The following information outlines the measures taken by Sageworks, Inc. to safeguard customer information.


Sageworks stores and aggregates your input data so we can build and continually improve our financial models and other products. We will never sell personally identifiable information without your express permission, and we agree to maintain the confidentiality of your data. However, Sageworks will and does create, publish and sell/license industry information, financial models, and other research based upon data entered. Company data provided by users will be rendered unidentifiable prior to such use. We may also use your input data to publish indexes and/or other reports that provide insight into various subjects. Do not enter data into our systems or use our applications if you do not want your data being used in this manner or contributed to our aggregate database, financial models, or future product development efforts.

Please note: If you have purchased a Sageworks Bank Information subscription and are uncomfortable with Sageworks collecting your data, please contact us at 866.603.7029. Do not use Sageworks if you do not want your data to be used in the manner described in the above paragraph.


Sageworks employs industry-recognized security safeguards to help protect the personally identifiable information that has been provided to us from loss, misuse, or unauthorized alteration. Secure server software (SSL) encrypts all information entered through our web interface so that it cannot be read as the information travels over the Internet. Therefore, all of the business and financial data that is entered into the Sageworks system is encrypted through the industry standard SSL.

In addition to SSL security, a GeoTrust Security Certificate is applied on our web site's servers to protect the confidentiality of your information. GeoTrust, Inc. (NASDAQ: VRSN) is a VeriSign Company owned by Symantec Corporation, the leading provider of Public Key Infrastructure (PKI) and digital certificate solutions used by enterprises, web sites, and consumers to conduct secure communications and transactions over the Internet and private networks.

Please go to to learn more about this certificate.

Sageworks further protects personally identifiable information stored on our servers by using industry standard computer security products, such as firewalls, as well as carefully developed security procedures and practices.

Control of customer data

Users of Sageworks have full control of all the data that is submitted for analysis. If users would like to delete a data set at any time for security reasons or any other reasons, they may do so through a web account.

Sageworks, Inc. commits to maintaining the above measures and to working with our customers with monitoring programs and modifications to address any security concerns.