Last updated: 16 July 2026
This Privacy Policy explains how Pano Wealth, Inc. (“Pano”, “we”, “us”) collects, uses, and shares information when you visit panowealth.com and related pages, use our website forms or chat widget, request a demo, or contact us.
This Privacy Policy applies to the website only. If your firm becomes a customer of the Pano platform, that relationship may be governed by separate agreements.
Questions: info@panowealth.com
Information you provide. If you request a demo, submit a form, use our chat widget, or contact us, we may collect information you provide, such as your name, work email, phone number, firm name, role, and message.
Website and analytics information. We may collect basic information about how visitors use the Site, such as pages viewed, device and browser type, approximate location, referring site, and interactions with the Site.
We use Google Analytics 4 to understand website traffic and improve the Site. Google Analytics uses cookies, such as _ga and _ga_*, and does not directly identify you to us.
Our forms, scheduling tools, and chat widget may also use cookies or similar technologies to operate properly and support communications.
We do not sell personal information, use advertising cookies, or share personal information for third-party advertising.
You can control cookies through your browser settings. You can also opt out of Google Analytics by using the Google Analytics Opt-out Browser Add-on.
We use information to:
You may opt out of marketing emails or text messages at any time. For text messages, you may reply STOP to unsubscribe or HELP for help, where supported.
If you provide your phone number and consent to receive messages, Pano may contact you by text message or phone call about your inquiry and related Pano communications. Message and data rates may apply. Message frequency may vary. Consent is not a condition of purchase.
Marketing emails and text messages will be sent only where permitted by law or with your consent. You can unsubscribe from marketing emails using the unsubscribe link in the email, where available, or by contacting us at info@panowealth.com.
We may share information with service providers that help us operate the Site and communicate with visitors, including providers that support website hosting, analytics, forms, scheduling, chat, SMS, and website operations.
These service providers process information on our behalf or as otherwise permitted by their own terms and privacy policies.
We keep inquiry, demo request, chat, and contact information only as long as reasonably needed for business, legal, security, or recordkeeping purposes.
Analytics data is retained according to our analytics settings.
We use reasonable safeguards designed to protect personal information. However, no method of transmission or storage is completely secure, and we cannot guarantee absolute security.
The Site is intended for business and informational use and is not directed to children under 13. We do not knowingly collect personal information from children under 13.
You may contact us to request access to, correction of, or deletion of personal information we hold about you, subject to applicable law.
To make a request, email info@panowealth.com.
We may update this Privacy Policy from time to time. If we make changes, we will post the revised version on this page and update the “Last updated” date.
Pano Wealth, Inc.
Email: info@panowealth.com