Legal
Privacy Policy
Last updated: July 20, 2026
PortfolioShop, Inc. ("PortfolioShop," "we," "us," or "our") respects your privacy. This policy explains what information we collect through portfolioshop.com (the "Site"), how we use it, and the choices you have. It applies to the Site only; use of the ReconAdvantage platform is governed by the agreements in place between PortfolioShop and its clients.
Information we collect
Information you provide
When you submit a form on the Site, such as a demo request or a contact message, we collect the information you choose to share: typically your name, work email address, firm, role, phone number, and the content of your message.
Information collected automatically
Like most websites, we and our service providers collect certain information automatically when you visit, including IP address, browser and device type, pages viewed, referring pages, and the dates and times of visits. This is collected through server logs and analytics cookies. See our Cookie Policy for details.
How we use information
- To respond to your inquiries and schedule product demonstrations you request.
- To operate, secure, and improve the Site.
- To understand how visitors use the Site so we can make it more useful.
- To send communications you have requested or consented to receive. You can opt out of marketing communications at any time.
- To comply with legal obligations and enforce our terms.
How we share information
We do not sell personal information. We share it only with: service providers who help us run the Site and our business (such as hosting, analytics, customer-relationship, and email providers) under obligations to protect it; professional advisers where necessary; and authorities where required by law. We may also share information in connection with a corporate transaction, in which case this policy will continue to apply to it.
Data retention
We keep personal information only as long as needed for the purposes above, and then delete or anonymize it. Inquiry and demo-request records are typically retained for as long as the business relationship or conversation remains active, plus a reasonable period afterward.
Security
We apply administrative, technical, and physical safeguards appropriate to the nature of the information we hold. PortfolioShop maintains SOC 2 Type 2 certification for its service organization controls; you can read more on our SOC 2 Compliance page. No method of transmission or storage is completely secure, so we cannot guarantee absolute security.
Your rights and choices
Depending on where you live, you may have rights to access, correct, delete, or restrict the use of your personal information, and to object to certain processing. To exercise any of these rights, contact us using the details below. We will respond consistent with applicable law. If you believe we have not addressed your concern, you may also have the right to lodge a complaint with your local supervisory authority.
Children
The Site is intended for business audiences and is not directed to children under 16. We do not knowingly collect personal information from children.
Third-party links
The Site may link to third-party websites, including mapping and review services. Their privacy practices are their own; we encourage you to review their policies.
Changes to this policy
We may update this policy from time to time. The date at the top reflects the latest revision. Material changes will be posted on this page.
Contact us
PortfolioShop, Inc.
225 Broadhollow Road, Suite 102
Melville, NY 11791
(516) 364-6800 ·
sales@portfolioshop.com