Privacy Policy

Last Updated: September 4, 2026

Last Updated: September 4, 2026

What We Do

PropelMapper provides software-as-a-service to professional advisory teams, enabling them to manage client relationships, capture field observations, and streamline advisory workflows. PropelMapper, Inc. is a Delaware corporation based in Boston, Massachusetts.

Our Role: Controller and Processor

PropelMapper Has Two Roles

We act in different capacities depending on what information we are handling. This is important to understand:

We Are the Controller For Your Account

For information about you and your business, PropelMapper is the controller. This includes:

  • Your name, email, and contact details
  • Your team members' account information
  • Payment and billing information
  • How you use the PropelMapper platform
  • Your business information (company name, registration)

What this means: we decide how to collect and use this information to provide you with PropelMapper services. We are responsible for protecting it and for our own compliance with the privacy laws that apply to this data.

We Are Your Processor For Client Data

For information about your clients and the people you serve, PropelMapper is the processor. Where U.S. state privacy laws apply, you are the business and we act as your service provider. This includes:

  • Client contact information
  • Business locations and operational data
  • Field observations and voice notes
  • Service information and recommendations
  • Any other client information you enter

What this means: you control this information and decide how it is used. You are responsible for giving your clients any notice the law requires and for obtaining any consent it requires. We process it only to provide our platform services to you, on your instructions. We keep it secure and confidential, and you remain responsible for compliance in your client relationships.

In Simple Terms

  • Your account info: PropelMapper is responsible
  • Your client data: you are responsible, we process it for you

Your Information

  • Your team's information belongs only to your team
  • No other teams can see your information
  • We store everything securely in the United States
  • We keep your information while your account is active, and for 90 days after closure

Information We Handle

  • Business information about your clients and their operations
  • Team member information for account access
  • Voice notes and location data for field work

Third Party Services We Use

What We Use

We use carefully selected service providers to help run PropelMapper:

  • AI services for voice transcription
  • Cloud hosting providers located in the United States
  • Payment processing (Stripe)

How They Handle Your Data

All third party services:

  • Keep data for 30 days or less (only for processing)
  • Do not use your data to train AI models
  • Have strong security standards (SOC 2 certified)
  • Are contractually required to protect your data

How We Use Data for Product Improvement

Anonymized and Aggregated Data

We may use anonymized and aggregated data for internal analysis and product improvement. This means data that:

  • Has been stripped of all identifying information (names, contact details, specific locations)
  • Is combined into statistical summaries across many users
  • Cannot be linked back to you or your clients

Examples: feature usage rates, average number of field visits, technical performance metrics, and aggregate platform statistics.

What We Will Never Do

  • Use identifiable client data to train PropelMapper's own AI models without obtaining separate, explicit consent from you first
  • Sell or share identifiable data with third parties for their own purposes
  • Use your client data to benefit other PropelMapper customers in any identifiable way

Your Control

If you prefer that even anonymized data from your account not be used for product improvement, contact us at support@propelmapper.com and we will exclude your data from anonymized analytics.

How We Keep Your Data Safe

  • Your data is encrypted when traveling between your device and our servers
  • Each team's data is completely separated, so no team can access another team's information
  • Only your team and authorized PropelMapper support staff can access your information
  • We store your data in secure U.S. facilities with regular backups
  • All our team members are trained in data protection and sign confidentiality agreements

If Something Goes Wrong

If we discover a security incident that affects your data, we will notify you within 48 hours. This gives you time to notify your clients and any regulator, if the law requires you to.

Your Rights

Basic Rights

  • See your information
  • Fix incorrect information
  • Export your data
  • Delete your account

State Privacy Rights

Residents of California, Colorado, Connecticut, Virginia, and other states with comprehensive privacy laws have additional rights over the account information we hold as controller. These include the right to access, correct, delete, and obtain a portable copy of that information, and the right to opt out of its sale or of targeted advertising.

We do not sell personal information, and we do not share it for cross-context behavioral advertising. We will not discriminate against you for exercising any of these rights.

To make a request, email support@propelmapper.com. We will verify your identity before acting on it, and respond within the time the applicable law allows. You may designate an authorized agent to make a request on your behalf.

For client data we process on your behalf, requests should go to the advisory organization that entered the data. We will forward any request we receive directly to them.

Global Privacy Control

Our website honors opt-out preference signals sent by your browser, including Global Privacy Control. We do not respond to Do Not Track headers, which have no agreed standard.

Cookies and Website Tracking

What We Track

On our public website (propelmapper.com), we use cookies and tracking tools to:

  • Keep you signed in to your account
  • Understand how visitors use our website
  • Improve our marketing and measure ad effectiveness

Your Choice

We use an opt-in approach for marketing cookies. When you first visit our website, we ask for your permission before setting any marketing or analytics cookies. You can:

  • Accept all cookies
  • Accept only essential cookies (required for the site to work)
  • Change your mind later through your browser settings

Inside the Application

Inside the PropelMapper application (after you log in), we only use essential cookies needed to keep you signed in and make the platform work. We do not track your activity for marketing purposes inside the application.

Children's Privacy

PropelMapper is a business platform for professional advisors. It is not directed at children, and we do not knowingly collect personal information from anyone under 13. If we learn that we have, we will delete it.

Changes to This Policy

We update this policy when our practices change. The date at the top shows the last revision. For material changes, we notify account holders by email before the change takes effect.

Questions or Concerns?

Privacy contact

PropelMapper, Inc.

63 Mossdale Rd, Boston, MA 02130, United States

Email: support@propelmapper.com