Socrates Crayon is an advisor-facing, professional-use service. We collect as little as possible, we don't sell data, and client documents are handled inside the advisor portal under the controls below.
Socrates Crayon provides software-generated, advisor-facing planning intelligence for issue-spotting by financial, legal, tax, insurance, and trust professionals. It is not a consumer service and not a law firm, registered investment adviser, broker-dealer, CPA firm, or insurance agency. Nothing it produces is a client deliverable or legal, tax, or investment advice; findings must be reviewed by the appropriate licensed professional before any client relies on them.
On this public marketing site only, we use standard analytics and B2B marketing tools:
We do not use the Meta / Facebook Pixel. These tools run only on this public marketing site — never inside the advisor portal, and never on any page where client documents are handled.
The advisor portal is where professional users may upload client or prospect planning files. When you upload:
We store your name and email only to send what you asked for and the occasional update. No sales pitch; unsubscribe anytime by replying to any message. We don't sell, rent, or share your email with third parties for their marketing.
Google Analytics, the LinkedIn Insight Tag, and Apollo set cookies and similar identifiers to measure usage and support our B2B marketing. You can block or clear cookies in your browser at any time without losing access to anything on this site. Where consent is legally required (for example, for EU/UK visitors), we honor those choices.
This site is intended for professionals and is not directed to children.
Questions about privacy? Email hello@socratescrayon.com. See also our Terms & Disclaimer.