WiseUpBeam Financial Education

Professional Development in Financial Reporting

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Cookie Policy

How WiseUpBeam uses cookies and tracking technologies to improve your experience

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What Are Cookies?

Cookies are small text files stored on your device when you visit wiseupbeam.com. These files help us remember your preferences, understand how you use our financial reporting platform, and improve your overall experience.

We use various types of tracking technologies beyond traditional cookies, including web beacons, pixel tags, and local storage. Each serves a specific purpose in making our platform more useful for investors seeking financial insights.

Types of Cookies We Use

Essential Cookies

Required for basic site functionality, security, and user authentication. These cookies cannot be disabled as they're necessary for the platform to work properly.

Functional Cookies

Remember your preferences like dashboard layouts, report formats, and language settings. These enhance your experience but aren't strictly necessary.

Analytics Cookies

Help us understand which reports are most valuable, how users navigate our platform, and where we can improve the investor experience.

Marketing Cookies

Track your interests to show relevant content about financial reporting topics that might interest you across different websites.

How Cookies Enhance Your Experience

When you access financial reports on our platform, cookies help us remember which companies you follow most closely. This means we can surface relevant quarterly reports and market insights without you having to search for them every visit.

Our tracking technologies also help us understand which analytical tools are most useful. For instance, if many investors spend time with our cash flow analysis features, we know to prioritize improvements in that area.

Cookies also enable us to maintain your dashboard preferences. Your customized view of financial metrics, preferred chart types, and notification settings are all preserved between sessions, making your workflow more efficient.

Data Retention and Control

Cookie Lifespan

Most cookies expire after 12 months, though some essential session cookies are deleted when you close your browser. Marketing cookies may persist for up to 24 months to maintain consistent experiences across your interactions with financial content.

You have full control over your cookie preferences. The button at the top of this page allows you to reject all non-essential tracking immediately. Your choice is stored and respected across all future visits to wiseupbeam.com.

We regularly review and delete outdated tracking data. Personal preferences and analytical insights older than our retention periods are automatically purged from our systems.

Managing Browser Settings

Browser Cookie Controls

  • Chrome: Settings → Privacy and Security → Cookies and other site data
  • Firefox: Options → Privacy & Security → Cookies and Site Data
  • Safari: Preferences → Privacy → Manage Website Data
  • Edge: Settings → Site permissions → Cookies and stored data

Most browsers allow you to block all cookies, but this may significantly impact functionality on financial platforms like ours. Many features that help you track investment data efficiently require some form of data storage.

For the best experience while maintaining privacy, we recommend using our preference controls rather than blanket browser restrictions. This gives you granular control over what data we collect while preserving the features you find valuable.

Third-Party Services

Some cookies on our platform come from trusted third-party services that help us deliver financial data and analytics. These include market data providers, security services, and analytical tools that enhance our reporting capabilities.

We carefully vet all third-party tracking to ensure it aligns with our privacy standards and provides genuine value to investors. We don't allow unnecessary tracking or services that compromise your privacy for minimal benefit.

When you opt out of non-essential cookies, we also disable third-party marketing and analytics tracking while maintaining essential security and functionality services.

Questions About Our Cookie Policy?

Contact us at contact@wiseupbeam.com

2556, N3300INB, Antonio de Llamas

N3300INB Posadas, Misiones, Argentina

+543884223635

Last updated: February 2025
WiseUpBeam

WiseUpBeam

Advancing financial literacy through comprehensive reporting education designed for modern investors and finance professionals.

Contact Information

Address: 2556, N3300INB, Antonio de Llamas, N3300INB Posadas, Misiones, Argentina
Phone: +543884223635
Email: contact@wiseupbeam.com

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