If you are a California resident, you have a right to opt out of our sharing of your personal information. For our websites, we specifically ask for your consent to share via a pop-up window called “Manage Cookie Consent” at the beginning of your visit. If you do not wish to share, you are not required to provide your consent. If you do nothing with this prompt, we will not share your information. You are able to withdraw your consent at any time by selecting “Manage Cookie Consent” at the bottom left of the window on our page. If you need assistance, please email .

Advisors Excel as a Service Provider - Hosted Data

Some of our services include processing personal information on behalf of our Financial Advisor Client in relation to applications, tools or software that we provide (“Hosted Data”). We are not the data controller of Hosted Data as we do not determine the purposes or the means of processing. If you believe your Personal Information is being processed by us in this way you should refer to the privacy notice of the data controller on whose behalf we are acting. If you wish to access, correct, update, modify, or delete Hosted Data or if you would no longer like to be contacted by one of our Clients, you should direct your query to the Client, who is the Data Controller of your data. If you are a Client of our Services and wish to raise a request on behalf of data subjects in connection with Hosted Data, please contact us at .