Terms of Service
- Ensure all uploaded documents comply with SEC and FINRA regulations.
- Only upload documents for which you have legal authorization.
- Keep your login credentials secure and not share them with others.
- Use the data responsibly and in accordance with applicable financial privacy laws.
4. Prohibited Activities
Users may not:
- Upload fraudulent or unauthorized financial documents.
- Attempt to reverse engineer, copy, or exploit the platform.
- Share extracted client data with unauthorized third parties.
- Use the service for illegal or unethical purposes.
5. Data Security and Privacy
We take reasonable measures to protect user data. However, users are responsible for ensuring
compliance with SEC and FINRA regulations when handling client information.
6. Fees and Payments
- AdvizorFlow may charge subscription fees or pay-per-use fees for access to the statement
analyzer tool. - All payments are non-refundable unless otherwise specified.
- AdvizorFlow may charge subscription fees or pay-per-use fees for access to the statement
7. Termination of Service
We reserve the right to suspend or terminate access to the service for:
- Violations of these Terms of Service.
- Any activity that threatens platform security or violates regulations.
8. Termination of Service
- AdvizorFlow is not responsible for errors in extracted data or financial decisions made
based on processed information. - Users assume full responsibility for ensuring accuracy and compliance with industry
regulations.
- AdvizorFlow is not responsible for errors in extracted data or financial decisions made
9. Indemnification
Users agree to indemnify and hold harmless AdvizorFlow from any claims, damages, or liabilities
arising from improper use of the service.
10. Changes to These Terms
We reserve the right to update these Terms at any time. Users will be notified of changes via email
or platform notifications.
11. Contact Information
For any legal questions, contact us at: [email protected]