Legal
Cookie Policy
Last updated
On this page
This Cookie Policy explains the cookies and browser storage IntelliWealthPro uses, and how to control them. It sits alongside our Privacy Policy.
Two parts of the site, two rules
- Public pages — the home page, blog, calculators and these legal pages. Analytics may run here, as described below.
- The signed-in app — the distributor back office and the client portal. It uses only the storage it needs to work. No analytics or advertising scripts run in the signed-in app. If an analytics script was loaded on a public page and you then move into the app, it is switched off, or the page reloads without it, as soon as you leave the public pages.
We do not use advertising cookies, and we do not sell data collected through cookies.
Analytics on public pages
Analytics runs only on the public website. These tools may be used:
| Tool | Who provides it | What it does |
|---|---|---|
| Google Analytics 4 | Counts visits and pages viewed, and where visitors came from, using its own cookies. | |
| Google Tag Manager | Loads and manages the website's measurement tags, such as Google Analytics, on public pages. | |
| Microsoft Clarity | Microsoft | Records how visitors scroll and click on public pages, as heatmaps and session replays, using its own cookies. |
These tools receive information such as the pages you view, your browser and device type, approximate location derived from your IP address, and how you interact with the page. They do not receive anything from the signed-in app. Each provider handles this data under its own privacy terms.
Essential storage in the app
These are needed for the service to work and cannot be switched off while you use it. They are first-party: they are set by IntelliWealthPro and are not shared with other websites.
| What | Where it is kept | Why |
|---|---|---|
| Sign-in cookie | Cookie, up to 7 days | Tells the site you are signed in, so it can show the right pages. Removed when you sign out. |
| Your session | Browser local storage | Keeps you signed in between visits and remembers your roles. Cleared when you sign out. |
| Unfinished forms | Browser local storage | Saves a client or onboarding form you are part-way through, so a refresh does not lose it. Kept separately for each user, and cleared when the form is finished, started again, or you sign out. |
| Saved reports | Browser database (IndexedDB), up to a day | Keeps recently opened reports on your device so they open faster. Cleared when you sign out. |
| Display preferences | Browser local storage | Remembers choices such as light or dark theme, hidden amounts, firm branding, table page size and panel layout. |
Your choices
- You can block or delete cookies and site data in your browser settings. Blocking essential storage will sign you out and parts of the app will not work.
- To opt out of Google Analytics on any site, you can use Google's browser add-on.
- Signing out clears your session from the browser you used.
Changes to this policy
If we add a tool that sets cookies, we will update this page first. The date at the top shows when it last changed.
Contact
Questions about cookies: support@intelliwealthpro.com.