Please read these terms carefully before using the Advisorbriefs platform. By accessing or using the Service, you agree to be bound by these terms.
Last updated: October 1, 2024
These Terms of Service ("Terms") constitute a legally binding agreement between you (individually or on behalf of the advisory firm you represent, "you" or "your") and Advisorbriefs, Inc. ("Advisorbriefs," "we," "us," or "our"). These Terms govern your access to and use of our website at advisorbriefs.com and the Advisorbriefs meeting copilot and documentation platform (collectively, the "Service").
By creating an account, accessing the Service, or clicking "I Agree," you confirm that you have read, understood, and agree to these Terms and our Privacy Policy. If you do not agree, do not use the Service.
To use the Service, you must be:
You agree to provide accurate, current, and complete registration information and to keep it updated. You are responsible for maintaining the confidentiality of your account credentials and for all activity that occurs under your account.
Advisorbriefs provides software tools for registered investment advisors to:
The Service is intended as a productivity and documentation aid for licensed financial professionals. Advisorbriefs does not provide investment advice, compliance advice, or legal advice. All outputs are for review by the advisor prior to use. You retain professional responsibility for the accuracy, appropriateness, and compliance of all client communications, CRM entries, and meeting documentation.
You agree to use the Service only for lawful purposes and in accordance with these Terms. You agree not to:
You retain ownership of all meeting recordings, transcripts, and data you upload to the Service ("Your Content"). By uploading Your Content, you grant Advisorbriefs a limited, non-exclusive, worldwide license to store, process, and use Your Content solely to provide the Service to you.
You represent and warrant that: (a) you own or have the right to use Your Content; (b) uploading Your Content to the Service does not violate any applicable laws, including recording consent laws; and (c) Your Content does not infringe the intellectual property rights of any third party.
We will not use Your Content — including meeting audio or client-related transcripts — to train AI models or for any purpose other than providing the Service to you, without your explicit written consent.
Advisorbriefs provides tools to assist with documentation. However:
The Service, including all software, algorithms, models, user interface designs, and documentation, is owned by Advisorbriefs and protected by intellectual property laws. These Terms do not grant you any right, title, or interest in the Service except for the limited license to use it during your subscription.
Access to the Service is provided on a subscription basis. Subscription fees, billing cycles, and payment terms are set forth in your order form or subscription agreement. You authorize us to charge the payment method on file for all applicable fees. All fees are non-refundable except as expressly provided in your subscription agreement or required by law.
THE SERVICE IS PROVIDED "AS IS" AND "AS AVAILABLE" WITHOUT WARRANTIES OF ANY KIND, EITHER EXPRESS OR IMPLIED, INCLUDING WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, OR NON-INFRINGEMENT. WE DO NOT WARRANT THAT THE SERVICE WILL BE UNINTERRUPTED, ERROR-FREE, OR THAT AI-GENERATED OUTPUTS WILL BE ACCURATE OR COMPLETE.
TO THE MAXIMUM EXTENT PERMITTED BY LAW, ADVISORBRIEFS SHALL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, INCLUDING LOSS OF PROFITS, DATA, GOODWILL, OR BUSINESS OPPORTUNITIES, ARISING OUT OF OR IN CONNECTION WITH THESE TERMS OR YOUR USE OF THE SERVICE, EVEN IF WE HAVE BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. OUR TOTAL LIABILITY TO YOU FOR ALL CLAIMS SHALL NOT EXCEED THE AMOUNT YOU PAID TO US IN THE 12 MONTHS PRECEDING THE CLAIM.
You agree to indemnify, defend, and hold harmless Advisorbriefs and its officers, directors, employees, and agents from and against any claims, liabilities, damages, losses, and expenses (including reasonable legal fees) arising out of or in connection with: (a) your use of the Service; (b) Your Content; (c) your violation of these Terms; or (d) your violation of any applicable law or regulation.
Either party may terminate the Service relationship by providing written notice in accordance with the subscription agreement. We may suspend or terminate your access immediately if you breach these Terms. Upon termination, your license to use the Service ends immediately. We will handle your data post-termination as described in our Privacy Policy.
These Terms are governed by the laws of the State of Connecticut, without regard to its conflict of law provisions. Any disputes arising from these Terms or your use of the Service shall be resolved exclusively through binding arbitration in Stamford, Connecticut, under the rules of the American Arbitration Association. You waive any right to a jury trial or to participate in a class action lawsuit.
We may update these Terms from time to time. We will notify you of material changes at least 30 days before they take effect via email or prominent notice on the Site. Your continued use of the Service after changes take effect constitutes acceptance of the updated Terms.
Questions about these Terms? Contact us at: