About these terms
These terms cover the public advisorcrm.studio website, operated by AdvisorCRM Inc., a Texas corporation. The website describes software for financial-services practices and their teams in the United States.
These website terms do not replace a customer agreement or govern the full operation of a customer’s AdvisorCRM or Studio account. Pricing commitments, service scope, customer-data handling, and ownership and export rights for customer work are addressed in the applicable customer agreement.
Using the website
You may use the website to learn about our services, explore examples and the plan-estimation tool, read or request public resources, submit an inquiry, and schedule a conversation.
Do not interfere with the website, attempt unauthorized access, submit malicious material, or misrepresent your identity or authority to act for a practice. Submit only information and business materials you are authorized to share. Do not submit real client information through the public website or introductory and development sessions.
Examples, estimates, and product descriptions
Demonstrations and financial examples illustrate how a tool could work. They are not personalized investment, insurance, tax, or legal advice, and should not be used as a client recommendation without independent professional review.
Plan-tool results are estimates, not quotes. Website descriptions do not expand the capabilities or commitments specified in a customer agreement. Any proposed future capability should be confirmed with us before you rely on its availability.
Website materials and your submissions
AdvisorCRM or its licensors own the website, brand, and general product materials, except for material identified as belonging to others. Any separate usage terms supplied with a Library resource apply to that resource.
Submitting a practice logo, software idea, or other business material does not transfer ownership to AdvisorCRM. We use those submissions to respond to you, prepare sessions, and help develop the software you request, as described in the Privacy Notice and any applicable customer agreement.
Meetings and privacy
The Privacy Notice explains our handling of submitted information, optional website activity, marketing emails, AI-assisted work, and meeting material. We obtain participants’ agreement before recording or transcribing a session and continue without either if anyone declines.
Other websites and services
Links may take you to third-party websites or services, including scheduling and meeting providers. Their own terms and privacy notices apply to your direct use of those services. Our use of providers to handle information for us is described in our Privacy Notice.
Changes and questions
We may update the website and these terms. The effective date identifies the current version. Website updates do not by themselves amend an existing customer agreement.
For questions about these website terms, write to AdvisorCRM Inc., 9111 Cypress Waters Blvd., Suite 140, Dallas, TX 75019. Privacy questions and requests can be sent to privacy@advisorcrm.com.
