Terms

Terms & Conditions

AdvisorOS is a workflow and practice operating system for financial advisors and broker practices. It provides operational tooling for practice administration, client recordkeeping, document workflows, team coordination, and future assistive workflow features.

AdvisorOS is not a financial advice provider, robo-advisor, product recommender, claims assessor, insurer, underwriting authority, compliance officer, or substitute for professional judgement. The advisor and practice remain responsible for all regulated advice, suitability assessments, recommendations, client discussions, disclosures, recordkeeping decisions, and final review before any client-facing action is taken.

Version sprint1-v1, effective 24 May 2026. This is the text presented for acceptance when you create an account.

Advisor responsibility

• AdvisorOS is a facilitation tool. The licensed advisor retains full regulatory and legal responsibility for all advice generated, data accuracy, and compliance, regardless of which user account inputs the information.
• Any AI-assisted or generated output must be reviewed and approved by the advisor before use.
• Users must only upload data and documents they are authorised to process.
• Users must not use AdvisorOS for unlawful, harmful, misleading or unauthorised activity.

Subscriptions and billing

Access to paid AdvisorOS features may be subject to plan terms, subscription status, usage limits and billing provider requirements. Final billing terms will be confirmed before production launch.

Acceptable use

Users must not misuse the platform, attempt unauthorised access, upload unlawful content, upload information without authority, bypass security controls, or use AdvisorOS in a way that harms clients, practices, service providers or the platform.