1. License
We grant your firm a limited, non-exclusive, non-transferable, revocable license to use the platform for your advisory business while these terms remain in effect.
TERMS · VERSION 2026-10-10-2
Terms & License Agreement
By accepting these terms, the person signing up confirms that they are authorized to accept them on behalf of their firm ("you"). Digital Wealth Experience is "we".
A new perspective on wealth technology.2. Permitted users
Only your firm’s employees and people you authorise may use the platform. You are responsible for their use and for keeping sign-in details secure.
3. Restrictions
You may not copy, resell, sublicense, reverse engineer, or attempt to access the platform’s source code; use it to build a competing product; probe or bypass its security; or use it unlawfully.
4. Your data
Your firm owns the data it puts into the platform. We use it only to provide the service, keep it secured and backed up, and make it available to you on request, during and after your use of the platform.
5. Sample data
Workspaces may include fictional sample households, accounts and prices for demonstration. They are not real and must not be relied on.
6. No investment advice
The platform, including AI-generated content, is a tool for professionals. It does not provide investment, tax or legal advice. You remain responsible for advice given to your clients and for regulatory compliance.
7. Confidentiality
Non-public information about the platform, its pricing and roadmap is confidential. Each party will protect the other’s confidential information with reasonable care.
8. Feedback
If you share suggestions, we may use them to improve the platform without obligation to you.
9. Plans and charges
Charges begin only after an authorised user for your firm selects or accepts a paid plan. Fees may be based on your firm’s utilisation and the current pricing provided in Plans and Payments within firm settings. The plan selected or accepted there, together with the pricing shown there, governs your billing. The end of a free period alone does not authorise us to begin charging you.
10. No warranty
The platform is provided "as is" and "as available", without warranties of any kind, to the extent permitted by law.
11. Limitation of liability
To the extent permitted by law, neither party is liable for indirect or consequential damages, and our total liability is limited to the fees your firm paid us during the twelve months before the event giving rise to the claim, or one hundred US dollars if no fees were paid.
12. Term and termination
These terms remain in effect while your firm uses the platform. Either party may end the agreement as permitted by the selected plan or applicable law. When the agreement ends, the license stops; your data remains available to you on request.
13. General
Governing law: [to be confirmed]. These terms may be updated; the version accepted is recorded when you accept them. Questions: lincoln.ross@digitalwealthexperience.com.
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