Privacy Policy

Last updated: May 2025

Overview

Adapt & Invest is committed to protecting your privacy. This Privacy Policy explains how we collect, use, and handle information when you use our website and tools.

The short version: we collect very little data, and your IPS wizard answers never leave your device.

Information We Do Not Collect

The IPS Generator wizard stores your answers entirely in your browser's localStorage. Your responses — including goals, financial situation, risk profile, and investment preferences — are never transmitted to our servers. We have no access to this data.

We do not require account creation, email address, or any personal information to use the tool.

Information We May Collect

Analytics

We use analytics tools (such as Google Analytics) to understand how visitors use our site. This may include:

  • Pages visited and time spent on each page
  • Browser type and operating system
  • Referring website
  • General geographic location (country/region)

This data is aggregated and anonymized. We do not use it to identify individual users.

Cookies

Analytics tools may set cookies to distinguish unique visitors. You can opt out of Google Analytics tracking via the Google Analytics Opt-out Browser Add-on.

Third-Party Services

This website may link to third-party services such as brokerage platforms and book retailers. These third parties have their own privacy policies, and we encourage you to review them before providing any personal information.

We are not responsible for the privacy practices of third-party websites.

Data Security

Since your IPS data is stored only in your browser's localStorage, it is not transmitted over the internet and cannot be accessed by us or third parties. You can clear this data at any time by clearing your browser's local storage or completing the wizard (which clears state after PDF generation).

Children's Privacy

This website is not directed to children under the age of 13. We do not knowingly collect personal information from children.

Changes to This Policy

We may update this Privacy Policy from time to time. We will update the "last updated" date at the top of this page when changes are made. We encourage you to review this page periodically.

Contact

If you have questions about this Privacy Policy, please email hello@adaptandinvest.com.