Privacy Policy

Registered and unregistered users of this site ( must accept the Terms of Use and this Privacy Policy to enter this site.

RiskPro® is offered by ProTools, LLC, a California limited liability company (the “Company”, “us, or “our”) located at 2077 West Coast Highway, Suite A, Newport Beach, CA 92663.

The Company provides this site ( for its registered users (herein “user”, “you”, or “your”). This Privacy Policy, which may be amended from time to time, provides disclosure of the collection and use of private information that may be obtained while browsing and interacting with this site. Any changes or updates will be effective immediately upon posting to this site.

Information We Collect
The Company may collect and process the personal information you provide to us when you:

  • Register to use the tools and resources via the site and provide information required to use these tools and resources.
  • Fill out forms on this site.
  • Construct portfolios and allocations.
  • Register or subscribe to our newsletters or other information.
  • Authentication information as an authorized user.
  • Contacting the Company with any request(s).
  • Generating outputs and reports.
  • Complete surveys issued by Company.

Company also may collect information about your browsing session, including, but not limited to the IP address and information regarding the computer or mobile device used to access the site. We may combine the information that we collect through the site with personal or other information that we obtain from other sources or that we collect from you in other contexts (such as when you email us, call us, or engage us for other services). If the information collected is about you or relates to you, or is combined with such information, Company will treat it as “personal information”.

Online Tracking
This site may periodically collect information from users through automated means. When a user browses the site or utilizes the tools and resources therein, the site may use “cookies” or other online tracking mechanisms in order to provide better service, facilitate your use of the site, store online preferences, track usage of the site, tailor the marketing of business services to our institutional customers, or enhance security.

What are Cookies?
Cookies are text files that contain small amounts of information downloaded to your computer or device when you visit a site. Cookies are then sent back to the originating site on each subsequent visit, or to another site that recognizes that particular cookie. Cookies allow a site to recognize a user’s device, enable users to more efficiently navigate the site, remembering user preferences, and generally improve the user experience. Some of this site’s cookies are used for web analytics and intelligence about the site. This information may be combined with other information for the purposes described below, including marketing.

What if I don’t want to be tracked?
By using this site, you agree that the site may place cookies on your device and use other online tracking mechanisms as explained in this Privacy Policy. If you want to remove existing cookies from your device, you can do this through your browser settings. Deleting and blocking cookies will have an impact on your user experience and may result in certain portions of the site being inaccessible or inoperable.

Information Sharing
The information that we collect enables Company to provide you with access the site and its tools and resources. The purposes for which your information may be processed include but are not limited to the following:

  • To offer an enhanced, personalized online experience.
  • To authenticate you as an authorized user.
  • To fulfill your operational requests.
  • To contact you for marketing purposes consistent with the applicable laws.
  • To respond to inquiries and requests; preventing fraud; and monitoring and archiving communications.

The Company may disclose or share personal information to its affiliates for various purposes, as permitted by law, including in order for its affiliates to provide services.

Company may also share personal information with government agencies, exchanges, or other self-regulatory organizations and law enforcement authorities as required or permitted by law, rule, regulation or legal process, including, without limitation, for governmental reporting or to enforce any rights Company may have against you as necessary.

Company may disclose or share personal information to unaffiliated third parties with whom it has contracted to perform services on its behalf. Company requires its third-party servicers to agree to comply with appropriate privacy and security standards or to undertake to provide similar and appropriate levels of protection as Company when processing personal information.

Company uses information collected on this site to market business services to various institutional customers.

Storing Personal Information
The Company maintains internal policies and procedures in an effort to protect your personal information. We use security measures, in compliance with applicable law(s), to protect personal information from unauthorized access or use. Yet you should understand that the open nature of the Internet is such that information and personal information may flow, without security measures, over networks connecting you to our systems and may be accessed and used by people/system other than those for whom the data is intended.

To safeguard against unauthorized access to personal information by third parties, all electronic personal information held by Company is maintained on systems protected by secure network architectures that contain firewalls and intrusion detection. The site may, from time to time, contain links to and from the sites of third parties. If you follow a link to any of these sites, please note that these sites have their own privacy policies and practices and that the Company does not accept any responsibility or liability for these notices, practices or sites. Please check these policies before you submit any personal information to these sites.

User Rights
As a person who provides Company with personal information, you may inquire as to the nature of the personal information stored at and/or processed by Company. You will be provided reasonable access to your personal information held by Company and, where appropriate, with the ability to review and correct inaccuracies. Company will cooperate in providing such access. All such requests for access may be made by contacting us at

To help protect your privacy and provide security, Company takes reasonable steps to verify your identity before granting access to information. Company shall respond to such reasonable request made by you within such time period as required under applicable law after your identity has been confirmed and you have clarified the specific personal information that you require. If you demonstrate that the purpose for which the personal information is being processed is no longer legal or appropriate, the personal information will be deleted, unless the law or applicable data retention requirements require otherwise.

How to contact us
If you have questions or comments about this Privacy Notice, or about how your data is processed, please contact us at

Effective date: November 1, 2019