Terms of Service

Wealth Advisor CRM is software for financial professionals to manage clients, prospects, pipeline, documents and related workflows. We may improve and change features over time. Features marked beta, preview or on the roadmap may be incomplete and are provided as is.

You must provide accurate information, keep your credentials secure, and are responsible for activity under your account and by users you invite. Tell us promptly at support@wealthadvisorcrm.com if you suspect unauthorized access.

New accounts may start with a free trial. Paid plans are billed in advance, monthly or annually, through Stripe, and renew automatically until cancelled. Additional seats are billed per user. Prices are shown on our pricing page and exclude applicable taxes.

You can cancel at any time from Billing settings; cancellation takes effect at the end of the current billing period and fees already paid are non-refundable except where required by law. If a payment fails we may suspend access until it is resolved. We will give at least 30 days' notice before changing the price of your plan.

You own the data you put into the service, including your clients' information. You grant us permission to host, process and transmit it only as needed to provide and support the service, as described in our Privacy Policy. You can export your data at any time, and for 30 days after your account ends.

You are responsible for having the right to store your clients' data in the service and for complying with laws and regulations that apply to your business, including privacy, recordkeeping and securities rules. The service is a tool and does not by itself make you compliant with any regulation.

Don't use the service to break the law, send spam or unsolicited messages, upload malware, attempt to access other customers' data, probe or overload our systems, or resell the service without our permission. We may suspend accounts that put the service or other customers at risk.

Integrations such as Google, Mailchimp and other CRMs are governed by those providers' terms. AI-generated content (summaries, reports, extracted document data and suggestions) may be inaccurate. It is not financial, legal, tax or investment advice, and you are responsible for reviewing it before use.

The service is provided "as is" and "as available". To the fullest extent permitted by law, we disclaim all implied warranties, including merchantability, fitness for a particular purpose and non-infringement, and we do not guarantee the service will be uninterrupted or error-free.

To the fullest extent permitted by law, neither party is liable for indirect, incidental, special, consequential or punitive damages, or for lost profits or data, and our total liability for any claim is limited to the fees you paid us in the 12 months before the claim.

You may stop using the service and close your account at any time. We may suspend or end your access if you materially breach these terms or fail to pay. Sections on your data, disclaimers, liability and governing law survive termination.

These terms are governed by the laws of the State of Texas, without regard to conflict-of-law rules, and disputes will be heard in the state or federal courts located there.

We may update these terms; for material changes we will notify account owners by email at least 30 days before they take effect. Continuing to use the service after that means you accept the new terms.

Questions about these terms: support@wealthadvisorcrm.com, 13607 Bonham Lane, Austin, Texas 78736.