Get Aspen is an AI implementation firm for financial advisors. We become your AI growth team, powered by Aspen Agent, our AI platform built for advisors.

Who does Aspen work with?

Aspen works with ambitious financial advisory firms and RIAs that want to grow through AI-powered strategy, content, lead generation, client servicing, and automation.

How is Aspen different from marketing software?

Aspen is an AI agent that runs the work, not a tool the advisor has to configure. It sounds like the firm, stays compliant, and operates as a teammate that executes across marketing, lead follow-up, and client communication.

What does Aspen Agent do for a firm?

Aspen Agent runs websites, lead generation, outreach sequences, content, email nurture, and client servicing workflows like annual reviews, referrals, and Google reviews — end to end.

How do I get started with Aspen?

Book a call with the Aspen team to walk through your firm's goals. If it is a fit, Aspen builds and runs your growth engine for you.

Privacy Policy

At AVO Insights, doing business as Aspen ("we," "our," or "us"), we are committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our application and services.

By using our website or services, you agree to the terms outlined in this Privacy Policy.

Information We Collect

We may collect information you voluntarily provide, including your name, email address, phone number, company name, onboarding details, and payment information. If you connect Aspen to third-party tools, such as CRMs or meeting platforms, we may collect related data such as contacts, meeting notes, and action items to deliver our services effectively. We also automatically collect technical information like your IP address, browser type, and activity on our site using cookies and analytics tools.

How We Use Your Information

We use your information to deliver and improve our services, customize your experience, manage billing and subscriptions, support compliance review processes, analyze how our platform is used, and comply with legal obligations. Your data may also be used to create and submit branded materials on your behalf, subject to your approval.

AI and Automated Processing

Aspen uses artificial intelligence and automated systems to process your data, generate content, and deliver services. AI-generated outputs may be inaccurate, incomplete, or unsuitable for your specific circumstances. We do not guarantee the accuracy of any AI-generated content, and you are responsible for independently reviewing and verifying all outputs before use.

How We Share Information

We do not sell your data. We may share your information with vendors and service providers who help us operate Aspen, such as cloud storage and payment processing partners. We may also share information when required to comply with legal obligations, enforce our terms, or in connection with a business transfer such as a merger or acquisition.

Google Calendar Integration

Aspen offers an optional integration that lets an advisor connect their Google Calendar. If you choose to connect, Aspen requests read-only access to your calendar events (calendar.events.readonly) and your primary Google Account email address (userinfo.email). We do not request access to Gmail, Google Drive, contacts, or the ability to create, modify, or delete calendar events.

We use Google Calendar event data for a single purpose: to display your meetings on the relevant contact's timeline inside the Aspen CRM, so you can see scheduled and past meetings alongside other client activity. We store event metadata — title, start and end time, attendee email addresses, and location — associated with your Aspen account. We do not use this data to train generative AI or machine learning models.

We do not sell Google user data, share it with third parties for advertising, or use it for any purpose other than providing the calendar features described above. Aspen's use and transfer of information received from Google APIs adheres to the Google API Services User Data Policy, including the Limited Use requirements.

You may disconnect the integration at any time from Settings → Personal integrations → Calendars → Google Calendar, and you can revoke Aspen's access from your Google Account permissions page. On disconnect we stop syncing and remove connection credentials. You may contact us to request deletion of related data.

Meta (Facebook and Instagram) integrations

Aspen Agent ("Aspen") allows customers to connect their Meta accounts so they can use Aspen features such as:

connecting a Facebook Page for organic social publishing;
connecting Meta ad accounts to create and manage advertising campaigns;
retrieving lead form information from Meta lead ads, when that feature is used;
related Page and Business Manager information needed to operate those features.

When you choose to connect Meta through Aspen, Meta may share information with us based on the permissions you approve during Facebook Login. Depending on the features you enable, this may include identifiers and metadata for your Facebook Pages, Instagram professional accounts linked to those Pages, Meta ad accounts, campaigns and related ad objects, Page roles/access needed to publish, and lead form submission data tied to ads you run through Aspen.

How we use this information

We use Meta-connected data only to provide and operate the Aspen features you request, including:

authenticating your connection;
listing Pages and ad accounts you can access;
publishing organic posts you explicitly create or approve in Aspen;
creating, updating, pausing, or reporting on Meta ad campaigns you manage in Aspen;
processing Meta lead form leads into your Aspen workspace when that feature is enabled;
troubleshooting, security, and customer support for these integrations.

We do not sell Meta-connected data. We do not use Meta data to build unrelated advertising audiences for Aspen's own marketing, and we do not use it for purposes unrelated to providing the Aspen service you connected.

Customer control

Connecting Meta is optional. You can disconnect Meta integrations in Aspen settings, and you can also revoke Aspen's access in your Meta / Facebook settings. Disconnecting or revoking access stops future access; it may not automatically delete historical records already stored in Aspen (such as previously imported leads or campaign records created while the connection was active).

Data deletion requests

To request deletion of Meta-related data Aspen stores about your account or firm, contact us at support@getaspen.com (or your Aspen support contact) with the subject line "Meta data deletion request." Please include your Aspen account email and firm name. We will verify the request and delete or de-identify Meta-connected data we control, except where we must retain information for legal, security, accounting, or legitimate business records obligations. If Meta provides a user data-deletion callback for the Aspen app, we will process those requests in accordance with Meta's requirements and this policy.

Third-party terms

Your use of Meta products remains subject to Meta's terms and policies. Aspen's processing of Meta data is also described in this Privacy Policy and any applicable customer agreement.

Data Retention and Storage

We retain personal data only as long as necessary to provide services to you or meet legal requirements. After the end of your agreement, you may request that we delete your data, unless we are required to retain it for compliance, legal, or operational reasons.

Security

We use reasonable technical, administrative, and physical safeguards to protect your data. While we take security seriously, no method of internet transmission is 100% secure, and we cannot guarantee absolute protection.

Your Rights

You may have the right to access, correct, delete, or object to the processing of your personal data, depending on your jurisdiction. You may also withdraw your consent where processing is based on it. To make a request, contact us at support@getaspen.com.

Cookies

We use cookies to understand how users interact with our website, personalize your experience, and monitor site performance. You can disable cookies through your browser settings, but doing so may affect how the site functions.

Third-Party Links

Our website and materials may contain links to external websites or services. We are not responsible for their privacy practices or content.

Policy Updates

We may update this Privacy Policy from time to time. Changes will be posted on this page, and continued use of our site or services after updates indicates your acceptance of the revised policy.

Contact Us

If you have questions about this policy, email us at support@getaspen.com.