and bounce rates
- • Device information (browser type, screen resolution, operating system)
- • Geographic location (country, region, city based on IP address)
- • Traffic sources and referral information
- • User interaction patterns and content engagement
Google Ads Data Collection:
- • Conversion data from form submissions and course inquiries
- • Remarketing audiences based on page visits and interests
- • Cross-device tracking using Google Account identifiers
- • Interest categories derived from browsing behavior
- • Retention Period: 26 months by default, configurable down to 14 months
Facebook/Meta Data Collection
Facebook Pixel Tracking:
- • Page views on course and service pages
- • Button clicks, form interactions, and scroll depth
- • Time spent on educational content pages
- • Custom events for course interest and engagement
Custom Audiences and Lookalikes:
- • Website visitor segmentation by professional interests
- • Behavioral data for audience building and targeting
- • Cross-platform tracking across Facebook family of apps
- • Device IDs and browser fingerprinting data
- • Retention Period: 180 days for remarketing, longer for aggregated insights
Microsoft/Bing Data Collection
UET Tag Data Collection:
- • Conversion tracking for educational content inquiries
- • Goal completion data for course interest forms
- • User action tracking on service and contact pages
- • Revenue and value attribution for educational services
Microsoft Integration:
- • Search query data and click behavior on Bing
- • Microsoft Account integration for cross-service insights
- • Demographic information for professional targeting
- • Location data for geographic campaign optimization
- • Retention Period: Maximum 390 days, varies by data type
How We Use Your Data
Purposes of Processing
Service Delivery
Processing contact forms, course inquiries, and educational content delivery
Marketing Optimization
Advertising campaign effectiveness, audience targeting, and content personalization
Analytics and Improvement
Website performance analysis, user experience enhancement, and educational content optimization
Security and Fraud Prevention
Protecting against spam, abuse, and maintaining system security
Legal Basis for Processing
Consent
Marketing communications, advertising cookies, and behavioral tracking
Legitimate Interest
Website analytics, security measures, fraud prevention, and business operations
Contract Performance
Delivering educational services and responding to course inquiries
Legal Obligation
Tax compliance, regulatory requirements, and legal record keeping
Data Sharing with Third Parties
Advertising Partners
Google Ecosystem
Analytics, Ads, Tag Manager for campaign optimization and audience insights
Meta/Facebook
Pixel data, Conversions API for professional audience targeting
Microsoft Advertising
Bing Ads, Clarity analytics for search marketing optimization
Service Providers
Technical Infrastructure
- • Web hosting and content delivery networks
- • Cloud storage and database services
- • Security monitoring and threat detection
- • Backup and disaster recovery providers
Business Operations
- • Customer support and communication tools
- • Payment processing for educational services
- • Marketing automation platforms
- • Professional development tracking systems
International Data Transfers
EU-US Framework
Data Privacy Framework certification for compliant transfers
Standard Contractual Clauses
Legal safeguards for international data processing
Adequacy Decisions
Transfers to countries with adequate data protection
Your Rights and How to Exercise Them
GDPR Rights (EU/UK Residents)
Right to Access
Request a copy of personal data we hold about you
Right to Rectification
Correct inaccurate or incomplete personal data
Right to Erasure
Request deletion of your personal data under certain conditions
Right to Data Portability
Receive your data in a machine-readable format
CCPA Rights (California Residents)
Right to Know
Information about personal data collection and sharing practices
Right to Delete
Request deletion of personal information we have collected
Right to Opt-Out
Opt-out of sale or sharing of personal information
Right to Non-Discrimination
Equal service regardless of privacy rights exercise
Platform-Specific Privacy Controls
Data Retention and Deletion
Retention Periods
Deletion Procedures
- • Automatic deletion after retention period expires
- • Manual deletion upon verified user request
- • Data anonymization as alternative to deletion
- • Coordination with third-party platforms
- • Secure destruction of physical media
Deletion Exceptions
- • Legal obligations to retain data
- • Legitimate business purposes
- • Security and fraud prevention
- • Freedom of expression requirements
- • Public interest or research purposes
Contact for Privacy Matters: Use our contact form for privacy-related inquiries, data access requests, or to exercise your rights. We respond to verified requests within 30 days.
Last updated: August 27, 2025