It's finally here! Altruist is now connected. Bring accounts, holdings, and balances into Slant.

Privacy Policy

SLANT PRIVACY NOTICE

At PagePort we are committed to protecting personal information. In this Privacy Notice ("Notice"), PagePort, Inc. and its affiliated entities ("PagePort", "we," or "us") set out how we, as data controller, may collect, create, share and use personal information relating to identifiable individuals ("Personal Data") and provide you with information regarding your Personal Data rights and choices.

If you are a visitor to any PagePort Site (https://www.pageport.com, https://www.slant.app/), this Privacy Notice governs your use of the Site. If you, or the company you represent, have entered into the Slant Master Subscription Agreement, including negotiated a custom agreement, to use the Software-as-a-Service platform located at https://www.slant.app (the "Services"), this Notice is made part of, and integrated into, that document (each a "Slant Master Subscription Agreement") and within this privacy policy you, or the company you represent, may be referred to as "Customer" or "you" (as applicable). By continuing to use our Site(s) or the Services, you agree to this Privacy Notice. Capitalized terms not defined herein have the meaning set for in Slant Master Subscription Agreement.

1. SCOPE OF THIS NOTICE

This Notice describes PagePort's privacy practices for Personal Data collected by PagePort websites (in this case https://www.slant.app including any and all of subdomains, together the "Site(s)") and the Services, as well as other activities, attend a PagePort event or otherwise interact with PagePort and provide Personal Data, such as corresponding by email, unless such activities are covered by our other notices outlined below.

Please read this Notice in full. By using our Sites, using the Services, or participating in other activities with PagePort described below, you consent to the collection, creation, sharing and use of information as described in this Notice, where consent is required by relevant law.

Unless specifically identified, references to Services will include both the operation of Sites as well as the Services.

PagePort also operates a public forum on certain PagePort social media pages and on our websites ("Forums"). The purpose of Forums is to discuss our products and Services. Please note that any Personal Data you choose to post in a Forum may be read or used by other visitors (for example, to send you unsolicited messages). PagePort Forum users should not upload sensitive or confidential content on this public forum and PagePort is not responsible for any sensitive or confidential information you may upload.

As a convenience to visitors to our Sites, we may also provide links to other websites that are not governed by this Notice. These linked websites are not under the control of PagePort and we are not responsible for the content on such websites or the protection/privacy of any information which you provide while visiting such websites.

2. PERSONAL DATA WE MAY COLLECT

The Personal Data PagePort may collect about you will depend on your interaction/relationship with us. It may include:

  • account information you give us about yourself, such as contact information
  • equipment information we collect about equipment on our network like the type of device you use, device ID, and phone number if you browse our Sites, information systems data relating to your interaction with our Sites, such as location (e.g., IP address), cookie related information (see section 6 below), usage (e.g., mouse clicks, page visits, feature usage, view time, downloads) and other information, such as language preference;
  • location information we collect which is automatically generated when devices, products and services interact with cell towers and Wi- Fi routers. Location can also be generated by Bluetooth services, network devices and other tech, including GPS satellites;
  • if you complete a webform on our Sites (e.g., to submit a request), attend a PagePort event (online or in-person), or otherwise send this data to PagePort (e.g., by email, telephone, exchange of business cards, etc.), identifying/contact information such as your name, job title, work email, organization/employer name, work telephone, and location information such as work address;
  • if you purchase PagePort products or Services, financial or billing data, such as name, address, credit card number, or bank account information;
  • if you attend a PagePort event (in-person or online) or our offices, your attendance details (e.g., entry time);
  • if you purchase PagePort Services, or submit a technical support case, your activity with PagePort to interact with and take part in the Services;
  • your image and/or voice, such as for phone/video call recordings (for training, quality assurance and administration purposes), if you attend a PagePort event (e.g., CCTV), post an image/recording to a PagePort Site (e.g., add a profile photo to a review or profile) or you otherwise send a recording/image to PagePort;
  • information from otherwise engaging/interacting with you, such as your feedback to us through our Services and responses to any promotional or survey communications;
  • the Services may involve recorded voice or video calls, including capturing audio, video, and related metadata (each a "Recording"). Depending on the advisor's configuration, Recordings may also be transcribed or analyzed to generate summaries, notes, or other derivative data ("Derived Data").

We may also collect Personal Data about you from third parties, such as vendors (e.g., web analytics tools, data enrichment providers) and PagePort partners (e.g., where your contact details are provided to enable delivery of PagePort software, for customer success purposes, and/or in relation to maintenance/support, including renewal and/or cancellation of same). We also maintain social media pages and may collect Personal Data from you when you interact with these or communicate with us through our social media pages.

3. USE OF PERSONAL DATA

Depending on your relationship with PagePort, we may use your Personal Data for different purposes. Where required by applicable law in relation to the particular use, we will obtain your consent to collect and use your Personal Data. Otherwise, we will rely on another legal basis, such as in connection with a contract, or for our legitimate interests, as set out below.

  • Perform a contract: We may process your Personal Data in connection with a contract with you or your organization, such as to process relevant payments, deliver (customer), or receive (vendor), products/services.
  • Operate our Services: We may use your Personal Data to provide our Services, content, and offerings (e.g., downloads, registrations for accounts or profiles, such as a PagePort account), including necessary functionality, content customization (e.g., based on what we think will interest you), and functionality to enhance ease of use (e.g., make the Services easier for you to use by not making you enter information more than once, etc.). Unless such processing is in connection with a contract or our legitimate interests, it will be on the basis of your consent.
  • Improve our Services: We process your interactions with our Services, content and offerings (e.g., PagePort support) to assess and improve these and other user experiences, such as by use of cookies (see section 6 below). We may use aggregated or de-identified information about how users interact with the Services to operate, analyze, secure, and improve the Services, provided that this information does not identify any client or prospect or permit the reconstruction of individual Customer Data records. We process Personal Data for this purpose based on our legitimate interests or, where required by law, your consent.
  • Use of AI: The Services may use artificial intelligence and machine learning technologies ("AI Features") to provide functionality such as content generation, recommendations, summaries, or analytics. We process Customer Data using AI Features only as necessary to provide the Services, comply with Customer instructions, maintain the security and reliability of the Services, and provide support. We do not use Customer Data to train, retrain, test, or improve artificial intelligence or machine learning models for PagePort or any third party, and we do not permit third-party AI providers to use Customer Data to train or improve their models.
  • Google User Data. Google user data is used solely to provide, maintain, and improve the functionality and performance of the application.
  • Manage contact requests: We may use your Personal Data to reply to contact initiated by you, such as through a webform, chatbot, survey responses, or PagePort support. We process your Personal Data for these purpose for our legitimate interest in replying to/fulfilling your request, collecting survey responses, and to carry out our contractual obligations under the applicable terms (e.g., providing PagePort support).
  • Other communications: We may use your Personal Data to otherwise communicate with you to manage our relationship with you/your organization, such as to manage our offerings, for customer success purposes, to contact you regarding updates to our offerings you may be interested in, and to run surveys. Such processing will be to fulfil our contractual obligations, where necessary for our legitimate interests or, where legally required, with your consent.
  • Billing: We may use your personal data for billing, collection, and protection of our property and legal rights.
  • Training/Quality Assurance Recordings: We may record phone or video calls (e.g., Zoom) for training, quality assurance, the functionality of programs, functionality, or features you have selected, and/or administration purposes. We process this Personal Data on the basis of our legitimate interests however, if required under applicable law, we will obtain your consent or give you the option to object to the call being recorded.
  • Marketing: We may use your Personal Data to contact you for marketing purposes, such as to alert you to product upgrades, special offers, updated information/services from PagePort, and to contact you (e.g., by phone or email) regarding your interest in our offerings and/or invite you to PagePort events. Such contact will be on the basis of legitimate interest or, where legally required, on the basis of your consent. To opt-out of marketing contact, please use the chat functionality within the Services to contact PagePort or unsubscribe by contacting support@slant.app.
  • Events: We may process your Personal Data to operate PagePort events, including training/education related activities, in-person and online, that you have selected to attend. Such processing will be on the basis of our legitimate interests or to perform a contract with you under the applicable terms of service.
  • Compliance and Security: We process your Personal Data to comply with our legal obligations and to ensure compliant use/security, such as to ensure the use of our Services, content and offerings in compliance with our terms and/or to ensure their security, to cooperate with courts, regulators or other government authorities to the extent processing/disclosure of Personal Data is required under applicable law, where it is necessary to protect our legal rights or those of others, or for other compliance purposes such as auditing, investigations and responding to legal processes or lawful requests. Where we process health related data for Covid-19 related reasons or to accommodate a reasonable adjustment for a disability, we will only do so to carry out our legal obligations relating to health and safety, under applicable law.
  • Professional advisers: In certain instances, we may share your Personal Data with professional advisers acting as service providers, processors, or joint controllers - including lawyers, bankers, auditors, and insurers who provide consultancy, banking, legal, insurance and accounting services, and to the extent we are legally obliged to share or have a legitimate interest in sharing your Personal Data.
  • Corporate Transactions. If we are involved in a merger, reorganization, dissolution or other fundamental corporate change, or sell a website or business unit, or if all or a portion of our business, assets or stock are acquired by a third party, in accordance with applicable laws, we will use reasonable efforts to notify you of any transfer of Personal Data to an unaffiliated third party.
  • Combining Personal Data. We may also combine Personal Data we hold about you. For example, we may combine your contact information with your usage data relating to our offerings and our Services for the purposes above, such as to improve our Services and our offerings, as well as to create more tailored experiences by providing content that may be of interest to you. We may also use your Personal Data to fulfil any other purposes disclosed to you at the time of collection or as otherwise required/permitted by applicable law.
  • Recordings and Derived Data. We process Recordings and Derived Data solely: (i) to provide the Services and make Recordings available to the Customer; (ii) to maintain and improve the performance, quality, and security of the Services; (iii) to comply with applicable law or legal process; and (iv) for any other purposes expressly authorized by you or the Customer (as applicable). We do not use Recordings for advertising or marketing without your, or the Customer's, explicit written consent. The Customer is solely responsible for: (i) configuring recording features in compliance with applicable laws; (ii) providing all legally required notices to and obtaining all legally required consents from participants prior to recording; and (iii) ensuring that Recordings are not used for unlawful or infringing purposes.

The Customer is solely responsible for determining whether and how it wishes to use the Services, and for ensuring that all individuals using the Services on the Customer's behalf or at their request, as well as all individuals whose personal data may be included in Customer Data processed through the Services, have been provided with adequate notice and given informed consent to the processing of their personal data, where such consent is necessary or advised, and that all legal requirements applicable to the collection, recording, use or other processing of data through the Services are fully met by the Customer.

4. SHARING PERSONAL DATA

PagePort may share Personal Data for various purposes, such as:

  • within the group of PagePort companies to operate our business and provide our Sites, products and Services;
  • with authorized PagePort vendors, advisors and contractors providing services on our behalf (such as a technology or professional service providers) to operate our business, Sites, products and Services. We may use third-party service providers to support AI Features. These providers act as subprocessors under contract with us and are required to provide adequate data protection safeguards.
  • if you register for or attend a PagePort event, PagePort may share participant information (e.g., your name, organization, work email) with other participants, organizers or hosts of the same event in order to facilitate the event and the subsequent exchange of ideas. PagePort may also share your contact details with event sponsors where you have consented (e.g., through registration) to these sponsors contacting you regarding their own offerings. Your contact details may also be used by other hosts of the same event, such as to send marketing material, according to their privacy notices provided to you;
  • sharing with non-PagePort companies or entities where authorized or required by law. This can happen when we: (i) comply with court orders, subpoenas, and lawful discovery requests, and as otherwise authorized or required by law; (ii) detect and prevent fraud; (iii) provide or obtain information related to payment for your service, (iv) route your calls or other communications, (v) defend and enforce our legal rights.

PagePort will only share Personal Data to the extent needed to perform the relevant use and will take such steps as are necessary to safeguard Personal Data. For example, our vendors, advisors and contractors are required to keep such Personal Data confidential and not to use it other than for the purposes intended. PagePort partners are obliged to comply with the privacy rules set out in their agreement with PagePort. PagePort does not sell or rent Personal Data to third parties.

Access to Recordings is strictly limited to: (i) Customer and its authorized users; and (ii) our personnel and subprocessors with a need to know in order to support or secure the Services, each subject to confidentiality obligations. We may disclose Recordings if required by applicable law, regulation, or valid legal process.

PagePort may also disclose Personal Data to comply with legal requirements, such as in relation to legal proceedings or investigations by governmental or law enforcement agencies (including national security agencies), or to meet tax or other reporting requirements, including to (a) protect and defend the rights or property of PagePort, including the defense and management of legal claims and investigations, (b) act in urgent circumstances to protect the personal safety of users our Services, our PagePort team members, or the public, (c) as part of a merger or change in corporate ownership or control, and/or (d) as otherwise permitted or required by applicable law.

5. LEGAL BASIS FOR PROCESSING

If the legal basis for the processing is your consent, you have the right to withdraw at any time your consent to the processing, without this affecting the lawfulness of previous processing under your consent, until the date of your withdrawal. This might lead, however, to your inability to interact with the Services.

6. COOKIES AND SIMILAR TECHNOLOGIES

As is true of most websites, when you visit our Sites, cookies will be placed on your device (computer, mobile or tablet). A "cookie" is a small text file that is placed on your device by websites you visit. Some of the cookies we use are strictly necessary to operate our Sites, others relate to the Site's performance, functionality, and/or to advertising. Information relating to a cookie or similar technology may include identifiers such as IP address, and information like general location, browser type and language, and internet activity such as timestamps. PagePort uses the following types of cookies and similar technologies on our Sites:

Strictly Necessary: These cookies enable the Sites to function correctly and deliver the Services and products you have requested. These cookies do not gather information about you that could be used for marketing or remembering other websites you have visited on the internet.

Functional: These cookies do things like remember your preferred language, understand your preferences and associate users to forms submitted to enable pre-completion of subsequent forms as well as improve and customize your experience on our Sites.

Performance: We use third-party analytics tools to help us analyze how our Sites and other electronic mediums are used, such as allowing us to compile reports on website activity, providing us with other services relating to website activity and internet usage, and whether email communications are opened or left unread.

Advertising: These cookies may be set on our Sites by our advertising partners. They may be used to build a profile of your interests and/or show you relevant adverts on other sites. If you wish to not have your online information used for this purpose you can also visit resources such as https://optout.networkadvertising.org and/or https://www.youronlinechoices.eu (please note these and similar resources do not prevent you from being served ads as you will continue to receive generic ads).

Cookies can be session-based (which disappear once you close your device or browser) or persistent (which remain on your device afterwards). PagePort may also rely on cookies or similar technology operating on other websites, for example to display our advertisements to you. You can generally disable the use of cookies by changing your browser settings. You may also adjust your browser settings, however if you choose to not have your browser accept cookies from the PagePort Sites, you will not be able to experience a personalized visit and it may limit your ability to use some features on our Sites. For more information about cookies, visit https://www.aboutcookies.org. We may also use pixels, web beacons and similar technologies on our Sites and in emails, for example in a marketing email that notifies us if you click on a link in the email.

7. PROTECTIONS OF PERSONAL DATA

PagePort takes appropriate precautions to protect Personal Data from loss, misuse, unauthorized access, disclosure, alteration or destruction. Such measures may include (i) using security controls such as, passwords, firewalls and/or encryption, (ii) restricting Personal Data to those with a legitimate purpose in receiving/accessing it, (iii) deidentifying Personal Data, or assigning codes or pseudonyms when the personal identifiers are not required for the purpose at hand, (iv) providing training and internal policies to team members to embed privacy and security across our organization, and (v) putting in place relevant procedures (such privacy and security vetting) and contracts relating to the use and protection of Personal Data with third parties. Recordings are stored in encrypted form in our designated cloud infrastructure.

Although we will do our best to protect the personal information you provide to us, we advise that no method of electronic transmission or storage is fully secure, and no one can guarantee absolute data security.

You are responsible for selecting any password and its overall security strength, ensuring the security of your own information within the bounds of our Services. For example, ensuring any passwords associated with accessing your personal information and accounts are secure and confidential.

For inquiries related to data security please contact PagePort at: support@slant.app

8. HOW LONG WE RETAIN PERSONAL DATA

PagePort will retain and process Personal Data for a period of time consistent with the purpose of collection (see section 3 above) and/or as long as necessary to fulfil our legal obligations. We determine the applicable retention period by taking into account the (i) amount, nature and sensitivity of the Personal Data, (i) relevant use, including whether we can achieve the use through other means (e.g., by using deidentified data); (iii) potential risk of harm from unauthorized use or disclosure of the Personal Data, and (iv) applicable legal requirements (e.g., statutes of limitation).

9. CHILDREN'S PRIVACY

We don't knowingly collect personal information from anyone under 18. We also won't contact a child under 18 for marketing purposes without parental consent. PagePort Services are intended for adult use and not for use by minors.

10. YOUR RIGHTS AND CONTROLLING YOUR PERSONAL INFORMATION

If you have declared your consent regarding certain collecting, processing and use of your Personal Data, You can revoke this consent at any time with future effect by notifying support@slant.app. For example, if you have given your consent to PagePort in this respect, you may opt out of receiving marketing communications from us by using the unsubscribe link within each email, or by contacting us and requesting that you are removed from our marketing email list or registration database.

PagePort provides you with means to ensure that your Personal Data is correct and up-to-date. You can update your Personal Data in your PagePort account. You are entitled to request the correction, update, restriction and deletion of your Personal Data under the conditions mentioned in this Privacy Policy. You have the right to object at any time, based on legitimate grounds, regarding the processing of your Personal Data by PagePort.

Marketing permission: If you have previously agreed to us using your personal information for direct marketing purposes, you may change your mind at any time by contacting us using the details below.

Non-discrimination: We will not discriminate against you for exercising any of your rights over your personal information. Unless your personal information is required to provide you with a particular service or offer (for example providing user support), we will not deny you goods or services and/or charge you different prices or rates for goods or services, including through granting discounts or other benefits, or imposing penalties, or provide you with a different level or quality of goods or services.

Notification of data breaches: We will comply with laws applicable to us in respect of any data breach.

11. CONTACT OR COMPLAINT INFORMATION

PagePort strives to resolve complaints about your privacy and our collection or use of your personal information. If you have a complaint please write to support@slant.app

12. CHANGES TO THIS NOTICE

PagePort reserves the right to modify or update this Notice from time to time to reflect changes in technology, our practices, law and other factors impacting the collection/use of Personal Data. You are encouraged to regularly check this Notice for any updates. We may also collect, use and disclose Personal Data for other purposes otherwise disclosed to you at the time of collection/processing in a supplementary notice.

Last updated: August 14, 2026

Be the reason behind the retirement party, the second home, the peace of mind.

Slant