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Terms of Service

Last updated: April 23, 2026

1. Acceptance of Terms

By accessing and using the website at advisorbriefs.com (the "Website"), you accept and agree to be bound by these Terms of Service ("Terms"). If you do not agree to these Terms, please do not use our Website.

2. Use of the Website

You may use our Website for lawful purposes only. You agree not to:

  • Use the Website in any way that violates applicable laws or regulations
  • Transmit any unsolicited or unauthorized advertising or promotional material
  • Attempt to gain unauthorized access to any part of the Website
  • Interfere with the proper working of the Website
  • Engage in any conduct that restricts or inhibits anyone's use of the Website

3. Intellectual Property

The Website and its original content, features, and functionality are owned by Advisorbriefs and are protected by international copyright, trademark, patent, trade secret, and other intellectual property laws.

4. Disclaimer of Warranties

The Website is provided on an "as is" and "as available" basis without any warranties of any kind, either express or implied. Advisorbriefs does not warrant that:

  • The Website will be uninterrupted or error-free
  • The results obtained from using the Website will be accurate or reliable
  • The quality of any information obtained through the Website will meet your expectations

5. Limitation of Liability

To the fullest extent permitted by law, Advisorbriefs shall not be liable for any indirect, incidental, special, consequential, or punitive damages arising from your use of or inability to use the Website.

6. External Links

Our Website may contain links to third-party websites. These links are provided for your convenience only. Advisorbriefs has no control over the content of those websites and accepts no responsibility for them.

7. Privacy Policy

Your use of the Website is also governed by our Privacy Policy, which is incorporated into these Terms by reference.

8. Financial Advice Disclaimer

Advisorbriefs is a software tool. Advisorbriefs does not provide investment, legal, or compliance advice. Nothing on this Website should be construed as investment advice, legal advice, or compliance guidance. Always consult qualified professionals for advice specific to your situation. Advisorbriefs is not a registered investment adviser.

9. Changes to Terms

Advisorbriefs reserves the right to modify these Terms at any time. We will notify you of any changes by posting the updated Terms on this page. Your continued use of the Website after such changes constitutes your acceptance of the new Terms.

10. Governing Law

These Terms shall be governed by and construed in accordance with the laws of the State of Connecticut, without regard to conflict of law provisions.

11. Contact Us

If you have any questions about these Terms, please contact us at:

Advisorbriefs
750 Washington Boulevard, 9th Floor, Stamford, CT 06901
Email: [email protected]
Phone: +1 (203) 487-2364

advisorbriefs

Meeting copilot and client-note automation for registered investment advisors.

[email protected]

+1 (203) 487-2364

750 Washington Blvd, 9th Floor
Stamford, CT 06901

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Advisorbriefs does not provide investment, legal, or compliance advice. Always consult qualified professionals. Advisorbriefs is not a registered investment adviser.

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