Terms of Use
Effective Date: June 4, 2025
1. Agreement to Terms
By accessing or using AdvisorOS's AI-powered automation platform ("Service"), you agree to be bound by these Terms of Use ("Terms"). If you disagree with any part of these terms, you may not access the Service.
2. Description of Service
AdvisorOS provides AI-powered meeting intelligence and automation tools designed specifically for Registered Investment Advisors (RIAs) and financial services professionals. Our Service includes:
- Automated meeting transcription and summarization
- Action item extraction and task management
- CRM integration and data synchronization
- Compliance documentation generation
3. Account Registration
To use our Service, you must:
- Be at least 18 years old
- Provide accurate and complete registration information
- Maintain the security of your account credentials
- Notify us immediately of any unauthorized access
- Be authorized to bind your organization if registering on its behalf
4. Acceptable Use
You agree to use the Service only for lawful purposes and in accordance with these Terms. You agree NOT to:
- Violate any applicable laws or regulations
- Infringe on intellectual property rights
- Transmit malicious code or interfere with the Service
- Attempt to gain unauthorized access to any systems
- Use the Service to process protected health information without appropriate agreements
- Record individuals without proper consent as required by applicable law
5. User Content and Data
Your Rights
You retain all rights to your data. By using our Service, you grant AdvisorOS a limited license to process your data solely to provide the Service.
Your Responsibilities
You are responsible for:
- Obtaining necessary consents for recording meetings
- Ensuring your use complies with your industry regulations
- The accuracy and legality of content you process
- Maintaining backups of critical data
6. Intellectual Property
AdvisorOS and its licensors retain all rights to the Service, including all software, algorithms, and documentation. Your use of the Service does not grant you any ownership rights.
7. Third-Party Integrations
Our Service integrates with third-party platforms (Zoom, Microsoft Teams, Redtail, etc.). Your use of these integrations is subject to their respective terms and policies. We are not responsible for third-party services.
8. Fees and Payment
Subscription Fees
- Pricing is available at getadvisoros.ai/pricing
- Fees are billed in advance on a monthly or annual basis
- All fees are non-refundable except as required by law
Changes to Fees
We may modify fees with 30 days' notice. Continued use after the notice period constitutes acceptance.
9. Confidentiality
Each party agrees to maintain the confidentiality of the other party's confidential information and use it only as necessary to fulfill obligations under these Terms.
10. Disclaimers
THE SERVICE IS PROVIDED "AS IS" WITHOUT WARRANTIES OF ANY KIND. WE DISCLAIM ALL WARRANTIES, EXPRESS OR IMPLIED, INCLUDING MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, AND NON-INFRINGEMENT.
AdvisorOS is not a registered investment advisor and does not provide investment advice. The Service is a tool to assist professionals; all investment decisions remain your responsibility.
11. Limitation of Liability
TO THE MAXIMUM EXTENT PERMITTED BY LAW, ADVISOROS SHALL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, OR ANY LOSS OF PROFITS OR REVENUES.
Our total liability shall not exceed the fees paid by you in the twelve months preceding the claim.
12. Indemnification
You agree to indemnify and hold harmless AdvisorOS from any claims arising from:
- Your use of the Service
- Your violation of these Terms
- Your violation of any rights of another party
- Your failure to obtain necessary consents
13. Termination
By You
You may terminate your account at any time through your account settings or by contacting support.
By Us
We may suspend or terminate your access for violations of these Terms or for any other reason with notice.
Effect of Termination
Upon termination:
- Your access to the Service will cease
- You must pay any outstanding fees
- Data deletion will occur per our Privacy Policy
14. Governing Law
These Terms are governed by the laws of the State of Michigan, without regard to conflict of law principles.
15. Changes to Terms
We may modify these Terms at any time. We will notify you of material changes via email or Service notification. Continued use after changes constitutes acceptance.
16. Severability
If any provision of these Terms is found unenforceable, the remaining provisions will continue in effect.
17. Entire Agreement
These Terms, together with our Privacy Policy, constitute the entire agreement between you and AdvisorOS.
18. Contact Information
AdvisorOS LLC
Email: [email protected]
Address: Troy, Michigan 48098
For support: [email protected]