Legal Disclosures
Last updated: April 29th, 2025
Terms of Service
AdvisorVisuals provides a platform for financial advisors to create visual financial plans for their clients. By using our service, you agree to the terms outlined in this document. Please read these terms carefully before using the platform.
Use of Service
AdvisorVisuals is intended for use by financial professionals to create visual financial plans for their clients. The platform is not intended to provide investment, tax, or legal advice. The information provided through our service is for informational and educational purposes only.
You are responsible for ensuring that your use of our platform complies with all applicable laws and regulations, including but not limited to securities laws, privacy laws, and professional standards that apply to your practice.
Accuracy of Information
AdvisorVisuals provides tools for visualization and presentation of financial data. The accuracy of the information displayed depends on the data you input. We do not verify the accuracy of the information you provide or the projections generated based on your inputs.
Financial plans created using our platform should be reviewed by qualified professionals before being presented to clients. The visualizations and projections provided by our service are based on the information provided and the assumptions selected, which may not reflect actual future performance.
Client Data Privacy
We understand the sensitivity of your clients' financial information. Our platform is designed with data privacy as a top priority:
- All client data is processed locally in your browser
- Client financial information is never transmitted to our servers
- Reports can be saved locally to your device without any cloud storage
Not a Fiduciary
AdvisorVisuals is not a fiduciary and does not provide investment, financial, tax, or legal advice. Our platform is a tool for financial advisors to use in their practice. The responsibility for providing advice that is in the best interest of the client remains with the financial advisor using our service.
No Guarantee of Results
AdvisorVisuals does not guarantee any specific results from the use of our platform. Financial markets are subject to fluctuation, and past performance is not indicative of future results. All investments involve risk, including the potential loss of principal.
The projections and visualizations provided by our platform are hypothetical and do not represent actual investment results. Actual results may vary significantly from the projections shown.
Third-Party Content
Our platform may include content from third-party sources. We do not endorse or guarantee the accuracy of third-party content. You should independently verify any information obtained from third-party sources before relying on it.
Compliance with Regulations
It is your responsibility to ensure that the financial plans you create using our platform comply with all applicable regulations, including but not limited to SEC, FINRA, and state securities regulations. AdvisorVisuals does not review or approve content for regulatory compliance.
Intellectual Property
The AdvisorVisuals platform, including all content, features, and functionality, is protected by copyright, trademark, and other intellectual property laws. You may not reproduce, distribute, modify, create derivative works of, publicly display, or use our intellectual property without our express written permission.
Limitation of Liability
To the maximum extent permitted by law, AdvisorVisuals shall not be liable for any indirect, incidental, special, consequential, or punitive damages, including but not limited to, damages for loss of profits, goodwill, use, data, or other intangible losses, resulting from your use of the platform.
Changes to Terms
We may update our terms from time to time. If we make material changes, we will notify you through the platform. Your continued use of the service after the changes are made constitutes acceptance of the updated terms.
Contact Information
If you have any questions about these disclosures, please contact us at: