Create AccountAlready have an account? Sign In
TERMS OF SERVICE
The Application is a web-based financial portfolio modeling tool designed for use by financial advisors. The Application is not intended to provide financial or tax advice.
User may access and use the Application solely for the purpose of modeling a client's financial portfolio. User agrees not to use the Application for any other purpose, including but not limited to providing financial or tax advice.
The Application is owned by the Company and is protected by United States copyright laws and international treaty provisions. User acknowledges and agrees that the Application contains proprietary and confidential information that is protected by applicable intellectual property and other laws.
User agrees to maintain the confidentiality of all information provided by clients and to use such information solely for the purpose of modeling a client's financial portfolio.
THE APPLICATION IS PROVIDED "AS IS" WITHOUT WARRANTY OF ANY KIND, EITHER EXPRESS OR IMPLIED, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE. THE COMPANY DOES NOT WARRANT THAT THE APPLICATION WILL MEET USER'S REQUIREMENTS OR THAT THE OPERATION OF THE APPLICATION WILL BE UNINTERRUPTED OR ERROR-FREE.
IN NO EVENT SHALL THE COMPANY BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES ARISING OUT OF OR RELATED TO THIS AGREEMENT OR THE USE OF THE APPLICATION, INCLUDING, WITHOUT LIMITATION, LOSS OF PROFITS OR BUSINESS INTERRUPTION, WHETHER IN CONTRACT, TORT, OR OTHERWISE, EVEN IF THE COMPANY HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.
User agrees to indemnify and hold the Company harmless from and against any and all claims, damages, liabilities, costs, and expenses (including reasonable attorneys' fees) arising out of or related to User's use of the Application.
This Agreement may be terminated by either party at any time for any reason. Upon termination, User's access to the Application shall immediately cease.
This Agreement shall be governed by and construed in accordance with the laws of the State of Delaware, without regard to its conflict of law provisions.
This Agreement constitutes the entire agreement between User and the Company with respect to the Application and supersedes all prior or contemporaneous communications and proposals, whether oral or written, between User and the Company.
The Company may amend this Agreement at any time by posting the amended terms on the Application. User's continued use of the Application after such posting shall constitute User's acceptance of the amended terms.
If any provision of this Agreement is held to be invalid or unenforceable, such provision shall be struck and the remaining provisions shall be enforced.
The failure of either party to enforce any right or provision of this Agreement shall not be deemed a waiver of such right or provision.
User may not assign this Agreement without the prior written consent of the Company.
If User has any questions or concerns about this Agreement or the Application, User may contact the Company by visiting the 'Contact' section of the Application.
1. Information We Collect:
The Company may collect the following information from Users:
- Personal Information: such as name, email address, and phone number, which Users may provide when registering for the Application or contacting the Company for support.
- Client Information: such as financial and investment data, which Users may input into the Application to model a client's financial portfolio.
- Usage Information: such as log data and device information, which the Company may collect automatically when Users access and use the Application.
2. How We Use Information:
The Company may use the information collected from Users for the following purposes:
- To provide and improve the Application and its features.
- To respond to User inquiries and support requests.
- To communicate with Users about updates, promotions, and other information related to the Application.
- To comply with legal and regulatory requirements.
3. Information Sharing and Disclosure:
The Company may share Users' information with the following third parties:
- Service Providers: such as hosting and data storage providers, who assist the Company in providing and maintaining the Application.
- Business Partners: such as financial institutions, who may provide data and information to the Application to enhance its features.
- Legal and Regulatory Authorities: as required by law or to comply with legal and regulatory requirements.
The Company may also share aggregated and anonymized data with third parties for research and analytics purposes.
4. Data Security:
The Company takes reasonable measures to protect Users' information from unauthorized access, use, and disclosure. However, no method of transmission or storage is 100% secure, and the Company cannot guarantee the security of Users' information.
5. Data Retention:
The Company retains Users' information for as long as necessary to provide the Application and its features, and to comply with legal and regulatory requirements.
6. User Rights:
Users have the right to:
- Access and receive a copy of their personal information.
- Correct or update their personal information.
- Object to the processing of their personal information.
- Request the deletion of their personal information.
To exercise these rights, Users may contact the Company by visiting the 'Contact' section of the Application.
8. Contact Information:
The Provisian web application ("Application") is a financial portfolio modeling tool designed for use by financial advisors. The Application is not intended to provide financial or tax advice.
The information provided by the Application is for informational purposes only and should not be considered financial or tax advice. Users should consult with a licensed financial advisor or tax professional before making any financial or investment decisions.
The Application does not guarantee the accuracy or completeness of any information provided. The Application may use data obtained from third-party sources, which may not be reliable or accurate.
The Application may contain links to third-party websites or resources. The Company is not responsible for the content, accuracy, or availability of such websites or resources.
The use of the Application is subject to the Terms of Service Agreement, which governs the relationship between User and the Company. By using the Application, User agrees to be bound by the Terms of Service Agreement.
The Company may update or modify this Disclosure at any time without notice. Users are advised to review this Disclosure regularly for any changes or updates.
If you have any questions or concerns about this Disclosure or the Application, please contact the Company by visiting the 'Contact' section of the Application.