Cookie Policy
Last updated: March 2025 — Understanding how we use tracking technologies
What Are Cookies?
Cookies are small text files that websites place on your device when you visit them. They help websites remember your preferences and understand how you interact with their content. At WisePoint Transfer, we use these technologies to improve your experience with our financial forecasting and budgeting tools.
Most web browsers automatically accept cookies, but you can modify your settings to decline them if you prefer. However, this might prevent you from using certain features of our service.
Types of Cookies We Use
Essential Cookies
These cookies are necessary for the website to function properly. They enable core functionality such as security, network management, and accessibility. Without these cookies, our financial tools and account features would not work. These cookies cannot be disabled.
Analytics Cookies
We use analytics cookies to understand how visitors interact with our website. This helps us identify which features are most useful and where we can improve. These cookies collect information about page visits, session duration, and navigation patterns.
Functional Cookies
These cookies allow our website to remember choices you make and provide enhanced features. For example, they remember your preferred language, currency settings, and customized dashboard configurations for budgeting tools.
Marketing Cookies
Marketing cookies track your activity across websites to deliver relevant content. We use these to show you information about features that might interest you and to measure the effectiveness of our educational content about financial planning.
About Essential Cookies
Essential cookies are always active because they're fundamental to operating our financial services platform. They handle user authentication, secure data transmission, and maintain your session while you work with forecasting tools. Disabling these would break core functionality.
Managing Your Cookie Preferences
You have several options for controlling cookies on wisepointtransfer.com. The simplest method is using the button at the top of this page to reject all non-essential cookies.
Browser Settings
Most browsers allow you to control cookies through their settings. You can typically find these options in the privacy or security section of your browser preferences. Each browser handles this differently, so check your specific browser's help documentation.
Delete Existing Cookies
You can delete cookies that have already been set on your device. Look for options to clear browsing data, then select cookies and site data. This removes all stored cookies, including preferences you may have set on various websites.
Block Future Cookies
Most browsers let you block cookies from being set in the future. Be aware that this might affect your ability to use certain features on financial planning websites, including interactive budgeting calculators and personalized forecasting tools.
Third-Party Opt-Outs
Some third-party services provide their own opt-out mechanisms. For analytics services like Google Analytics, you can install browser extensions that prevent tracking. Check with individual service providers for specific opt-out tools.
Cookie Duration and Storage
- Session cookies are temporary and deleted when you close your browser
- Persistent cookies remain on your device for a set period, typically up to 12 months
- Analytics cookies are usually stored for two years to track long-term usage patterns
- You can delete any cookie at any time through your browser settings
- Marketing cookies may be set by third-party domains and have their own retention periods
How Cookies Improve Your Experience
On WisePoint Transfer, cookies help us remember your dashboard customizations so you don't need to reconfigure your financial forecasting tools every visit. They keep you logged in during your session and remember your preferred currency and date formats.
Analytics cookies show us which budgeting features are most helpful. If we notice that many users struggle with a particular tool, we can improve its design or add better guidance. This feedback loop helps us create more intuitive financial planning resources.
Without functional cookies, you would need to set your preferences every time you visit. Marketing cookies let us show you relevant educational content about financial management topics you've shown interest in, rather than generic information that might not apply to your situation.
Questions About Our Cookie Policy?
If you have concerns about how we use cookies or want more information about specific tracking technologies on our website, we're here to help.
Contact Our Team