EYA Earnings
EYA Earnings is operated by Family Wealth Financial Services.
EYA Earnings is a business management, activity tracking, commission calculation, case tracking, projection, and business intelligence platform designed for financial professionals.
This Privacy Policy explains how EYA Earnings collects, uses, stores, and protects information when users access or use our website, web application, or mobile applications.
1. Information We Collect
Depending on how EYA Earnings is used, we may collect:
Account Information
- Name
- Email address
- Profile information
- Authentication and account identifiers
Business Information
Users may enter business-related information into EYA Earnings, including:
- Prospect information
- Contact information
- Cases and applications
- Activity information
- Appointment information
- Production information
- Commission-related information
- Business goals and related records
Users are responsible for ensuring they have the appropriate authority or permission to enter and process information relating to their prospects, clients, or other individuals.
Subscription and Payment Information
EYA Earnings may process information necessary to manage subscriptions and payments.
Payment transactions may be processed by third-party payment providers such as Stripe. EYA Earnings does not need to store complete payment-card information when payment information is processed directly by the applicable payment provider.
Technical and Support Information
We may collect limited technical information necessary to operate, secure, troubleshoot, and support EYA Earnings, such as:
- App version
- Platform
- Browser or device information
- Current application page
- Date and time
- User/account identifiers
Support diagnostics are designed not to automatically include prospect, client, case, financial, premium, commission, or production information.
2. How We Use Information
We may use information to:
- Provide and operate EYA Earnings
- Authenticate and manage user accounts
- Save and synchronize user information
- Calculate commissions and projections
- Track business activity
- Track cases and applications
- Generate reports and business insights
- Provide personalized activity recommendations
- Improve EYA Earnings
- Process and manage subscriptions
- Provide customer support
- Troubleshoot technical problems
- Maintain the security and integrity of the service
- Comply with applicable legal obligations
3. Personalized Business Intelligence
EYA Earnings may analyze a user's own activity and conversion history to provide personalized business recommendations.
For example, EYA may learn historical patterns involving:
- Prospects contacted
- Conversations
- Appointments scheduled
- Appointments completed
- Application submissions
- Recruiting outcomes
This information may be used to help users understand their historical performance and estimate the activity necessary to achieve business objectives.
These recommendations are based on information available within the user's EYA Earnings account and should not be considered guarantees of future results.
4. Third-Party Services
EYA Earnings may use third-party service providers where necessary to operate and provide the service.
These may include providers supporting:
- Cloud infrastructure and data storage
- Authentication
- Payment processing
- Email and customer support
- Application hosting
- Optional CRM integrations
Examples may include Google/Firebase, Stripe, and GoHighLevel when applicable.
These providers may process information according to their respective roles, terms, and privacy practices.
EYA Earnings does not sell users' personal information.
5. CRM and Other Integrations
EYA Earnings may allow users to connect supported third-party services, including CRM platforms.
When a user voluntarily connects an integration, EYA Earnings may transmit information necessary to provide the requested integration.
Third-party integrations are optional and may be disconnected where supported.
Use of information by a connected third-party service may also be governed by that provider's privacy policy and terms.
6. Data Sharing
We do not sell personal information.
Information may be shared with service providers when reasonably necessary to operate EYA Earnings, process payments, provide integrations, maintain security, provide support, or comply with applicable law.
We may also disclose information when required by law, legal process, or a valid governmental request, or when reasonably necessary to protect the rights, security, and integrity of EYA Earnings, our users, or others.
7. Data Security
EYA Earnings uses reasonable administrative, technical, and organizational safeguards designed to protect information against unauthorized access, loss, misuse, alteration, or disclosure.
However, no electronic storage, information system, or method of transmission over the Internet can be guaranteed to be completely secure.
8. Data Retention
Information may be retained for as long as reasonably necessary to:
- Provide EYA Earnings
- Maintain user accounts
- Fulfill legitimate business purposes
- Maintain necessary business records
- Resolve disputes
- Protect the service
- Comply with applicable legal obligations
Retention periods may vary depending on the type of information and the reason it is maintained.
9. Account and Data Deletion
Users may request deletion of their EYA Earnings account and associated personal information.
Deletion requests may be submitted through available account-management features or by contacting:
Certain information may be retained where reasonably necessary or legally required, including for security, fraud prevention, dispute resolution, legal compliance, or legitimate recordkeeping obligations.
10. User Choices and Rights
Depending on applicable law, users may have rights regarding their personal information, including requesting access, correction, or deletion.
Users may also:
- Update certain account information
- Manage available account settings
- Disconnect optional third-party integrations
- Contact EYA Earnings regarding privacy questions or requests
Requests can be submitted to:
11. Children's Privacy
EYA Earnings is designed for business and professional use and is not directed to children under the age of 13.
We do not knowingly collect personal information directly from children under 13.
If we learn that information from a child under 13 has been collected in violation of applicable requirements, we will take reasonable steps to address or delete that information.
12. Changes to This Privacy Policy
We may update this Privacy Policy as EYA Earnings, applicable laws, or our business practices evolve.
When changes are made, the updated Privacy Policy will be posted on this page and the “Last Updated” date will be revised.
Users are encouraged to review this Privacy Policy periodically.
13. Contact Us
For questions, privacy requests, account deletion requests, or concerns regarding this Privacy Policy, contact:
