This Privacy Policy describes how InSync Analytics Incorporated (“InSync,” “we,” “us,” or “our”) collects, uses, and protects information in connection with the InSync Consensus Excel add-in (the “Add-in”) and related services. By installing, accessing, or using the Add-in, you agree to the practices described below.

1. Who We Are

InSync Analytics Incorporated is a Delaware corporation with its registered address at 8 The Green, STE A, Dover, DE 19901. This Privacy Policy applies specifically to the Consensus Add-in. For our general website privacy practices, see our main Privacy Policy.

2. Information We Collect

The Add-in is designed to operate primarily within your local Excel environment. We may collect the following categories of information:

• Account information: name, business email address, organization, and entitlement/license details required to authenticate your access to consensus data.
• Usage data: feature usage, query parameters (such as tickers or date ranges requested), error logs, and diagnostic information used to operate and improve the Add-in.
• Device and technical data: Excel version, operating system, and add-in version, collected automatically for compatibility and support purposes.
• Communications: information you provide when contacting our support or sales teams.

The Add-in does not access, read, or transmit the contents of your workbook beyond the specific cells and ranges you choose to populate with InSync data, and does not access other files on your device.

3. How We Use Information

• To authenticate users and deliver licensed consensus, earnings, and KPI data into Excel.
• To operate, maintain, secure, and improve the Add-in.
• To provide customer support and respond to inquiries.
• To communicate product updates, maintenance notices, and, where permitted, relevant offerings.
• To comply with legal obligations and enforce our Terms of Use.

4. Data Sharing

We do not sell your personal information. We may share information with:

• Service providers who support hosting, authentication, analytics, or customer support, under confidentiality obligations.
• Regulators or authorities where required by law.
• A successor entity in connection with a merger, acquisition, or sale of assets, subject to this Policy continuing to apply.

5. Data Retention

We retain account and usage data for as long as your subscription is active and for a reasonable period thereafter to comply with legal, accounting, or reporting obligations, or to resolve disputes.

6. Data Security

We use industry-standard administrative, technical, and physical safeguards, including encryption in transit and role-based access controls, designed to protect information from unauthorized access, disclosure, alteration, or destruction. No method of transmission or storage is completely secure, and we cannot guarantee absolute security.

7. Your Rights

Depending on your jurisdiction, you may have rights to access, correct, delete, or restrict the use of your personal information, and to object to certain processing. To exercise these rights, contact us at compliance@insyncanalytics.com.

8. Children’s Privacy

The Add-in is intended for business use and is not directed to individuals under the age of 18. We do not knowingly collect personal information from children.

9. International Data Transfers

Your information may be processed and stored in the United States or other jurisdictions where InSync or its service providers operate. We take steps to ensure appropriate safeguards are in place for any cross-border transfer.

10. Changes to This Policy

We may update this Privacy Policy from time to time. Material changes will be reflected by updating the “Last updated” date above. Continued use of the Add-in after changes take effect constitutes acceptance of the revised Policy.

11. Contact Us

If you have questions about this Privacy Policy or how your information is handled, contact us at:

compliance@insyncanalytics.com
InSync Analytics Incorporated, 8 The Green, STE A, Dover, DE 19901, United States