LAST UPDATED: March 03 2021

Description of Tango:  Tango is a digital advice platform. Franklin Templeton is the investment manager, Bambu is the technology provider and Apex Clearing (Apex) is the custodian. Tango leverages “GOE” (Goals Optimization Engine).

At Apex, Franklin Templeton and Bambu we understand that privacy is an important issue for advisors and their customers. It is our policy to respect the privacy of all individuals that visit and to protect the security and confidentiality of non‐public personal information relating to the visitors. Please note that this policy applies to all visitors, past & present, of

Personal Information Collected

We collect personal information about users of, which may include the following:

  • Information provided by you such as your name, address, telephone number and email address.
  • Information relating to your business provided by you.
  • Information which may be gathered from readily available public sources regarding you and your firm.
  • Information which may be received from other sources with your consent or with the consent of your firm.
  • Information captured in our web logs such as device information (e.g. device brand and model, screen dimensions), unique identification numbers (e.g. IP address and device ID), and browser information (e.g. URL, browser type, pages visited, date/time of access);
  • Information captured by cookies (refer to the ‘Cookies’ section below).

How We Use Your Personal Information

The information collected about users of will be shared among our business partners – Apex, Franklin Templeton and Bambu who may contact you to discuss your interest in Tango. Additionally, we may use the personal information we collect about users of for some or all of the following purposes:

  • providing products, services and information that you requested;
  • personalizing your experience of our website;
  • administering the website, investigating any complaints and responding to inquiries;
  • providing website users with information and offers on products or services that may be of interest to them; and
  • performing statistical and trend analysis to improve the user experience and performance of our website.


We strive to ensure that our systems are secure and that they meet industry standards. We seek to protect all information that is provided to us by you and your firm.


We may use “cookies” to provide better service, to facilitate use of the website, to track usage of the website, and to address security hazards. A cookie is a small piece of information that a website stores on a personal computer, and which it can later retrieve.

You can learn more about each type of cookie we use and choose which cookie categories you wish to allow by visiting the Cookie Policy – HERE.

How to Contact Us

To learn more about Apex’s privacy practices, visit

To learn more about Franklin Templeton’s privacy practices, visit

To learn more about Bambu’s privacy practices, visit


Apex reserves the right to make changes to this policy. For more information relating to Apex’s Privacy Policy or to limit our sharing of your personal information, please contact:

Apex Clearing Corporation
Attn: Compliance Department
350 N. St. Paul St., Suite 1300
Dallas, Texas 75201