Cookie and Data Usage Policy
Last Updated: March 2025
EvolveAdvance uses various tracking technologies on evolveadvance.com to improve your browsing experience and help us understand how visitors interact with our financial tools. This policy explains what these technologies are, how we use them, and what choices you have.
We're committed to transparency about data collection. Everything here is written in plain language because we believe you deserve to know exactly what happens when you visit our site.
What Are Cookies and Similar Technologies
Cookies are small text files that websites place on your device when you visit them. They're basically memory aids that help sites remember things about you between visits. Most websites use them, and they've become pretty standard across the internet.
Besides traditional cookies, we also use web beacons, local storage, and analytics pixels. These all serve similar purposes but work in slightly different ways. Some stay on your device permanently, while others disappear when you close your browser.
How We Use These Technologies
When you navigate evolveadvance.com, these tools help us maintain your session, remember your preferences, and analyze which features are most useful. For example, if you've logged into your cost management dashboard, cookies keep you logged in as you move between pages.
We also track aggregated usage patterns to see which tools get the most attention and where users might be struggling. This information helps us prioritize improvements and fix problems faster.
Essential Cookies
These are necessary for the site to function properly. Without them, you wouldn't be able to log in, use secure features, or move through our cost management tools. We don't ask permission for these because they're required for basic operation.
Functional Cookies
These remember your choices like language settings, display preferences, or recently viewed reports. They make your experience smoother by eliminating repetitive tasks. You can disable these, but you'll need to reset preferences each visit.
Analytics Cookies
We use these to understand how people interact with our financial planning resources. They tell us which pages are most popular, how long visitors stay, and where they click. All data is aggregated and anonymized before we analyze it.
Marketing Cookies
These help us show relevant content and measure the effectiveness of our outreach efforts. If you've visited our pricing page, we might show you related information about our services on other sites you visit later.
Specific Tracking Methods on EvolveAdvance
Let me break down exactly what tracking happens on our site. Session cookies keep you logged in and maintain your active state while you work with our budgeting tools. These expire after 30 minutes of inactivity or when you close your browser.
- User authentication tokens that verify your identity and permissions
- Preference storage for dashboard layouts and report configurations
- Shopping cart functionality for service upgrades and feature additions
- Analytics tracking to measure page performance and user engagement
- Form auto-fill data to help you complete financial assessments faster
- Security features that detect unusual activity patterns on your account
Our analytics platform collects information about your device type, browser version, screen resolution, and general location at the city level. This helps us optimize the site for the devices people actually use. We never collect personal identification data through analytics cookies.
For users accessing our services from Thailand, we process data in accordance with local regulations while maintaining servers that ensure fast performance for the Southeast Asian region. Your data stays within jurisdictions that maintain strong privacy protections.
Managing Your Cookie Preferences
You have complete control over which cookies you accept. Most browsers let you block all cookies, accept only certain types, or delete existing cookies. Keep in mind that blocking essential cookies will prevent you from using key features of our cost management platform.
Chrome and Edge
Go to Settings, then Privacy and Security. Click on Cookies and Other Site Data. Here you can block third-party cookies or clear existing data. You can also set exceptions for specific sites you trust.
Firefox
Open Options and select Privacy and Security. Under Enhanced Tracking Protection, choose your preferred level. Standard blocks known trackers, while Strict blocks more but may affect site functionality.
Safari
Open Preferences and click Privacy. You can prevent cross-site tracking and block all cookies if desired. Safari also shows which sites have stored data and lets you remove it selectively.
Mobile Browsers
Mobile settings vary by device and browser. Generally you'll find cookie controls in the browser settings under Privacy or Security. Most mobile browsers now default to blocking third-party tracking.
How Tracking Enhances Your Experience
Here's a practical example: when you create a budget template in our system, cookies remember your category preferences and default allocation percentages. Next time you create a budget, those preferences are pre-filled, saving you several minutes of setup time.
Similarly, if you frequently access certain reports, our analytics help us prioritize those in your dashboard navigation. Over time, the interface adapts to show you the tools you actually use rather than everything we offer.
For security purposes, we track login patterns. If someone tries to access your account from an unusual location or device, we can flag that activity and require additional verification. This wouldn't be possible without some form of tracking technology.
Data Retention and Lifecycle
Different types of tracking data have different lifespans based on their purpose and legal requirements. Understanding this helps you know what information persists and for how long.
Third-Party Services and Integrations
We work with several third-party providers who may place their own cookies when you use certain features. For example, if you watch an embedded tutorial video, the video platform might set cookies to remember playback preferences.
Our payment processing partners use cookies to maintain secure connections during checkout. These are necessary for transaction security and fraud prevention. We've carefully selected partners who maintain privacy standards comparable to our own.
Analytics services we use include industry-standard platforms that help us understand user behavior patterns. These platforms collect data according to their own policies, though we configure them to minimize personal data collection wherever possible.
If you contact our support team through the website chat feature, conversation transcripts are stored for quality assurance and training purposes. These are retained for 24 months and are only accessible to authorized staff members.
You can request deletion of your chat history at any time by emailing our privacy team. We'll process such requests within 15 business days.
Updates to This Policy
We review this policy quarterly and update it whenever we change our tracking practices or add new features that collect data differently. When significant changes occur, we'll notify active users via email and display a prominent notice on the site.
Minor clarifications or legal reference updates don't trigger notifications, but we always update the "Last Updated" date at the top of this page. We recommend checking back periodically if you're particularly interested in privacy practices.
Questions About Our Tracking Practices
If something isn't clear or you have specific concerns about how we use cookies and similar technologies, we're here to help. Our privacy team responds to inquiries within two business days.