Please read the following terms and conditions (this “Agreement”), which apply to your use of the website and or software subscription services located at www.AssetPlanet.com (the “Site”), the mobile versions thereof, and any applications, platforms or technologies accessible on the Site, and subsites within the Master Site. The Site is controlled, owned and operated by GoTo Financial Inc. (“GoTo Financial Inc.”). This Agreement is a binding contract between you and GoTo Financial Inc. You shall be deemed to have agreed to the terms of this Agreement by using the Site. If you do not agree to these terms, do not use the Site.
The Site is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy or sell any securities, futures, options or other financial instruments. Nothing contained on the Site is intended to be or should be construed as legal, tax, financial, investment or any other advice. Past performance is no guarantee of future results, and you should not rely solely on past performance when making decisions.
Maintaining the trust and confidence of our clients is a high priority. That is why we want you to understand how we protect your privacy when we collect and use information about you, and the steps that we take to safeguard that information. This notice is provided to you on behalf of our Company.
Information We Collect: Information that has been voluntarily entered by you or a 3rd party person that you have granted permission to act on your behalf.
Company does not sell customer lists.
Categories of Parties to Whom We Disclose: We will not disclose information regarding you or your account with us, except under the following circumstances: Information may be shared by anybody that has been authorized by User to act as a 3rd party or by professional 3rd parties within this agreement. For example; a CPA sharing info with a Lawyer to verify tax consequence of certain action or on the course of their professional relationship needed to garner the most knowledge possible before reaching a decision to give the end user client for these 3rd party professionals.
General User information and overview statistics used in aggregate may be disseminated and shared with:
• To our parent companies or their affiliates, to the extent permitted by law;
• To entities that perform services for us or function on our behalf, including financial service providers, such as a clearing broker-dealer, investment company, or insurance company;
• To third parties who perform services or marketing on our behalf;
• To our attorneys, accountants or auditors; and
• To government entities or other third parties in response to subpoenas or other legal process as required by law or to comply with regulatory inquiries.
How We Use Information: Information may be used among companies that perform support services for us, such as data processors, technical systems consultants and programmers, or companies that help us market products and services to you for a number of purposes, such as:
• To protect your accounts from unauthorized access or identity theft;
• To establish or maintain an account with an unaffiliated third party, such as a clearing broker-dealer providing services to you and/or Company. Banking. Or Account Aggregator services.
• To service your accounts, such as by issuing checks and account statements;
• To comply with Federal, State, and Self-Regulatory Organization requirements;
• To keep you informed about financial services of interest to you.
We restrict access to nonpublic personal information about you to those individuals who need to know that information to provide products or services to you and perform their respective duties. We maintain physical, electronic, and procedural security measures to safeguard confidential client information.
Complaint Notification: Please direct complaints to: Legal at GoTo- Financial Inc, 4768 Park Granada #108 Calabasas, CA 91302 818.483.8174
The Asset Planet Financial Software Forecasting tool (herein known as Software Planner) and accompanying mobile Apps are owned by Go-To Financial Inc, herein known as Company and is the exclusive property of Company and may not be reproduced, sold and or distributed to non-authorized parties without prior approval by Company. Failure to comply with the rights of Company for their proprietary information, including custom interfaces or methodology will be cause for litigation by Company to recover damages for the theft of, or damage to, Company reputation or loss of income”. Access by users to the Company software planner is made available only by limited free trial subscription or paid by subscription continuous fee. Anybody that uses our product that is not a paid user or on trial subscription will be considered in violation of this agreement and will be subject to recovery of unpaid subscription at the highest ratio of subscription as posted to our website or other agreements at the time of theft. Violators will also be subject to pay for any costs associated with recovery of unpaid subscription usage fees. Trademarks and other Company logos are not to be used in any way without the expressed written pre-consent of Company. Website https://assetplanet.com and its sub-sites are held under the same banner of protection as listed under this Rights and Usage clause
Errors and omissions may apply to information gathered from 3rd party resources and Company is not responsible for the accuracy of such information . The Software Planner might have errors or omissions in its calculations and Company does not accept responsibility for the complete accuracy of any compiled or calculated data within its program. Company will pay no compensation for any consequences of user actions based on the data compiled within our program or finished product(s) of program calculations. Users are encouraged to report any observations of program errors or omissions to [email protected]
Company does not provide tax or legal advice, and suggests users seek the counsel from these professionals before making any decisions. Company does not offer financial advisory services to users of their Software Planner Program. Company does not take responsibility for any 3 rd party referred by company to users of this program. 3rd Party - Asset Planet Agents Independent Contractors - Asset Planet has authorized individuals to represent our company as Independent Agents to serve the needs of their local individuals and businesses. Company is not responsible for the actions of these Agents. Agents price their own services and apply their own skills to serving their business and clients and our Company facilitates the support of Agent business and the interactions that take place between themselves and the clients they serve. Company authorizes Agents after a thorough background check which includes fingerprinting and tech competency test (click here to get more info about vetting process of Agents)
Company is not responsible for the actions or information provided by 3rd party professional individuals or companies as it pertains to information being read or processed by end users of our software forecasting service or website interactions. Weblinks to 3rd party may be included in this form of 3rd patty informational affiliation.
Company financial calculators and programs are based on historical data and includes projections of information that has not yet happened. The user takes responsibility for these assumptions as Company makes no promises on the future being guaranteed. Program input data and assumptions are subject to change and active paid users will be notified of updates via e-mail identified with their user profile. Changes may include alterations to tax code of USA or localized by each state or other types of input data that might alter previously completed Software Planner analysis. Investing is risky, and loss of principle is always possible, and the Company takes no responsibility for the loss of investments of user, or the fluctuations in value of user investments.
S&P 500 is a financial index owned and maintained by Standards & Poors the use of their published data is not an endorsement by said company for anything offered by GoTo-Financial Inc or Asset Planet. NAREIT is a financial index owned and maintained by National Association of Real Estate investment Trusts and the use of their published data is not an endorsement