These Terms of Service ("Terms") govern your access to and use of the Advisor Dossier platform and related services (collectively, the "Service") operated by AdvisorSuite ("we," "us," or "our"). By accessing or using the Service, you agree to be bound by these Terms. If you do not agree, you may not use the Service.
Advisor Dossier is a psychographic assessment platform that enables licensed financial advisors ("Advisors") to share a behavioral survey link with prospective clients ("Prospects"). Upon completion of the survey, a summary report ("Advisor Cheat Sheet") is generated and delivered electronically to the Advisor's registered email address. The Service is provided on a subscription basis as described in Section 5.
You must be at least 18 years of age and have the legal authority to enter into binding contracts to use the Service. By registering an account, you represent and warrant that you meet these requirements. The Service is intended for professional use by licensed financial advisors and their firms.
AdvisorSuite does not collect, retain, store, sell, license, share, or otherwise transfer any personal information submitted by Prospects through the survey. This prohibition applies absolutely and without exception to all data entered by Prospects, including but not limited to names, email addresses, financial information, behavioral responses, and any other personally identifiable information ("PII").
Survey responses are processed transiently and in real time solely for the purpose of generating the Advisor Cheat Sheet report. Once the report is generated and delivered to the Advisor's registered email address, all associated Prospect response data is permanently discarded and is not retained in any database, log, backup, or storage system operated by AdvisorSuite.
AdvisorSuite does not sell, rent, lease, license, or otherwise monetize any data derived from survey responses, whether in identifiable, anonymized, aggregated, or any other form. No data generated through use of the Service is shared with third parties for marketing, research, analytics, advertising, or any other commercial purpose.
Advisor account information (name, firm name, email address, and billing details) is collected solely for the purpose of account management and payment processing. This information is never sold or shared with third parties except as strictly necessary to process payments through our payment processor (Stripe, Inc.) and to deliver the Service. For full details, see our Privacy Policy.
Advisors are solely responsible for obtaining any consents required by applicable law before sharing the survey link with Prospects. Advisors represent and warrant that they will use the Service and any reports generated by the Service only for lawful purposes and in compliance with all applicable federal, state, and local laws and regulations, including those governing financial services and client communications.
Advisors must not misrepresent the nature or purpose of the survey to Prospects. The survey is a behavioral and psychographic assessment tool and does not constitute financial advice, a financial plan, a securities recommendation, or any regulated financial service.
The Service is provided on a recurring subscription basis. By completing the checkout process and providing your payment information, you authorize AdvisorSuite to charge your payment method automatically at the start of each billing period (monthly or annual, as selected at checkout) until you cancel your subscription.
Your subscription will renew automatically at the end of each billing period at the then-current subscription rate unless you cancel prior to the renewal date. You will receive a reminder notification before each renewal. You may cancel your subscription at any time through the billing portal accessible from your account dashboard. Cancellation takes effect at the end of the current paid billing period; no partial refunds are issued for unused time within a billing period.
Survey credit top-ups are one-time purchases and are non-refundable once applied to your account. AdvisorSuite reserves the right to modify subscription pricing with at least 30 days' written notice to the email address on file.
All content, software, algorithms, question frameworks, scoring methodologies, report templates, and other materials comprising the Service are the exclusive intellectual property of AdvisorSuite and are protected by applicable copyright, trademark, and trade secret laws. You are granted a limited, non-exclusive, non-transferable, revocable license to access and use the Service solely for your internal professional purposes during the term of your subscription. You may not reproduce, distribute, modify, create derivative works of, publicly display, or otherwise exploit any portion of the Service without our prior written consent.
THE SERVICE IS PROVIDED "AS IS" AND "AS AVAILABLE" WITHOUT WARRANTIES OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, AND NON-INFRINGEMENT. ADVISORSUITE DOES NOT WARRANT THAT THE SERVICE WILL BE UNINTERRUPTED, ERROR-FREE, OR FREE OF VIRUSES OR OTHER HARMFUL COMPONENTS. THE ADVISOR CHEAT SHEET REPORTS ARE PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND DO NOT CONSTITUTE FINANCIAL, LEGAL, OR PROFESSIONAL ADVICE OF ANY KIND.
TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, ADVISORSUITE AND ITS OFFICERS, DIRECTORS, EMPLOYEES, AND AGENTS SHALL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, INCLUDING LOSS OF PROFITS, DATA, OR GOODWILL, ARISING OUT OF OR IN CONNECTION WITH YOUR USE OF OR INABILITY TO USE THE SERVICE, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. OUR TOTAL CUMULATIVE LIABILITY TO YOU FOR ANY CLAIMS ARISING UNDER THESE TERMS SHALL NOT EXCEED THE AMOUNT YOU PAID TO US IN THE 12 MONTHS PRECEDING THE CLAIM.
You agree to indemnify, defend, and hold harmless AdvisorSuite and its officers, directors, employees, and agents from and against any claims, liabilities, damages, losses, and expenses (including reasonable attorneys' fees) arising out of or in any way connected with your access to or use of the Service, your violation of these Terms, or your violation of any rights of a third party.
AdvisorSuite reserves the right to suspend or terminate your account and access to the Service at any time, with or without cause, and with or without notice, if we reasonably believe you have violated these Terms or applicable law. Upon termination, your right to use the Service ceases immediately. Sections 3, 6, 7, 8, 9, and 11 survive termination.
These Terms are governed by the laws of the United States and the state in which AdvisorSuite is incorporated, without regard to conflict of law principles. Any dispute arising out of or relating to these Terms or the Service shall be resolved by binding arbitration administered by the American Arbitration Association under its Commercial Arbitration Rules, except that either party may seek injunctive or other equitable relief in a court of competent jurisdiction to prevent the actual or threatened infringement of intellectual property rights.
AdvisorSuite reserves the right to modify these Terms at any time. We will provide at least 14 days' notice of material changes by sending an email to the address on file or by posting a notice in your account dashboard. Your continued use of the Service after the effective date of the revised Terms constitutes your acceptance of the changes.
If you have any questions about these Terms, please contact us at [email protected].
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