Privacy Policy

Last Updated September 16, 2011

goalgami is a personal financial planning application owned and operated by Advisor Software, Inc. ("ASI"). Individual users of the website may submit non-public, personal information through the website. We have developed this Privacy Policy to set forth our policies and practices regarding our use and disclosure of such non-public, personal information submitted through our website.

1. Information Gathering and Security
ASI collects information voluntarily provided from visitors to our websites. However, we do not require visitors to submit personal information to obtain general access to our web site. If you chose to subscribe to the goalgami application, you may submit non-public, personal information about yourself (such as name, address, martial and household information). We protect such information by placing it on a secure portion of dedicated servers. That's why you have to enter a unique Email address and password each time you want to access your information. Your Password should never be shared with anyone.

When goalgami asks you to enter non-public, personal information, that information is protected with the Secure Sockets Layer (SSL) protocol, which is the industry standard for secure data transfer software. Its proven protection is among the best software available today for secure online commerce transactions. This technology scrambles your personal information as it moves between your PC's browser and ASI's computer systems. SSL is used by most websites, including online banking sites and other consumer retail sites to protect your information. While you are on a secure page, the lock icon in your web browser becomes activated, as opposed to unlocked, or open, when you are just 'surfing'.

Our site is hosted at a secure, offsite facility that provides server security, physical security, and network security. These include certified Cisco firewalls, dedicated intrusion detection systems, and 24/7 monitoring. Data you send us is stored securely on-site and backed up daily to remote storage in compliance with industry best practices.

2. Use of Information
The information you submit to the goalgami website is used by ASI to provide the financial forecasting feature of the service. Our goal is to provide you with a private, personalized experience and the information submitted better enables us to do so. Demographic information may be used in aggregated form to improve our services and to better serve client's software needs by providing ASI with valuable information about interests in our products and services.

On occasion, we may use your e-mail address to inform you of products or services that we believe may be of interest to you. If you do not wish to receive future communications from us, you must send an email to with "Unsubscribe" in the subject line. However, even if you do choose not to receive e-mails from us, we may be required to send you an e-mail in an event where we must comply with any legal and regulatory obligations.

3. Sharing of Nonpublic Personal Information
We do not share non-public, personal information with any third parties. However, we reserve the right to share such information with a third party, only to the extent that the participation of the third party is necessary to provide our services to you. In the event we contract with a third party to help us provide our services to you, our agreement with the third party will expressly prohibit the third party from using your nonpublic personal information for any purpose other than assisting us in providing our services to you.

Additionally, we reserve the right to disclose information as required by law and when we believe that disclosure is necessary to protect our rights and/or comply with a judicial proceeding, court order, or legal process served on our Web site. As stated above, we will not sell, share, or rent this information to others in any way different from what is disclosed in this statement.

4. Use of Cookies and Log Files

Cookies are pieces of data assigned by a web server to the browser on your computer. Cookies help web sites to keep track of your preferences and to recognize return visitors. So, when you return to a web site you've visited before, your browser gives this data back to the server. Contrary to reports about cookies and online privacy, cookies do not contain viruses and most cannot reveal any personally identifiable information about you unless you willingly provide it as a user on a site.

ASI may use cookies to make your online experience richer and more personalized. As a matter of security, we do not embed personal information in our cookies; however, the site may utilize cookies to identify your account automatically on return to the site and also to track your usage of the site. To manage our web site, we may anonymously log information on our operational systems. We identify categories of visitors by items such as domains and browser types to report these statistics in the aggregate to our webmasters. We do this in an effort to present visitors the best web experience. It also is an effective information resource.

5. Links
The goalgami website may contain "links" to other websites. We recommend that you check the specific privacy policy of any site before providing any personal information.

6. Terms of Use
Click here for the goalgami Terms of Use.

7. Changes to this Policy
Any changes to the goalgami website Privacy Policy will be posted in this section. ASI reserves the right to change or update this Privacy Policy at any time. Any changes or updates will be effective immediately upon posting to the Website, and your use of the Website following such posting constitutes your acceptance of the Privacy Policy as so changed or updated.

8. Use of the Internet
Although ASI will use all reasonable efforts to safeguard the confidentiality of the data including non-public, personal information, transmissions made by means of the Internet cannot be made absolutely secure. ASI will have no liability for disclosure of data due to errors in transmission, unauthorized acts of third parties or through the use of third party cookies including those of advertisers when you view or click on their advertisements. Once you leave the goalgami website, you will be subject to third party privacy policies, which may differ significantly from our Privacy Policy.

9. Contact Us
Please feel free to contact ASI if you have further questions about our Privacy Policy. You can reach us via email at or at:

Advisor Software, Inc.
2175 North California Blvd., Suite #400
Walnut Creek, CA 94596